ROTARY INTERNATIONAL ODESSA ROTARY CLUB (EIN 756036772) - 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

1938

Legal Domicile

Phone

4325563198

Tax Period

2023-07-01 to 2024-06-30

ROTARY INTERNATIONAL ODESSA ROTARY CLUB, founded in 1938, is a micro nonprofit that reported $53K in total revenue in fiscal year 2023. Revenue surged 124% from the prior year, signaling strong growth momentum. Expenses of $47K left a modest 11% surplus.

Mission

THE OBJECT OF ROTARY IS TO ENCOURAGE AND FOSTER THE IDEAL OF SERVICE AS A BASIS OF WORTHY ENTEPRISE.

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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 $32,307

Program Service Revenue $0

Investment Income $17

Other Revenue $20,666

TOTAL REVENUE $52,990

Expense Breakdown

Grants Paid $0

Salaries & Benefits $10,800

Fundraising Expenses $0

Program Expenses $35,752

Other Expenses $36,177

TOTAL EXPENSES $46,977

Year-over-Year Comparison

	2023	2022	Change
Revenue	$52,990	$23,610	+1.2%
Expenses	$46,977	$20,446	+1.3%
Net Income	$6,013	$3,164	+0.9%

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
KIM ORTEGA	PRESIDENT	2.00	Officer	$0	$0	$0
JIM BREAUX	PRES ELECT	2.00	Officer	$0	$0	$0
ED MENDEZ	VICE PRES	2.00	Officer	$0	$0	$0
PAT AUSTIN	EXE SECRETARY	40.00	Officer	$0	$0	$0
KATHY MCLNTYRE	INTERNATIONAL SERVICE	2.00	Officer	$0	$0	$0
JAY KIRK	MEMBERSHIP	2.00	Officer	$0	$0	$0
RODNEY HURT	SERGEANT AT ARMS	2.00	Officer	$0	$0	$0
CRAIG VAN AMBURGH	PUBLIC RELATIONS	2.00	Officer	$0	$0	$0
RHONDA SPYKES	ADMINISTRATION	2.00	Officer	$0	$0	$0
CONNIE COOTS	IMMEDIATE PAST PRESIDENT	2.00	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	$52,990	$46,977	$42,576	$6,013
2023	$23,610	$20,446	$42,341	$3,164
2022	$33,361	$32,288	$32,263	$1,073
2021	$32,846	$32,924	$35,684	$-78
2020	$61,663	$57,206	$30,566	$4,457
2019	$29,803	$33,345	$33,357	$-3,542

ROTARY INTERNATIONAL ODESSA ROTARY CLUB