ROTARY CLUB OF SOLDOTNA INC

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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

1979

Legal Domicile

Tax Period

2024-07-01 to 2025-06-30

ROTARY CLUB OF SOLDOTNA INC, founded in 1979, is a small nonprofit that reported $133K in total revenue in fiscal year 2024. Revenue decreased 20% compared to the prior year. Expenses of $154K exceeded revenue, resulting in a 16% operating deficit.

Mission

To promote Peace, Health, Community and World Services, Advancement of Education and promotion of business ethics and values.

Program Service Accomplishments

Program 1

Expenses: $141,526 Revenue: $69,990

Community and World Service projects including International Youth Exchange and scholarships for High School seniors.

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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 $21,210

Program Service Revenue $69,990

Investment Income $16,548

Other Revenue $25,355

TOTAL REVENUE $133,103

Expense Breakdown

Grants Paid $8,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $141,526

Other Expenses $146,268

TOTAL EXPENSES $154,268

Year-over-Year Comparison

	2024	2023	Change
Revenue	$133,103	$165,945	-0.2%
Expenses	$154,268	$124,788	+0.2%
Net Income	$-21,165	$41,157	-1.5%

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

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
ALLEN AUXIER	Director	2.00	Director	$0	$0	$0
ELLEN ADLAM	Secretary	4.00	Officer Director	$0	$0	$0
WILL MORROW	PRESIDENT ELECT	2.00	Officer Director	$0	$0	$0
Robert Lambe	Treasurer	4.00	Officer Director	$0	$0	$0
MICHAEL DYE	PAST PRESIDENT	2.00	Officer Director	$0	$0	$0
TRENT DODSON	Vice President	2.00	Officer Director	$0	$0	$0
JACK HESTER	SERGEANT AT ARM	2.00	Officer Director	$0	$0	$0
SHERRI BOGGS	Director	2.00	Director	$0	$0	$0
ROB KENNEY	Director	2.00	Director	$0	$0	$0
merrill sikorski	Director	2.00	Director	$0	$0	$0
BRIAN ERWIN	President	4.00	Officer 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	$133,103	$154,268	$343,296	$-21,165
2024	$165,945	$124,788	$339,191	$41,157
2023	$126,156	$116,418	$238,305	$9,738
2022	$135,986	$117,950	$206,810	$18,036
2021	$79,513	$73,532	$241,409	$5,981
2020	$98,784	$103,798	$181,079	$-5,014
2019	$113,512	$107,226	$170,000	$6,286