ROTARY INTERNATIONAL HIGHLAND CHAPT (EIN 146048809) - 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

Legal Domicile

Principal Officer

SHAWN SHAUGHNESSY

Phone

8456916326

Tax Period

2021-07-01 to 2022-06-30

ROTARY INTERNATIONAL HIGHLAND CHAPT is a micro nonprofit that reported $38K in total revenue in fiscal year 2021. Revenue surged 76% from the prior year, signaling strong growth momentum. The organization ran a surplus of $7K, a strong 20% operating margin.

Mission

THE PRIMARY PURPOSE OF THE HIGHLAND ROTARY CLUB IS TO BRING TOGETHER BUSINESS AND PROFESSIONAL LEADERS TO PROVIDE HUMAITARIAN SERVICE, ENCOURAGE HIGH ETHICAL STANDARDS AND TO HELP BUILD GOODWILL AND PEACE IN THE WORLD.

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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 (2021)

Revenue Breakdown

Contributions & Grants $27,263

Program Service Revenue $9,772

Investment Income $0

Other Revenue $744

TOTAL REVENUE $37,779

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $709

Program Expenses $19,145

Other Expenses $30,363

TOTAL EXPENSES $30,363

Year-over-Year Comparison

	2021	2020	Change
Revenue	$37,779	$21,447	+0.8%
Expenses	$30,363	$31,498	0.0%
Net Income	$7,416	$-10,051	-1.7%

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

Employees

N/A

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
CHRISTINE GIANGRASSO	SECRETARY	5.00	Officer	$0	$0	$0
DAVID LAMBERT	PRESIDENT	5.00	Officer	$0	$0	$0
PETER REIN	PRESIDENT EL	5.00	Officer	$0	$0	$0
SHAWN SHAUGHNESSY	TREASURER	5.00	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
2022	$37,779	$30,363	$40,805	$7,416
2021	$21,447	$31,498	$33,389	$-10,051
2020	$6,519	$48,500	$43,440	$-41,981
2019	$26,639	$56,266	$85,421	$-29,627

ROTARY INTERNATIONAL HIGHLAND CHAPT