ROTARY CLUB OF LYNNFIELD (EIN 046189375) - 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

1976

Legal Domicile

Principal Officer

Janice Casoli

Phone

7813343200

Tax Period

2024-07-01 to 2025-06-30

ROTARY CLUB OF LYNNFIELD, founded in 1976, is a micro nonprofit in the Recreation & Sports sector that reported $9K in total revenue in fiscal year 2024. Revenue fell 50% from the prior year — a significant decline worth monitoring. Expenses of $12K exceeded revenue, resulting in a 34% operating deficit.

Mission

COMMUNITY SERVICE

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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 $7,256

Program Service Revenue $0

Investment Income $1,856

Other Revenue $179

TOTAL REVENUE $9,291

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $4,952

Other Expenses $12,484

TOTAL EXPENSES $12,484

Year-over-Year Comparison

	2024	2023	Change
Revenue	$9,291	$18,638	-0.5%
Expenses	$12,484	$17,768	-0.3%
Net Income	$-3,193	$870	-4.7%

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

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
Christine Travers	Vice President	5.00	Officer Director	$0	$0	$0
JAMIE BOOTH	Director	5.00	Director	$0	$0	$0
Jack Moynihan	Secretary	5.00	Officer Director	$0	$0	$0
Janice Casoli	Treasurer	5.00	Officer Director	$0	$0	$0
Rob Dolan	President	5.00	Officer Director	$0	$0	$0
Ronald Block	Director	5.00	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
2025	$9,291	$12,484	$63,399	$-3,193
2024	$18,638	$17,768	$66,592	$870
2023	$24,057	$30,967	$66,232	$-6,910
2022	$18,030	$21,601	$75,141	$-3,571
2021	$24,696	$44,663	$78,712	$-19,967
2020	$36,210	$46,451	$98,679	$-10,241

ROTARY CLUB OF LYNNFIELD