ROTARY INTERNATIONAL-DANVERS ROTARY

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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

1923

Legal Domicile

Principal Officer

DAN DOHERTY

Phone

6174480339

Tax Period

2022-07-01 to 2023-06-30

ROTARY INTERNATIONAL-DANVERS ROTARY, founded in 1923, is a micro nonprofit in the Community Improvement sector that reported $31K in total revenue in fiscal year 2022. Revenue grew 14% year-over-year, indicating healthy expansion. The organization ran a surplus of $7K, a strong 21% operating margin.

Mission

CONTRIBUTES TO THE WELFARE OF THE COMMUNITY BY DONATING TIME AND MONEY FOR SCHOLARSHIPS AND CHARITIES.

Program Service Accomplishments

Program 1

DIRECTLY CONTRIBUTES TO THE WELFARE OF THE COMMUNITY BY DONATING TIME AND MONEY FOR SCHOLARSHIP AND CHARITY

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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 (2022)

Revenue Breakdown

Contributions & Grants $16,168

Program Service Revenue $0

Investment Income $0

Other Revenue $15,296

TOTAL REVENUE $31,464

Expense Breakdown

Grants Paid $13,716

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $24,923

Other Expenses $11,207

TOTAL EXPENSES $24,923

Year-over-Year Comparison

	2022	2021	Change
Revenue	$31,464	$27,718	+0.1%
Expenses	$24,923	$26,088	0.0%
Net Income	$6,541	$1,630	+3.0%

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

N/A

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
BARRY KAPLAN	DIRECTOR	1.00	Director	$0	$0	$0
JOHN SOMES	DIRECTOR	1.00	Director	$0	$0	$0
CHAD CRAKER	DIRECTOR	1.00	Director	$0	$0	$0
RICHARD VINCENT	PRESIDENT-ELECT	1.00	Director	$0	$0	$0
JACQULYN SHAMBAUGH	DIRECTOR	1.00	Director	$0	$0	$0
SUZANNE CONTREAS	PRESIDENT	2.00	Officer	$0	$0	$0
DANIEL DOHERTY	PRESIDENT	2.00	Officer	$0	$0	$0
REBECCA KILBORN	TREASURER	2.00	Officer	$0	$0	$0
AMY WERNER	SECRETARY	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
2023	$31,464	$24,923	$27,552	$6,541
2022	$27,718	$26,088	$21,660	$1,630
2021	$23,145	$19,728	$20,029	$3,417
2019	$46,947	$57,965	$24,592	$-11,018