ROTARY INTERNATIONAL

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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

1945

Legal Domicile

Principal Officer

john Priest

Phone

9725962585

Tax Period

2023-07-01 to 2024-06-30

ROTARY INTERNATIONAL, founded in 1945, is a micro nonprofit that reported $58K in total revenue in fiscal year 2023. Revenue decreased 10% compared to the prior year.

Mission

The Plano Rotary Club exists to facilitate the ability of individuals and organizations to serve others.

Program Service Accomplishments

Program 1

Expenses: $47,323 Revenue: $9,165

The club raised funds through member's charitable assessments and other fundraising efforts to support its charitable 501(c)(3) foundation The Plano Rotary Foundation. Other accomplishments included volunteer efforts such as clean up projects, Habitat for Humanity Service project, the Four-Way Speech Contest, Rotary Youth Leadership Academy, and homeless shelter Samaritan Inn's Angel Tree Event.

Program 2

Expenses: $0 Revenue: $0

N/A

Program 3

Expenses: $0 Revenue: $0

N/A

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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 (2023)

Revenue Breakdown

Contributions & Grants $57,765

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $57,765

Expense Breakdown

Grants Paid $9,165

Salaries & Benefits $12,000

Fundraising Expenses $0

Program Expenses $47,323

Other Expenses $38,158

TOTAL EXPENSES $59,323

Year-over-Year Comparison

	2023	2022	Change
Revenue	$57,765	$64,113	-0.1%
Expenses	$59,323	$55,317	+0.1%
Net Income	$-1,558	$8,796	-1.2%

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

N/A

Volunteers

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Janelle Twiford-Silvis	Past President	0	Officer	$0	$0	$0
John Caldwell	Treasurer	1	Officer	$0	$0	$0
Bob Kehr	President	1	Officer	$0	$0	$0
Nancy Humphrey	Secretary	1	Officer	$0	$0	$0
John Priest	President Elect	1	Officer	$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	No data	No data	No data	No data
2024	$57,765	$59,323	$20,401	$-1,558
2023	$64,113	$55,317	$21,959	$8,796
2022	$41,917	$42,736	$12,872	$-819
2021	$55,420	$55,309	$13,650	$111
2020	$88,729	$83,220	$14,499	$5,509
2019	$97,205	$101,556	$14,354	$-4,351