DANVERS ROTARY CLUB CHAR ENDOWMENT TRUST C/O MACLEAN HOLLOWAY DOHERTY (EIN 046659945) - 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

1990

Legal Domicile

Principal Officer

REBECCA KILBORN

Phone

9787747123

Tax Period

2022-01-01 to 2022-12-31

DANVERS ROTARY CLUB CHAR ENDOWMENT TRUST C/O MACLEAN HOLLOWAY DOHERTY, founded in 1990, is a micro nonprofit that reported $28K in total revenue in fiscal year 2022. Revenue decreased 18% compared to the prior year. The organization ran a surplus of $23K, a strong 83% operating margin.

Mission

TO SUPPORT CHARITABLE, EDUCATIONAL, LITERARY OR SCIENTIFIC ORGANIZATIONS IN DANVERS, MASSACHUSETTS

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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 $368

Program Service Revenue $0

Investment Income $27,443

Other Revenue $0

TOTAL REVENUE $27,811

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $4,704

Other Expenses $4,704

TOTAL EXPENSES $4,704

Year-over-Year Comparison

	2022	2021	Change
Revenue	$27,811	$34,112	-0.2%
Expenses	$4,704	$39,800	-0.9%
Net Income	$23,107	$-5,688	-5.1%

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
REBECCA KILBORN	CHAIRWOMAN	2.00	Director	$0	$0	$0
DANIEL W DOHERTY	BOARD MEMBER	1.00	Director	$0	$0	$0
THOMAS STANDRING	BOARD MEMBER	1.00	Director	$0	$0	$0
NEAL WALDMAN	BOARD MEMBER	1.00	Director	$0	$0	$0
SUZANNE CONTREAS	EX-OFFICIO	1.00	Officer 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
2022	$27,811	$4,704	$458,779	$23,107
2021	$34,112	$39,800	$505,660	$-5,688
2020	$37,818	$82,520	$478,278	$-44,702
2019	$28,666	$52,026	$519,129	$-23,360
2018	$26,580	$5,565	$492,503	$21,015

DANVERS ROTARY CLUB CHAR ENDOWMENT TRUST C/O MACLEAN HOLLOWAY DOHERTY