PHOENIX ROTARY CLUB CHARITIES

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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

1967

Legal Domicile

Principal Officer

KATHY MITCHELL

Phone

6026048221

Tax Period

2024-07-01 to 2025-06-30

PHOENIX ROTARY CLUB CHARITIES, founded in 1967, is a small nonprofit that reported $480K in total revenue in fiscal year 2024. Revenue surged 143% from the prior year, signaling strong growth momentum. Expenses of $586K exceeded revenue, resulting in a 22% operating deficit.

Mission

PHOENIX ROTARY CLUB CHARITIES SUPPORTS THE HUMANITARIAN, EDUCATIONAL AND OTHER COMMUNITY SERVICE PROJECTS AND PROGRAMS OF PHOENIX ROTARY 100.

Program Service Accomplishments

Program 1

Expenses: $555,935

TO PROVDE FUNDING FOR COMMUNITY SERVICE PROJECTS AND CHARITIES

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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 $434,130

Program Service Revenue $0

Investment Income $29,347

Other Revenue $16,766

TOTAL REVENUE $480,243

Expense Breakdown

Grants Paid $489,942

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $555,935

Other Expenses $96,460

TOTAL EXPENSES $586,402

Year-over-Year Comparison

	2024	2023	Change
Revenue	$480,243	$197,350	+1.4%
Expenses	$586,402	$189,172	+2.1%
Net Income	$-106,159	$8,178	-14.0%

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
CRAIG WILSON	Director	2.00	Director	$0	$0	$0
ANDREA MOSLEY	Director	2.00	Director	$0	$0	$0
ANGELA LOPEZ	Director	2.00	Director	$0	$0	$0
FRED GOLDMAN	Director	2.00	Director	$0	$0	$0
MIKE STOHLER	PR100 DIRECTOR	2.00	Director	$0	$0	$0
ROGER MARCE	Director	2.00	Director	$0	$0	$0
RANDY LONG	Director	2.00	Director	$0	$0	$0
JOS ANSHELL	Director	2.00	Director	$0	$0	$0
MONTE LANGE	Director	2.00	Director	$0	$0	$0
KATHY MITCHELL	Chairman	2.00	Officer	$0	$0	$0
DAN CAPOTE	PRIOR PRESIDENT	2.00	Officer	$0	$0	$0
PHIL GEIGER	Secretary	2.00	Officer	$0	$0	$0
STEVE GOLDSTON	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
2025	$480,243	$586,402	$1,213,475	$-106,159
2024	$197,350	$189,172	$1,241,914	$8,178
2023	$128,600	$134,046	$1,161,967	$-5,446
2022	$148,749	$180,045	$1,120,192	$-31,296
2021	$201,534	$132,240	$1,250,734	$69,294
2020	$186,081	$118,610	$1,067,025	$67,471
2019	$361,323	$315,688	$1,040,470	$45,635