ROTARY CLUB OF SAN ANTONIO (EIN 740871815) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1964

Legal Domicile

Principal Officer

ANNE SWIFT

Phone

2102228242

Tax Period

2024-07-01 to 2025-06-30

ROTARY CLUB OF SAN ANTONIO, founded in 1964, is a small nonprofit that reported $381K in total revenue in fiscal year 2024. Expenses of $432K exceeded revenue, resulting in a 13% operating deficit.

Mission

ROTARY CLUB OF SAN ANTONIO IS A SERVICE ORGANIZATION COMPOSED OF BUSINESS AND PROFESSIONAL MEN AND WOMEN UNITED WORLDWIDE TO CONDUCT HUMANITARIAN PROJECTS, ENCOURAGE HIGH ETHICAL STANDARDS IN ALL VOCATIONS, AND WORK TOWARD WORLD UNDERSTANDING AND PEACE.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $569

Program Service Revenue $337,609

Investment Income $4,391

Other Revenue $38,888

TOTAL REVENUE $381,457

Expense Breakdown

Grants Paid $0

Salaries & Benefits $132,698

Fundraising Expenses $0

Program Expenses $288,612

Other Expenses $298,826

TOTAL EXPENSES $431,524

Year-over-Year Comparison

	2024	2023	Change
Revenue	$381,457	$376,043	+0.0%
Expenses	$431,524	$454,619	-0.1%
Net Income	$-50,067	$-78,576	-0.4%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

320

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$79,052

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANNE SWIFT	EXECUTIVE DIREC	38.00	Officer	$76,992	$2,060	$79,052
STEVE DARLING	President	1.00	Officer Director	$0	$0	$0
KELLEY FROST	PRESIDENT ELECT	1.00	Officer Director	$0	$0	$0
MAC WILLIAMS	Director	1.00	Director	$0	$0	$0
MONIQUE ZINN	SGT-AT-ARMS	1.00	Officer Director	$0	$0	$0
MATT JOHNSON	YMB PRESIDENT	1.00	Officer Director	$0	$0	$0
DAVE HAMANN	Director	1.00	Director	$0	$0	$0
ARMEN BABAJANIAN	Director	1.00	Director	$0	$0	$0
BIZZY ROTE DARLING	Vice President	1.00	Officer Director	$0	$0	$0
ASHLEY HARRIS	Director	1.00	Director	$0	$0	$0
CHRISTOPHER HOLDEN	Treasurer	1.00	Officer Director	$0	$0	$0
MIKE GILLIAM	Director	1.00	Director	$0	$0	$0
KARYNN KOLM O'CONNELL	Director	1.00	Director	$0	$0	$0
JEFFREY PARSONS	Director	1.00	Director	$0	$0	$0
LIA PAYNE	Director	1.00	Director	$0	$0	$0
DANIEL PEAVY	Director	1.00	Director	$0	$0	$0
VANESSA VAN DE PUTTE	Director	1.00	Director	$0	$0	$0
MOLLY SCHLUTER	Director	1.00	Director	$0	$0	$0
PAUL GARRO	PAST PRESIDENT	1.00	Officer Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$381,457	$431,524	$214,214	$-50,067
2024	$376,043	$454,619	$274,954	$-78,576
2023	$362,102	$412,741	$332,812	$-50,639
2022	$351,146	$369,392	$392,411	$-18,246
2021	$317,328	$291,180	$446,065	$26,148
2020	$391,979	$401,132	$409,224	$-9,153
2019	$415,620	$452,064	$451,741	$-36,444

ROTARY CLUB OF SAN ANTONIO