ROTARY CLUB OF MARTHA'S VINEYARD INC (EIN 043130161) - 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

1991

Legal Domicile

Principal Officer

KATHERINE DAWSON

Phone

5086271162

Tax Period

2018-07-01 to 2019-06-30

ROTARY CLUB OF MARTHA'S VINEYARD INC, founded in 1991, is a micro nonprofit that reported $90K in total revenue in fiscal year 2018. The organization ran a surplus of $26K, a strong 29% operating margin.

Mission

ENCOURAGE AND FOSTER THE IDEAL OF SERVICE AS A BASIS OF WORTHY ENTERPRISE

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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 (2018)

Revenue Breakdown

Contributions & Grants $80,882

Program Service Revenue $0

Investment Income $1,543

Other Revenue $7,701

TOTAL REVENUE $90,126

Expense Breakdown

Grants Paid $30,746

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $60,431

Other Expenses $32,965

TOTAL EXPENSES $63,711

Year-over-Year Comparison

	2018	2017	Change
Revenue	$90,126	$87,588	+0.0%
Expenses	$63,711	$89,120	-0.3%
Net Income	$26,415	$-1,532	-18.2%

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

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
STEPHANIE BURKE	PAST PRESIDENT	8.00	Officer Director	$0	$0	$0
JOESEPH GERVAIS	TREASURER	8.00	Officer Director	$0	$0	$0
DANIEL LARKOSH	PRESIDENT ELECT	8.00	Officer Director	$0	$0	$0
LINDA JACKSON	VICE PRESIDENT	8.00	Officer Director	$0	$0	$0
MARK LUCE	SARGEANT AT ARMS	8.00	Officer Director	$0	$0	$0
ANN HUNT	ASSISTANT TREASURER	8.00	Officer Director	$0	$0	$0
JENNIFER NEARY	DIRECTOR	1.00	Director	$0	$0	$0
ELIZABETH VILLARD	DIRECTOR	1.00	Director	$0	$0	$0
KATIE DAWSON	PRESIDENT	8.00	Officer Director	$0	$0	$0
ROSEMARY BLAIR	SECRETARY	8.00	Officer Director	$0	$0	$0
CHRISTINE RIVARD	DIRECTOR	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
2019	$90,126	$63,711	$97,188	$26,415
2018	$87,588	$89,120	$70,773	$-1,532

ROTARY CLUB OF MARTHA'S VINEYARD INC