ROTARY INTERNATIONAL-MEDFORD ROTAR… - Form 990 Financial Data

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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

7812545565

Tax Period

2024-07-01 to 2025-06-30

ROTARY INTERNATIONAL-MEDFORD ROTARY CLUB, founded in 1923, is a micro nonprofit that reported $49K in total revenue in fiscal year 2024. Expenses of $46K left a modest 5% surplus.

Mission

NONE

Program Service Accomplishments

Program 1

Expenses: $27,805 Revenue: $22,713

SUPPORT OF YOUTH AND ELDERLY 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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $22,713

Investment Income $4,562

Other Revenue $21,294

TOTAL REVENUE $48,569

Expense Breakdown

Grants Paid $27,805

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $27,805

Other Expenses $18,257

TOTAL EXPENSES $46,062

Year-over-Year Comparison

	2024	2023	Change
Revenue	$48,569	$49,111	0.0%
Expenses	$46,062	$53,381	-0.1%
Net Income	$2,507	$-4,270	-1.6%

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
JUSTIN LASKO	PRESIDENT	2.00	Officer	$0	$0	$0
STEPHEN NAPIER	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
2025	$48,569	$46,062	$132,328	$2,507
2024	$49,111	$53,381	$129,921	$-4,270
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