ROTARY INTERNATIONAL IDAHO FALLS ROTARY CLUB (EIN 826008143) - 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

Principal Officer

LIZA LEONARD

Tax Period

2020-07-01 to 2021-06-30

ROTARY INTERNATIONAL IDAHO FALLS ROTARY CLUB is a micro nonprofit that reported $70K in total revenue in fiscal year 2020. Revenue decreased 16% compared to the prior year. Expenses of $67K left a modest 5% surplus.

Mission

ADVANCE INTERNATIONAL UNDERSTANDING, GOOD WILL, AND PEACE THROUGH A WORLD FELLOWSHIP OF BUSINESS AND PROFESSIONAL MEN AND WOMEN UNITED IN THE IDEAL OF SERVICE.

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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 (2020)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $69,724

Investment Income $50

Other Revenue $0

TOTAL REVENUE $69,774

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $49,410

Other Expenses $66,557

TOTAL EXPENSES $66,557

Year-over-Year Comparison

	2020	2019	Change
Revenue	$69,774	$83,006	-0.2%
Expenses	$66,557	$73,611	-0.1%
Net Income	$3,217	$9,395	-0.7%

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

N/A

Employees

N/A

Volunteers

127

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
LIZA LEONARD	PRESIDENT	10.00	Officer	$0	$0	$0
CATHERINE SMITH	VICE PRESIDE	5.00	Officer	$0	$0	$0
CHANI TRENCH	SECRETARY	10.00	Officer	$0	$0	$0
BRANDI NEWTON	TREASURER	5.00	Officer	$0	$0	$0
JJ JOHNSON	DIRECTOR	5.00	Director	$0	$0	$0
MIKE O'BLENESS	DIRECTOR	5.00	Director	$0	$0	$0
ELAINE GRAY	DIRECTOR	5.00	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
2021	$69,774	$66,557	$73,539	$3,217
2020	$83,006	$73,611	$72,915	$9,395
2019	$85,197	$88,060	$68,969	$-2,863
2018	$94,761	$92,514	$66,935	$2,247

ROTARY INTERNATIONAL IDAHO FALLS ROTARY CLUB