Yuma Rotary Club (EIN 846037675) - 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

1937

Legal Domicile

Principal Officer

Brannick Harris

Phone

9283141488

Tax Period

2024-07-01 to 2025-06-30

Yuma Rotary Club, founded in 1937, is a small nonprofit that reported $127K in total revenue in fiscal year 2024. Expenses of $143K exceeded revenue, resulting in a 13% operating deficit.

Mission

Support for Youth Related Activities

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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 $3,760

Program Service Revenue $63,911

Investment Income $5,108

Other Revenue $53,780

TOTAL REVENUE $126,559

Expense Breakdown

Grants Paid $22,574

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $130,793

Other Expenses $120,396

TOTAL EXPENSES $142,970

Year-over-Year Comparison

	2024	2023	Change
Revenue	$126,559	$122,131	+0.0%
Expenses	$142,970	$140,312	+0.0%
Net Income	$-16,411	$-18,181	-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

150

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
Page Misenhimer	President Elect	1.00	Director	$0	$0	$0
Sara Bowerman	Director	1.00	Director	$0	$0	$0
Gus Kurupas	Director	1.00	Director	$0	$0	$0
Melissa Short	Director	1.00	Director	$0	$0	$0
Jennifer Reichelt	Director	1.00	Director	$0	$0	$0
Mark Hansberger	Director	1.00	Director	$0	$0	$0
Jay Simonton	Director	1.00	Director	$0	$0	$0
Chris Bolin	Director	1.00	Director	$0	$0	$0
Gabriel Cortazar	Director	1.00	Director	$0	$0	$0
Brannick Harris	President	3.00	Officer	$0	$0	$0
Lori Arney	Treasurer	3.00	Officer	$0	$0	$0
Gen Grosse	Past President	3.00	Officer	$0	$0	$0
Michele Balmer	Secretary	3.00	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
2025	$126,559	$142,970	$210,508	$-16,411
2024	No data	No data	No data	No data
2023	$147,766	$118,649	$229,211	$29,117
2022	$134,333	$107,565	$201,785	$26,768
2019	$138,285	$152,594	$186,151	$-14,309
2018	$171,453	$129,768	$200,460	$41,685

Yuma Rotary Club