ROTARY INTERNATIONAL (EIN 826024337) - 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

1922

Legal Domicile

Principal Officer

HELEN LEBOEUF

Phone

2087904590

Tax Period

2022-07-01 to 2023-06-30

ROTARY INTERNATIONAL, founded in 1922, is a micro nonprofit that reported $90K in total revenue in fiscal year 2022. Revenue decreased 6% compared to the prior year. The organization ran a surplus of $22K, a strong 24% operating margin.

Mission

CIVIC ORGANIZATION SUPPORTING ACTIVITIES WITHIN THE COMMUNITY AND THOSE OF ROTARY INTERNATIONAL IN THE COUNTRY AND WORLDWIDE

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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 (2022)

Revenue Breakdown

Contributions & Grants $53,533

Program Service Revenue $0

Investment Income $7,783

Other Revenue $28,852

TOTAL REVENUE $90,168

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $59,278

Other Expenses $68,543

TOTAL EXPENSES $68,543

Year-over-Year Comparison

	2022	2021	Change
Revenue	$90,168	$95,562	-0.1%
Expenses	$68,543	$28,787	+1.4%
Net Income	$21,625	$66,775	-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

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
ROBERT CLIFFORD	DIRECTOR	003.00	Director	$0	$0	$0
BRAD MELTON	DIRECTOR	003.00	Director	$0	$0	$0
BARBARA CRAIGIE	PREIDENT	005.00	Officer	$0	$0	$0
FRED FICKENWIRTH	PRES-ELECT	005.00	Officer	$0	$0	$0
FRANKIE PAFFILE	SECRETARY	003.00	Officer	$0	$0	$0
HELEN LEBOEUF	TREASURER	003.00	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
2023	$90,168	$68,543	$210,980	$21,625
2022	$95,562	$28,787	$189,355	$66,775

ROTARY INTERNATIONAL