ROTARY SERVICE INC (EIN 946064217) - 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

1931

Legal Domicile

Principal Officer

BUCK DALES

Phone

4156098565

Tax Period

2024-07-01 to 2025-06-30

ROTARY SERVICE INC, founded in 1931, is a small nonprofit in the Community Improvement sector that reported $298K in total revenue in fiscal year 2024. Revenue surged 26% from the prior year, signaling strong growth momentum.

Mission

TO RECEIVE, ADMINISTER AND EXPEND PROPERTY AND FUNDS FOR CHARITABLE PURPOSES

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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 $297,811

Program Service Revenue $0

Investment Income $2

Other Revenue $0

TOTAL REVENUE $297,813

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $309,017

Other Expenses $319,165

TOTAL EXPENSES $319,165

Year-over-Year Comparison

	2024	2023	Change
Revenue	$297,813	$236,798	+0.3%
Expenses	$319,165	$247,474	+0.3%
Net Income	$-21,352	$-10,676	+1.0%

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

100

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
FRANK YOKE	PRESIDENT	2.00	Officer Director	$0	$0	$0
OZAN YASAVUR	PRESIDENT ELECT	2.00	Officer Director	$0	$0	$0
BOB HERMANN	PAST PRESIDENT	5.00	Director	$0	$0	$0
DORA DYE	SECRETARY	2.00	Officer Director	$0	$0	$0
BUCK DALES	TREASURER	2.00	Officer Director	$0	$0	$0
DARLENE WILSON	TRUSTEE	2.00	Director	$0	$0	$0
MAUREEN O'SHEA	TRUSTEE	2.00	Director	$0	$0	$0
MARGARET MILEY	TRUSTEE	2.00	Director	$0	$0	$0
STEPHEN GEISHEKER	TRUSTEE	2.00	Director	$0	$0	$0
HANA XU WANG	TRUSTEE	2.00	Director	$0	$0	$0
WENDY SHEW	TRUSTEE	2.00	Director	$0	$0	$0
AM DAUGHERTY	TRUSTEE	2.00	Director	$0	$0	$0
STELLIE KIM	TRUSTEE	2.00	Director	$0	$0	$0
TIMOTHY HORNBECKER	TRUSTEE	2.00	Director	$0	$0	$0
CHRISTOPHER WISEMAN	TRUSTEE	2.00	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	$297,813	$319,165	$123,242	$-21,352
2024	No data	No data	No data	No data
2023	$297,644	$262,214	$192,671	$35,430
2022	$198,931	$204,942	$141,698	$-6,011
2021	$222,531	$265,524	$139,449	$-42,993
2020	$266,723	$299,403	$184,598	$-32,680
2019	$273,058	$194,275	$213,699	$78,783

ROTARY SERVICE INC