ROTARY INTERNATIONAL LAKEPORT (EIN 946104065) - 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

1965

Legal Domicile

Phone

7073505184

Tax Period

2023-07-01 to 2024-06-30

ROTARY INTERNATIONAL LAKEPORT, founded in 1965, is a micro nonprofit that reported $67K in total revenue in fiscal year 2023. Revenue fell 34% from the prior year — a significant decline worth monitoring. Expenses of $81K exceeded revenue, resulting in a 21% operating deficit.

Mission

THE CLUB IS PART OF ROTARY INTERNATIONAL TO PROVIDE COMMUNITY SERVICE.

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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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $43,579

Investment Income $0

Other Revenue $23,327

TOTAL REVENUE $66,906

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $67,055

Other Expenses $81,161

TOTAL EXPENSES $81,161

Year-over-Year Comparison

	2023	2022	Change
Revenue	$66,906	$101,504	-0.3%
Expenses	$81,161	$94,440	-0.1%
Net Income	$-14,255	$7,064	-3.0%

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

N/A

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
MARTY DIESMAN	Treasurer	10.00	Director	$0	$0	$0
LAURA McANDREWS SAMMEL	Past President	8.00	Director	$0	$0	$0
MARK LIPPS	President	10.00	Director	$0	$0	$0
DAVID MOON-WAINWRIGHT	Director	10.00	Director	$0	$0	$0
PAMELA HARPSTER	President-elect	8.00	Director	$0	$0	$0
TOM LINCOLN	Bulletin Editor	8.00	Director	$0	$0	$0
FAITH CHEYENNE HORNBY	Director	8.00	Director	$0	$0	$0
DAVID PAUL SCHWENGER	Secretary	8.00	Director	$0	$0	$0
LANCE BUTCHER	Director	8.00	Director	$0	$0	$0
JOHN LAWSON	Arms	8.00	Director	$0	$0	$0
MARIE SCHRADER	PR Chair	8.00	Director	$0	$0	$0
ARTHUR MANN	Bulletin Editor	8.00	Director	$0	$0	$0
MICHAEL RAGSDALE	Asst. Govenor	8.00	Director	$0	$0	$0
KELLY BUTCHER	Director	8.00	Director	$0	$0	$0
BETH HAVRILLA	Director	8.00	Director	$0	$0	$0
ANDREW BLUM	Bulletin Editor	8.00	Director	$0	$0	$0
DENNIS FORDHAM	Program Chair	8.00	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	No data	No data	No data	No data
2024	$66,906	$81,161	$119,105	$-14,255
2023	$101,504	$94,440	$133,360	$7,064
2022	$93,078	$67,515	$126,357	$25,563
2021	$65,204	$63,905	$100,794	$1,299
2020	$85,613	$78,697	$98,227	$6,916
2019	$143,650	$93,603	$91,311	$50,047
2018	$41,615	$75,469	$81,162	$-33,854

ROTARY INTERNATIONAL LAKEPORT