ROTARY INTERNATIONAL STEAMBOAT SPRINGS (EIN 840897976) - 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

1974

Legal Domicile

Phone

9708799158

Tax Period

2024-07-01 to 2025-06-30

ROTARY INTERNATIONAL STEAMBOAT SPRINGS, founded in 1974, is a small nonprofit that reported $284K in total revenue in fiscal year 2024. Revenue grew 16% year-over-year, indicating healthy expansion.

Mission

COMMUNITY SERVICE THROUGH GRANTS, SCHOLARSHIPS, AND INTERACTION. ROTARY ENCOURAGES AND FOSTERS THE IDEAL OF SERVICE AS A BASIS OF WORTHY ENTERPRISE.

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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 $261,364

Program Service Revenue $0

Investment Income $209

Other Revenue $22,500

TOTAL REVENUE $284,073

Expense Breakdown

Grants Paid $191,545

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $193,122

Other Expenses $91,628

TOTAL EXPENSES $283,173

Year-over-Year Comparison

	2024	2023	Change
Revenue	$284,073	$245,328	+0.2%
Expenses	$283,173	$245,328	+0.2%
Net Income	$900	N/A	N/A

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
SUSIE WILKINSON	President	2.00	Officer Director	$0	$0	$0
DEBBIE ARAGON	President Elect	2.00	Officer Director	$0	$0	$0
KARL GILLS	Treasurer	2.00	Officer Director	$0	$0	$0
ROBERTA SMITH	Secretary	2.00	Officer Director	$0	$0	$0
ASHLEY KANE	Past President	2.00	Director	$0	$0	$0
JOE TECCE	Director	2.00	Director	$0	$0	$0
HEATHER MARTYN	Director	2.00	Director	$0	$0	$0
MATT ROCHON	Director	2.00	Director	$0	$0	$0
KERRYN JOHNSON	Director	2.00	Director	$0	$0	$0
GILLIAN MORRIS	Director	2.00	Director	$0	$0	$0
ADIRENNE STROOCK	Director	2.00	Director	$0	$0	$0
CHUCK CERASOLI	Director	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	$284,073	$283,173	$94,590	$900
2024	$245,328	$245,328	$93,615	No data
2023	$225,655	$232,249	$97,965	$-6,594
2022	$255,452	$244,471	$166,265	$10,981
2021	$132,405	$128,881	$98,261	$3,524
2020	$265,447	$265,287	$72,655	$160
2019	$193,576	$192,786	$86,602	$790
2018	$217,258	$210,659	$108,071	$6,599

ROTARY INTERNATIONAL STEAMBOAT SPRINGS