THE ROTARY CLUB OF NEW YORK (EIN 131240940) - 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

1909

Legal Domicile

Principal Officer

JULIE GALLANTY

Phone

2126331311

Tax Period

2023-07-01 to 2024-06-30

THE ROTARY CLUB OF NEW YORK, founded in 1909, is a small nonprofit that reported $168K in total revenue in fiscal year 2023. Expenses of $161K left a modest 4% surplus.

Mission

THE CLUB SPONSORS AND SUPPORTS A VARIETY OF CIVIC AND CHARITABLE PROGRAMS

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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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $70,403

Investment Income $40

Other Revenue $97,269

TOTAL REVENUE $167,712

Expense Breakdown

Grants Paid $0

Salaries & Benefits $94,027

Fundraising Expenses $0

Program Expenses $134,249

Other Expenses $67,257

TOTAL EXPENSES $161,284

Year-over-Year Comparison

	2023	2022	Change
Revenue	$167,712	$158,916	+0.1%
Expenses	$161,284	$150,951	+0.1%
Net Income	$6,428	$7,965	-0.2%

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

Volunteers

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
KALMAN ANGUS-CLARK	DIRECTOR	2.00	Director	$0	$0	$0
FABIO BERARDI	DIRECTOR	2.00	Director	$0	$0	$0
ALEXANDER LITVINOV	DIRECTOR	2.00	Director	$0	$0	$0
CYNTHIA PAULINO	DIRECTOR	2.00	Director	$0	$0	$0
PHYLLIS PERILLO	DIRECTOR	2.00	Director	$0	$0	$0
AGIM SHEHU	DIRECTOR	2.00	Director	$0	$0	$0
MALIKA ABROUS	VICE PRESIDE	2.00	Officer	$0	$0	$0
JULIE GALLANTY	PRESIDENT	2.00	Officer	$0	$0	$0
GIULIA IACOBELLI	TREASURER	2.00	Officer	$0	$0	$0
SHAWN JACOBACCIO	PRESIDENT EL	2.00	Officer	$0	$0	$0
LEVENT OZKURT	IMMEDIATE PA	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	No data	No data	No data	No data
2024	$167,712	$161,284	$222,021	$6,428
2023	$158,916	$150,951	$215,747	$7,965
2022	$149,539	$132,220	$226,698	$17,319
2021	$143,066	$120,729	$208,853	$22,337

THE ROTARY CLUB OF NEW YORK