ROTARY CLUB OF PHOENIX ARIZONA

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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

1914

Legal Domicile

Principal Officer

MONTE LANGE

Tax Period

2020-07-01 to 2021-06-30

ROTARY CLUB OF PHOENIX ARIZONA, founded in 1914, is a small nonprofit that reported $133K in total revenue in fiscal year 2020. Revenue fell 24% from the prior year — a significant decline worth monitoring. Expenses of $122K left a modest 9% surplus.

Mission

THE ROTARY CLUB OF PHOENIX IS A MEMBERSHIP ORGANIZATION DEDICATED TO SERVING THE COMMUNITY OF PHOENIX, ARIZONA.

Program Service Accomplishments

Program 1

Expenses: $36,386

ROTARY CLUB OF PHOENIX HELD LUNCHES FOR MEMBERS AND GUESTS TO ENCOURAGE PARTICIPATION IN CLUB COMMUNITY SERVICE ACTIVITIES. THE ORGANIZATION ALSO HELD SEVERAL FELLOWSHIP OUTINGS TO PROMOTE MEMBER...

ROTARY CLUB OF PHOENIX HELD LUNCHES FOR MEMBERS AND GUESTS TO ENCOURAGE PARTICIPATION IN CLUB COMMUNITY SERVICE ACTIVITIES. THE ORGANIZATION ALSO HELD SEVERAL FELLOWSHIP OUTINGS TO PROMOTE MEMBER FRIENDSHIPS.

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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 (2020)

Revenue Breakdown

Contributions & Grants $122,330

Program Service Revenue $9,617

Investment Income $0

Other Revenue $1,377

TOTAL REVENUE $133,324

Expense Breakdown

Grants Paid $0

Salaries & Benefits $65,609

Fundraising Expenses $0

Program Expenses $36,386

Other Expenses $56,290

TOTAL EXPENSES $121,899

Year-over-Year Comparison

	2020	2019	Change
Revenue	$133,324	$174,426	-0.2%
Expenses	$121,899	$167,611	-0.3%
Net Income	$11,425	$6,815	+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

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
JAY MURPHHY	DIRECTOR	2.00	Director	$0	$0	$0
BARRY PATTERSON	DIRECTOR	2.00	Director	$0	$0	$0
PAUL BUSE	DIRECTOR	2.00	Director	$0	$0	$0
SUSAN LAGANKE	DIRECTOR	2.00	Director	$0	$0	$0
DAN CAPOTE	SEARGEANT AT ARMS	2.00	Director	$0	$0	$0
TED TAYLOR	DIRECTOR	2.00	Director	$0	$0	$0
MATT DIETHELM	DIRECTOR	2.00	Director	$0	$0	$0
APRIL MILLER	DIRECTOR	2.00	Director	$0	$0	$0
ANDY GUTIERREZ	DIRECTOR	2.00	Director	$0	$0	$0
CRAIG WILSON	DIRECTOR	2.00	Director	$0	$0	$0
ANGELA LOPEZ	VICE PRESIDENT	2.00	Director	$0	$0	$0
MONTE LANGE	IMMEDIATE PAST PRESIDENT	5.00	Officer	$0	$0	$0
ELIZABETH WISTHOFF	SECRETARY	2.00	Officer	$0	$0	$0
ANDREA MOSELEY	PRESIDENT	2.00	Officer	$0	$0	$0
GENE SEIFERT	TREASURER	2.00	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
2021	$133,324	$121,899	$65,905	$11,425
2020	$174,426	$167,611	$54,480	$6,815