Rotary International Sumner Rotary Club (EIN 916033379) - 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

1926

Legal Domicile

Principal Officer

Kristy Pistilli

Tax Period

2024-07-01 to 2025-06-30

Rotary International Sumner Rotary Club, founded in 1926, is a small nonprofit that reported $334K in total revenue in fiscal year 2024. Revenue surged 42% from the prior year, signaling strong growth momentum.

Mission

Charitable and education

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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 $222,118

Program Service Revenue $0

Investment Income $16

Other Revenue $112,001

TOTAL REVENUE $334,135

Expense Breakdown

Grants Paid $310,472

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $310,472

Other Expenses $38,780

TOTAL EXPENSES $349,252

Year-over-Year Comparison

	2024	2023	Change
Revenue	$334,135	$235,598	+0.4%
Expenses	$349,252	$309,465	+0.1%
Net Income	$-15,117	$-73,867	-0.8%

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	Role	Reportable Comp	Other Comp	Total
Kristy Pistilli	President	Officer	$0	$0	$0
Ron McCorkle	President elect	Officer	$0	$0	$0
Barbara Bitetto	Secretary	Officer	$0	$0	$0
Jeff Rounce	Treasurer	Officer	$0	$0	$0
David Eidsaune	Past president	Officer	$0	$0	$0
Barbara Riske	Director	Director	$0	$0	$0
Elizabeth Ringer	Director	Director	$0	$0	$0
Mark Evers	Director	Director	$0	$0	$0
Marilee Hill Anderson	Director	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	$334,135	$349,252	$106,420	$-15,117
2024	$235,598	$309,465	$121,537	$-73,867
2023	$261,409	$252,401	$195,404	$9,008
2022	$197,848	$194,280	$186,396	$3,568

Rotary International Sumner Rotary Club