ROTARY INTERNATIONAL-MEDFORD ROTARY CLUB (EIN 046130432) - 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

1923

Legal Domicile

Principal Officer

ALLAN K MARTORANA

Phone

7812460275

Tax Period

2022-07-01 to 2023-06-30

ROTARY INTERNATIONAL-MEDFORD ROTARY CLUB, founded in 1923, is a micro nonprofit that reported $49K in total revenue in fiscal year 2022. Revenue grew 20% year-over-year, indicating healthy expansion. Net assets of $109K represent 27 months of operating reserves.

Mission

SUPPORT OF LOCAL YOUTH AND ELDERLY ACTIVITIES THROUGH INCOME PRODUCED BY MEMBERS DUES AND ASSESSMENTS PLUS FUND RAISING ACTIVITIES.

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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 $0

Program Service Revenue $30,292

Investment Income $567

Other Revenue $17,643

TOTAL REVENUE $48,502

Expense Breakdown

Grants Paid $29,443

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $29,443

Other Expenses $18,655

TOTAL EXPENSES $48,098

Year-over-Year Comparison

	2022	2021	Change
Revenue	$48,502	$40,495	+0.2%
Expenses	$48,098	$54,193	-0.1%
Net Income	$404	$-13,698	-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

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
PAUL BARDARO	PRESIDENT	2.00	Officer	$0	$0	$0
JOEL MAGLIOZZI	PRESIDENT - ELECT	2.00	Officer	$0	$0	$0
ALLAN K MARTORANA	TREASURER	2.00	Officer	$0	$0	$0
CHERYL STAUDE	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	$48,502	$48,098	$134,091	$404
2022	$40,495	$54,193	$133,687	$-13,698
2021	$24,765	$34,819	$148,585	$-10,054
2020	$53,194	$54,232	$157,439	$-1,038
2019	$61,543	$74,375	$158,477	$-12,832
2018	$49,986	$37,641	$171,309	$12,345

ROTARY INTERNATIONAL-MEDFORD ROTARY CLUB