ROTARY CLUB OF TRUCKEE INC (EIN 942675501) - 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

1978

Legal Domicile

Principal Officer

MITCH CLARIN

Phone

5303086978

Tax Period

2024-07-01 to 2025-06-30

ROTARY CLUB OF TRUCKEE INC, founded in 1978, is a small nonprofit that reported $197K in total revenue in fiscal year 2024. Revenue grew 19% year-over-year, indicating healthy expansion. Expenses of $184K left a modest 6% surplus.

Mission

TO ORGANIZE AND RUN EVENTS AND ACTIVITIES TO RAISE FUNDS THAT ARE USED TO HELP SUPPORT COMMUNITY CHARITABLE NEEDS

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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 $93,034

Program Service Revenue $0

Investment Income $0

Other Revenue $103,865

TOTAL REVENUE $196,899

Expense Breakdown

Grants Paid $75,173

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $172,940

Other Expenses $109,019

TOTAL EXPENSES $184,192

Year-over-Year Comparison

	2024	2023	Change
Revenue	$196,899	$166,032	+0.2%
Expenses	$184,192	$153,267	+0.2%
Net Income	$12,707	$12,765	0.0%

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

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
JERRY BLACKWELL	FOUNDATION	Director	$0	$0	$0
JANET VAN GELDER	PAST PRESIDENT	Director	$0	$0	$0
APRIL COLE	YOUTH SERVICES	Director	$0	$0	$0
LORI MARQUETTE	COMMUNITY SERV	Director	$0	$0	$0
GUDRUN DYBDAL	INTERNATIONAL	Director	$0	$0	$0
ERNIE DAMBACH	VOCATION	Director	$0	$0	$0
AIMEE SCHALLER	CLUB SERVICE	Director	$0	$0	$0
BARBARA WILKINSON	PUBLIC IMAGE	Director	$0	$0	$0
LUCAS MCCELLAND	MEMBERSHIP	Director	$0	$0	$0
MITCH CLARIN	President	Officer	$0	$0	$0
RICHARD ANDERSON	PRESIDENT ELECT	Officer	$0	$0	$0
BRIAN MARSH	Treasurer	Officer	$0	$0	$0
DORINDA VANCE	Secretary	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	$196,899	$184,192	$90,485	$12,707
2024	$166,032	$153,267	$78,358	$12,765
2023	$112,585	$141,826	$68,254	$-29,241
2022	$118,035	$102,492	$95,821	$15,543
2021	$68,207	$68,626	$80,550	$-419
2020	$123,349	$143,168	$78,987	$-19,819
2019	$134,950	$134,855	$97,991	$95

ROTARY CLUB OF TRUCKEE INC