ROTARY INTERNATIONAL KETCHUM SUN VALLEY ROTARY CLUB (EIN 826024336) - 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

ALEX D NEVINS

Phone

2087262741

Tax Period

2023-07-01 to 2024-06-30

ROTARY INTERNATIONAL KETCHUM SUN VALLEY ROTARY CLUB is a micro nonprofit that reported $50K in total revenue in fiscal year 2023. Revenue surged 57% from the prior year, signaling strong growth momentum. The organization ran a surplus of $11K, a strong 21% operating margin.

Mission

ROTARY INTERNATIONAL (RI) IS A WORLDWIDE ASSOCIATION OF ROTARY CLUBS THAT PROVIDE SERVICE TO OTHERS, PROMOTE INTEGRITY, AND ADVANCE WORLD UNDERSTANDING, GOODWILL, 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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $23,363

Investment Income $0

Other Revenue $26,591

TOTAL REVENUE $49,954

Expense Breakdown

Grants Paid $8,500

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $39,315

Other Expenses $5,285

TOTAL EXPENSES $39,315

Year-over-Year Comparison

	2023	2022	Change
Revenue	$49,954	$31,746	+0.6%
Expenses	$39,315	$62,861	-0.4%
Net Income	$10,639	$-31,115	-1.3%

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	Hours/Week	Role	Reportable Comp	Other Comp	Total
JIMMY BATES	PAST PRESIDE	1.00	Officer Director	$0	$0	$0
GEORGE KIRK	OFFICER	1.00	Director	$0	$0	$0
KODY LAGGIS	TREASURER	1.00	Officer Director	$0	$0	$0
ALEX D NEVINS	PRESIDENT	1.00	Officer Director	$0	$0	$0
SHANNON NICHOLS	OFFICER	1.00	Director	$0	$0	$0
BOB STONE	SECRETARY	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	No data	No data	No data	No data
2024	$49,954	$39,315	$69,456	$10,639
2023	$31,746	$62,861	$62,707	$-31,115
2022	$54,772	$20,817	$92,410	$33,955
2021	$8,381	$9,727	$53,581	$-1,346
2020	$22,069	$47,900	$53,002	$-25,831
2019	$63,176	$39,046	$85,262	$24,130

ROTARY INTERNATIONAL KETCHUM SUN VALLEY ROTARY CLUB