Rotary Club of Portland

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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

1910

Legal Domicile

Principal Officer

JANA COLE

Phone

5032281542

Tax Period

2024-07-01 to 2025-06-30

Rotary Club of Portland, founded in 1910, is a small nonprofit that reported $187K in total revenue in fiscal year 2024. Expenses of $179K left a modest 4% surplus.

Mission

THE MISSION OF THE ROTARY CLUB OF PORTLAND IS TO BE THE PRE-EMINENT SERVICE CLUB IN PORTLAND BY BEING THE VEHICLE FOR FOSTERING FELLOWSHIP, LEADERSHIP AND SERVICE THAT BENEFIT OUR MEMBERS, OUR COMMUNITY AND OUR INTERNATIONAL COLLABORATORS.

Program Service Accomplishments

Program 1

Expenses: $81,365 Revenue: $61,818

LUNCHEONS

Program 2

Expenses: $67,629 Revenue: $65,294

ORGANIZATION EXPENSES

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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 $55,000

Program Service Revenue $126,932

Investment Income $2,480

Other Revenue $2,776

TOTAL REVENUE $187,188

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $148,994

Other Expenses $179,038

TOTAL EXPENSES $179,038

Year-over-Year Comparison

	2024	2023	Change
Revenue	$187,188	$191,638	0.0%
Expenses	$179,038	$206,268	-0.1%
Net Income	$8,150	$-14,630	-1.6%

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

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
CURTIS SHIREY	President	1.00	Officer Director	$0	$0	$0
JANA COLE	PRESIDENT ELECT	1.00	Officer Director	$0	$0	$0
LAURA FOLEY	PRES ELECT NOM	1.00	Officer Director	$0	$0	$0
WILL NOLAN	PAST PRESIDENT	1.00	Officer Director	$0	$0	$0
NIHAD AWIDEH	BOARD MEMBER	1.00	Director	$0	$0	$0
ROBERT KRAFT	BOARD MEMBER	1.00	Director	$0	$0	$0
ULRIKE DEVOTO	BOARD MEMBER	1.00	Director	$0	$0	$0
JERRY ELLIOT	BOARD MEMBER	1.00	Director	$0	$0	$0
DON LIVINGSTONE	BOARD MEMBER	1.00	Director	$0	$0	$0
TAMARA BROWN	BOARD MEMBER	1.00	Director	$0	$0	$0
JESSICA CERNE	BOARD MEMBER	1.00	Director	$0	$0	$0
TIM BECKER	BOARD MEMBER	1.00	Director	$0	$0	$0
JIM DUNN	BOARD MEMBER	1.00	Director	$0	$0	$0
ALEXIA BALTAZAR	BOARD MEMBER	1.00	Director	$0	$0	$0
COLE MILLS	BOARD MEMBER	1.00	Director	$0	$0	$0
JOHN WATERS	BOARD MEMBER	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	$187,188	$179,038	$124,157	$8,150
2024	$191,638	$206,268	$120,851	$-14,630
2023	$193,588	$207,095	$118,766	$-13,507
2020	$313,457	$320,351	$147,562	$-6,894
2019	$352,608	$354,569	$166,766	$-1,961
2018	$352,313	$383,068	$172,836	$-30,755