ROCKLAND ROTARY CLUB

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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

PAUL HARRELL

Phone

2075945178

Tax Period

2021-07-01 to 2022-06-30

ROCKLAND ROTARY CLUB, founded in 1978, is a micro nonprofit that reported $70K in total revenue in fiscal year 2021. Revenue surged 48% from the prior year, signaling strong growth momentum. The organization ran a surplus of $33K, a strong 47% operating margin.

Mission

TO PROVIDE SERVICE TO OTHERS THROUGH FELLOWSHIP OF BUSINESS, PROFESSIONAL AND COMMUNITY LEADERS.

Program Service Accomplishments

Program 1

Expenses: $11,663

BENEFACTIONS WERE GIVEN TO THIRTEEN LOCAL AND NATIONAL ORGANIZATIONS TO BE USED IN THEIR EXEMPT ACTIVITIES.

Program 2

Expenses: $9,614

VARIOUS LOCAL, DISTRICT & INTERNATIONAL PROJECTS WERE CONTRIBUTED TO DURING THE YEAR.

Program 3

Expenses: $8,000

COLLEGE SCHOLARSHIPS WERE GIVEN TO EIGHT QUALIFIED STUDENTS FROM LOCAL SCHOOL DISTRICTS.

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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 (2021)

Revenue Breakdown

Contributions & Grants $20,905

Program Service Revenue $0

Investment Income $9

Other Revenue $49,183

TOTAL REVENUE $70,097

Expense Breakdown

Grants Paid $8,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $34,394

Other Expenses $29,422

TOTAL EXPENSES $37,422

Year-over-Year Comparison

	2021	2020	Change
Revenue	$70,097	$47,489	+0.5%
Expenses	$37,422	$31,281	+0.2%
Net Income	$32,675	$16,208	+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

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
Ferolyn Curtis	President	2.00	Officer Director	$0	$0	$0
Tena Wallace	President Elect	2.00	Officer Director	$0	$0	$0
Carol Worcester	Vice President	2.00	Officer Director	$0	$0	$0
Hillary Jackson	Secretary	5.00	Officer Director	$0	$0	$0
Paul Harrell	Treasurer	5.00	Officer Director	$0	$0	$0
Grover Worcester	Past President	2.00	Director	$0	$0	$0
Jeremy Daigle	Director	2.00	Director	$0	$0	$0
William Gay	Director	2.00	Director	$0	$0	$0
Robert Bird	Director	2.00	Director	$0	$0	$0
Jeffrey Boutaugh	Director	2.00	Director	$0	$0	$0
Larry Bird	Asst Treasurer	2.00	Officer 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
2022	$70,097	$37,422	$81,841	$32,675
2021	$47,489	$31,281	$49,166	$16,208
2020	$31,997	$27,494	$32,958	$4,503
2019	$33,203	$46,365	$28,455	$-13,162
2018	$42,357	$32,402	$41,617	$9,955