ROTARY CLUB OF JACKSON HOLE WYOMING

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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

1941

Legal Domicile

Principal Officer

SEADAR ROSE DAVIS

Phone

3077335160

Tax Period

2023-07-01 to 2024-06-30

ROTARY CLUB OF JACKSON HOLE WYOMING, founded in 1941, is a small nonprofit in the Community Improvement sector that reported $175K in total revenue in fiscal year 2023. Revenue surged 29% from the prior year, signaling strong growth momentum.

Mission

PROVIDE SERVICE TO OTHERS, PROMOTE INTEGRITY AND ADVANCE WORLD UNDERSTANDING, GOODWILL, AND PEACE THROUGH OUR FELLOWSHIP OF BUSINESS, PROFESSIONAL, AND COMMUNITY LEADERS.

Program Service Accomplishments

Program 1

Expenses: $124,316

ROTARY CLUB OF JACKSON HOLE COLLECTS MEMBERSHIP DUES QUARTLERY. THE CLUB HAD APPROXIMATELY 120 MEMBERS DURING THE YEAR. MEMBER DUES COVERED THE COSTS OF INTERNATIONAL AND DISTRICT ROTARY DUES, WEEKLY...

Program 2

Expenses: $7,503

ROTARY CLUB OF JACKSON HOLE PARTICIPATES IN THE COWBOY COUNTRY ROTARY YOUTH EXCHANGE FOR ROTARY INTERNATIONAL DISTRICT 5440. DURING FISCAL YEAR 2024, THE CLUB HOSTED ONE EXCHANGE STUDENT WHICH...

ROTARY CLUB OF JACKSON HOLE PARTICIPATES IN THE COWBOY COUNTRY ROTARY YOUTH EXCHANGE FOR ROTARY INTERNATIONAL DISTRICT 5440. DURING FISCAL YEAR 2024, THE CLUB HOSTED ONE EXCHANGE STUDENT WHICH INCLUDES COVERING THE COST OF A MONTHLY STIPEND, ROTARY DISTRICT 5440 EXCHANGE STUDENT TRIP, AND OTHER NECESSARY COSTS.

Program 3

Expenses: $27,775

ROTARY CLUB OF JACKSON HOLE SUPPORT THE ROTARY CLUB OF JACKSON HOLE FOUNDATION SCHOLARSHIP PROGRAM. FUNDS ARE RAISED AND REIMBURSED TO THE FOUNDATION FOR ANNUAL SCHOLARSHIPS TO TETON COUNTY HIGH...

ROTARY CLUB OF JACKSON HOLE SUPPORT THE ROTARY CLUB OF JACKSON HOLE FOUNDATION SCHOLARSHIP PROGRAM. FUNDS ARE RAISED AND REIMBURSED TO THE FOUNDATION FOR ANNUAL SCHOLARSHIPS TO TETON COUNTY HIGH SCHOOL STUDENTS.

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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 $166,162

Program Service Revenue $0

Investment Income $8,856

Other Revenue $0

TOTAL REVENUE $175,018

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $1,871

Program Expenses $159,594

Other Expenses $184,045

TOTAL EXPENSES $184,045

Year-over-Year Comparison

	2023	2022	Change
Revenue	$175,018	$135,725	+0.3%
Expenses	$184,045	$170,529	+0.1%
Net Income	$-9,027	$-34,804	-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

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
TOM BRUNO	PRESIDENT	2.00	Officer Director	$0	$0	$0
SEADAR ROSE DAVIS	PRESIDENT EL	2.00	Officer Director	$0	$0	$0
JESSICA JAUBERT	PAST PRESIDE	2.00	Officer Director	$0	$0	$0
ERIN WEISMAN	SECRETARY	2.00	Officer Director	$0	$0	$0
KATIE BERTOGLIO	TREASURER	2.00	Officer Director	$0	$0	$0
JARED BOLDEMANN	PROGRAM DIRE	2.00	Officer Director	$0	$0	$0
JIM WALDROP	BOARD MEMBER	2.00	Director	$0	$0	$0
MELISSA TURLEY	BOARD MEMBER	2.00	Director	$0	$0	$0
JIM ELWOOD	BOARD MEMBER	2.00	Director	$0	$0	$0
SHELBY READ	BOARD MEMBER	2.00	Director	$0	$0	$0
LEN CARLMAN	BOARD MEMBER	2.00	Director	$0	$0	$0
JOHN GOETTLER	BOARD MEMBER	2.00	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
2025	No data	No data	No data	No data
2024	$175,018	$184,045	$337,054	$-9,027
2023	$135,725	$170,529	$351,382	$-34,804
2022	$133,042	$82,755	$367,808	$50,287
2021	$120,000	$57,278	$313,290	$62,722
2020	$136,645	$139,014	$261,434	$-2,369
2019	$191,968	$179,324	$266,337	$12,644