ROTARY CLUB OF SALEM MA SALEM ROTARY CLUB (EIN 042204162) - 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

1918

Legal Domicile

Principal Officer

JENNIFER CLOSE

Phone

9787458773

Tax Period

2024-07-01 to 2025-06-30

ROTARY CLUB OF SALEM MA SALEM ROTARY CLUB, founded in 1918, is a small nonprofit that reported $158K in total revenue in fiscal year 2024. Revenue grew 13% year-over-year, indicating healthy expansion. Expenses of $149K left a modest 5% surplus.

Mission

FRATERNAL AND CHARITABLE ASSOCIATION THAT BENEFITS MEMBERS AND THE LOCAL AND GLOBAL COMMUNITIES - DIRECTLY AND BY SUPPORTING ROTARY INTERNATIONAL. CONDUCTS WEEKLY LUNCH MEETINGS FEATURING FELLOWSHIP AND GUEST SPEAKERS. MANAGES FUNDRAISING EVENTS AND CAMPAIGNS AND DONATES PROCEEDS TO ORGANIZATIONS AND INDIVIDUALS WORLDWIDE. DISBURSES SUBSTANTIALLY ALL FUNDS RAISED DURING THE COURSE OF THE YEAR.

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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 $59,690

Program Service Revenue $0

Investment Income $1,262

Other Revenue $96,742

TOTAL REVENUE $157,694

Expense Breakdown

Grants Paid $87,807

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $143,544

Other Expenses $61,337

TOTAL EXPENSES $149,144

Year-over-Year Comparison

	2024	2023	Change
Revenue	$157,694	$139,726	+0.1%
Expenses	$149,144	$129,067	+0.2%
Net Income	$8,550	$10,659	-0.2%

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
CLAIRE KALLELIS	DIRCTOR	1.00	Director	$0	$0	$0
WILLIAM HENNING	TREASURER	1.00	Officer Director	$0	$0	$0
CAROLYN SHAPIRO	IMMEDIATE PAST PRESIDENT	1.00	Officer Director	$0	$0	$0
JASON CONSALVO	DIRECTOR	1.00	Director	$0	$0	$0
JEN CLOSE	SERETARY	1.00	Officer Director	$0	$0	$0
ROBYN BURNS	DIRECTOR	1.00	Director	$0	$0	$0
MARIE CARDILLO	DIRECTOR	1.00	Director	$0	$0	$0
TYLER HAINS	DIRECTOR	1.00	Director	$0	$0	$0
TIMOTHY CLARKE	DIRECTOR	1.00	Director	$0	$0	$0
MATTHEW INGRAM	DIRECTOR	1.00	Director	$0	$0	$0
LESLIE LEVESQUE	DIRECTOR	1.00	Director	$0	$0	$0
DAKOTA RUSSELL	DIRECTOR	1.00	Director	$0	$0	$0
JANE STIRGWOLT	DIRECTOR	1.00	Director	$0	$0	$0
RYAN GUILMARTIN	PRESIDENT	1.00	Officer Director	$0	$0	$0
JASON LANG	PRESIDENT ELECT	1.00	Officer Director	$0	$0	$0
RINUS OOSTHOEK	DIRECTOR	1.00	Director	$0	$0	$0
HB HEMBREE	VICE PRESIDENT	1.00	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
2025	$157,694	$149,144	$111,679	$8,550
2024	$139,726	$129,067	$103,129	$10,659
2023	$165,509	$150,004	$92,470	$15,505
2022	$136,396	$109,924	$76,965	$26,472
2021	$85,293	$93,915	$50,493	$-8,622
2020	$144,792	$142,207	$59,115	$2,585
2019	$161,618	$190,719	$56,530	$-29,101

ROTARY CLUB OF SALEM MA SALEM ROTARY CLUB