MARTINEZ ROTARY CLUB (EIN 946174099) - 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

1944

Legal Domicile

Principal Officer

ELIZABETH AMES

Phone

9257879086

Tax Period

2024-07-01 to 2025-06-30

MARTINEZ ROTARY CLUB, founded in 1944, is a micro nonprofit that reported $63K in total revenue in fiscal year 2024. Revenue decreased 12% compared to the prior year. The organization ran a surplus of $23K, a strong 36% operating margin.

Mission

TO SUPPORT OTHER CIVIC ORGANIZATIONS WHICH ARE EXEMPT FROM INCOE TAX UNDER CODE SECTION 501 (C) 3

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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 $13,450

Program Service Revenue $5,975

Investment Income $43,393

Other Revenue $0

TOTAL REVENUE $62,818

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $34,234

Other Expenses $39,999

TOTAL EXPENSES $39,999

Year-over-Year Comparison

	2024	2023	Change
Revenue	$62,818	$71,780	-0.1%
Expenses	$39,999	$34,578	+0.2%
Net Income	$22,819	$37,202	-0.4%

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
LARA DELANEY	CO-PRESIDENT	1.00	Officer	$0	$0	$0
PEGGY HUSTON	CO-PRESIDENT	1.00	Officer	$0	$0	$0
ELIZABETH AMES	TREASURER	1.00	Officer	$0	$0	$0
JULIE KELLY	SECRETARY	1.00	Officer	$0	$0	$0
JANET KENNEDY	FOUNDATION CHAIR	1.00	Director	$0	$0	$0
TANNA THOMPSON	MEMBERSHIP CHAIR	1.00	Director	$0	$0	$0
JOSE LUIZ MARQUEZ	SEARGENT AT ARMS	1.00	Director	$0	$0	$0
SHELLEY PIGHIN	SERVICE PROJECTS CHAIR	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	$62,818	$39,999	$853,951	$22,819
2024	$71,780	$34,578	$759,332	$37,202
2023	$700,662	$40,440	$696,029	$660,222
2022	$46,309	$48,944	$35,778	$-2,635
2021	$35,413	$30,752	$38,413	$4,661
2020	$43,822	$55,985	$33,727	$-12,163
2019	$62,824	$66,868	$45,865	$-4,044

MARTINEZ ROTARY CLUB