Rotary International Marshall (EIN 756036282) - 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

1919

Legal Domicile

Phone

9039350325

Tax Period

2023-07-01 to 2024-06-30

Rotary International Marshall, founded in 1919, is a small nonprofit that reported $105K in total revenue in fiscal year 2023. Expenses of $94K left a modest 10% surplus.

Mission

Rotary International Marshall is one of many clubs who are part of a connection with Rotary, an international organization (a global network) of over a million people who come together to make positive, lasting change in communities and countries around the world.

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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 $42,286

Program Service Revenue $28,445

Investment Income $34,470

Other Revenue $0

TOTAL REVENUE $105,201

Expense Breakdown

Grants Paid $22,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $67,225

Other Expenses $72,343

TOTAL EXPENSES $94,343

Year-over-Year Comparison

	2023	2022	Change
Revenue	$105,201	$102,602	+0.0%
Expenses	$94,343	$88,104	+0.1%
Net Income	$10,858	$14,498	-0.3%

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

N/A

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	Role	Reportable Comp	Other Comp	Total
Glenn Bickerdike	President	Officer Director	$0	$0	$0
Keith Purvis	RYLA	Director	$0	$0	$0
Daren Horton	Treasurer	Officer Director	$0	$0	$0
Brad Howlett	President Elect	Director	$0	$0	$0
Hannah Luce	Secretary	Officer Director	$0	$0	$0
Brian Somerford	Diploma Plus	Director	$0	$0	$0
Louraiseal McDonald	Membership	Director	$0	$0	$0
Steven O'Bryan	Flag Chair	Director	$0	$0	$0
Glenn Bickerdike	Scholarship	Director	$0	$0	$0
Ted Huffhines	Foundation	Director	$0	$0	$0
Stacia Runnels	Community Serv	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	No data	No data	No data	No data
2024	$105,201	$94,343	$812,410	$10,858
2023	$102,602	$88,104	$751,387	$14,498
2022	$108,571	$85,902	$732,518	$22,669
2021	$79,630	$95,327	$713,378	$-15,697
2020	$117,061	$77,216	$603,939	$39,845
2019	$87,372	$67,602	$622,859	$19,770
2018	$82,331	$70,158	$581,443	$12,173

Rotary International Marshall