ROTARY CLUB OF CASPER (EIN 830143356) - 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

Principal Officer

LORI KLATT

Phone

3074395360

Tax Period

2024-07-01 to 2025-06-30

ROTARY CLUB OF CASPER, founded in 1919, is a small nonprofit that reported $188K in total revenue in fiscal year 2024. Revenue decreased 17% compared to the prior year.

Mission

COMMUNITY SERVICE / FELLOWSHIP

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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 (2024)

Revenue Breakdown

Contributions & Grants $46,607

Program Service Revenue $85,327

Investment Income $4,735

Other Revenue $51,609

TOTAL REVENUE $188,278

Expense Breakdown

Grants Paid $56,357

Salaries & Benefits $15,960

Fundraising Expenses $0

Program Expenses $173,911

Other Expenses $61,861

TOTAL EXPENSES $202,084

Year-over-Year Comparison

	2024	2023	Change
Revenue	$188,278	$227,478	-0.2%
Expenses	$202,084	$239,915	-0.2%
Net Income	$-13,806	$-12,437	+0.1%

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

154

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

$15,960

Total Directors

$15,960

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAN ODELL	PAST PRESIDENT	2.00	Director	$0	$0	$0
LORI KLATT	PRESIDENT	10.00	Officer Director	$0	$0	$0
NICK WHIPPS	PRESIDENT ELECT NOMINEE	2.00	Officer Director	$0	$0	$0
NICOLE THOLSON	SECRETARY	5.00	Officer Director	$7,980	$0	$7,980
GLENN JANUSKA	TREASURER	5.00	Officer Director	$7,980	$0	$7,980
MEGAN BRATTON	DIRECTOR	2.00	Director	$0	$0	$0
MIKE MORRISSEY	DIRECTOR	2.00	Director	$0	$0	$0
DAVID SIMONSON	DIRECTOR	2.00	Director	$0	$0	$0
SABRINA KEMPER	DIRECTOR	2.00	Director	$0	$0	$0
MIKE LOUGEE	DIRECTOR	2.00	Director	$0	$0	$0
GREYSON BUCKINGHAM	DIRECTOR	2.00	Director	$0	$0	$0
SHELBY KRAUS	DIRECTOR	2.00	Director	$0	$0	$0
CHASTIDY COCKRUM	PRESIDENT ELECT	2.00	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	$188,278	$202,084	$159,832	$-13,806
2024	$227,478	$239,915	$171,474	$-12,437
2023	$224,740	$326,010	$183,300	$-101,270
2022	$251,073	$243,932	$286,805	$7,141
2021	$149,402	$262,876	$280,769	$-113,474
2020	$263,293	$208,499	$390,009	$54,794
2019	$265,928	$243,973	$339,229	$21,955

ROTARY CLUB OF CASPER