ROTARY INTERNATIONAL (EIN 856016415) - 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

1970

Legal Domicile

Phone

5057266540

Tax Period

2023-07-01 to 2024-06-30

ROTARY INTERNATIONAL, founded in 1970, is a small nonprofit that reported $249K in total revenue in fiscal year 2023. Revenue surged 26% from the prior year, signaling strong growth momentum. The organization ran a surplus of $119K, a strong 48% operating margin.

Mission

The club's mission is to support and serve the community as a civic organization by improving the community through worth projects including facilitating college scholarships for area high school seniors promoting high ethical standards and assisting less fortunate citizens with food assistance.

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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 $125,591

Program Service Revenue $41,026

Investment Income $81,967

Other Revenue $0

TOTAL REVENUE $248,584

Expense Breakdown

Grants Paid $6,755

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $96,960

Other Expenses $122,704

TOTAL EXPENSES $129,459

Year-over-Year Comparison

	2023	2022	Change
Revenue	$248,584	$196,538	+0.3%
Expenses	$129,459	$121,983	+0.1%
Net Income	$119,125	$74,555	+0.6%

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
Marie Chioda	President	4.00	Officer Director	$0	$0	$0
Klo Abeita	Past President	1.00	Director	$0	$0	$0
Teri Garcia	PresidentElect	1.00	Director	$0	$0	$0
Larry Dorsey	Secretary	2.00	Officer Director	$0	$0	$0
Melissa Sowers	Treasurer	4.00	Officer Director	$0	$0	$0
Joshua Turney	Director	1.00	Director	$0	$0	$0
Jason Sanchez	Director	1.00	Director	$0	$0	$0
Veronica Williams	Director	1.00	Director	$0	$0	$0
Todd Wilson	Director	1.00	Director	$0	$0	$0
Julianna Dooley	Director	1.00	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	$248,584	$129,459	$1,019,561	$119,125
2023	$196,538	$121,983	$901,788	$74,555
2022	$-108,379	$42,722	$825,387	$-151,101
2021	$243,701	$24,948	$977,240	$218,753

ROTARY INTERNATIONAL