Rotary Club of Fresno (EIN 940818249) - 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

1916

Legal Domicile

Principal Officer

Valerie Vuicich

Phone

5595196260

Tax Period

2024-07-01 to 2025-06-30

Rotary Club of Fresno, founded in 1916, is a small nonprofit in the Community Improvement sector that reported $314K in total revenue in fiscal year 2024. Expenses of $283K left a modest 10% surplus.

Mission

The Rotary Club of Fresno's mission is to establish friendships, create networking opportunities and positively impact lives locally and around the world.

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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 $281,297

Program Service Revenue $0

Investment Income $32,326

Other Revenue $0

TOTAL REVENUE $313,623

Expense Breakdown

Grants Paid $56,460

Salaries & Benefits $104,365

Fundraising Expenses $0

Program Expenses $84,531

Other Expenses $122,394

TOTAL EXPENSES $283,219

Year-over-Year Comparison

	2024	2023	Change
Revenue	$313,623	$294,358	+0.1%
Expenses	$283,219	$323,610	-0.1%
Net Income	$30,404	$-29,252	-2.0%

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

Volunteers

230

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
Dick Herrinton	Treasurer	25.00	Officer Director	$0	$0	$0
Darrick Duerksen	Director	2.00	Director	$0	$0	$0
Emil Milevoj	President Elect	2.00	Officer Director	$0	$0	$0
Courtney Shapiro	Director	2.00	Director	$0	$0	$0
Diane Carbray	Director	2.00	Director	$0	$0	$0
Rick Wolf	Director	2.00	Director	$0	$0	$0
Wilma Hashimoto	Director	2.00	Director	$0	$0	$0
Rickie Dhillon	Director	2.00	Director	$0	$0	$0
Mona Cummings	Director	2.00	Director	$0	$0	$0
Kathy Huebert	Director	2.00	Director	$0	$0	$0
Mike Falge	Vice President	10.00	Officer Director	$0	$0	$0
Valerie Vuicich	President	10.00	Officer Director	$0	$0	$0
Kirstine McAllaster	Director	2.00	Director	$0	$0	$0
Jeffie Hickman	Secretary	2.00	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	$313,623	$283,219	$574,791	$30,404
2024	$294,358	$323,610	$546,010	$-29,252
2023	$321,917	$308,906	$571,721	$13,011
2022	$326,521	$243,313	$558,521	$83,208
2021	$272,285	$221,296	$463,695	$50,989
2020	$257,967	$269,544	$410,548	$-11,577
2019	$289,158	$312,059	$432,730	$-22,901
2018	$315,915	$263,331	$452,235	$52,584

Rotary Club of Fresno