Rotary Club of Kona (EIN 990162256) - 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

2014

Legal Domicile

Tax Period

2023-07-01 to 2024-06-30

Rotary Club of Kona, founded in 2014, is a small nonprofit that reported $226K in total revenue in fiscal year 2023. Revenue surged 98% from the prior year, signaling strong growth momentum. The organization ran a surplus of $76K, a strong 33% operating margin.

Mission

ROTARY IS WHERE NEIGHBORS, FRIENDS, AND PROBLEM-SOLVERS SHARE IDEAS, JOIN LEADERS AND TAKE ACTION TO CREATE LASTING CHANGE. WE HAVE CLUB ACTIVITIES, SOCIAL EVENTS, AND VOLUNTEER PROJECTS WHICH OFFER NETWORKING OPPORTUNITIES THAT BUILD PERSONAL AND PROFESSIONAL CONNECTIONS

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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 $202,294

Program Service Revenue $24,016

Investment Income $0

Other Revenue $0

TOTAL REVENUE $226,310

Expense Breakdown

Grants Paid $20,900

Salaries & Benefits $0

Fundraising Expenses $27,367

Program Expenses $118,482

Other Expenses $129,826

TOTAL EXPENSES $150,726

Year-over-Year Comparison

	2023	2022	Change
Revenue	$226,310	$114,411	+1.0%
Expenses	$150,726	$158,985	-0.1%
Net Income	$75,584	$-44,574	-2.7%

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
Andrea Nyslicki	Past President	2.00	Officer	$0	$0	$0
Alan Clark	Sargent of Arms	2.00	Officer	$0	$0	$0
Brian Asbjornson	Past President	2.00	Officer	$0	$0	$0
Janice Gustin	Treasurer	5.00	Officer	$0	$0	$0
Jenaya Rockman	President	2.00	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
2024	$226,310	$150,726	$148,677	$75,584

Rotary Club of Kona