ROTARY INTERNATIONAL OF MOUNT HOLLY (EIN 216015648) - 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

1954

Legal Domicile

Principal Officer

DEBORAH BAKER

Phone

6092678827

Tax Period

2018-07-01 to 2019-06-30

ROTARY INTERNATIONAL OF MOUNT HOLLY, founded in 1954, is a micro nonprofit that reported $50K in total revenue in fiscal year 2018. Revenue decreased 17% compared to the prior year. Expenses of $73K exceeded revenue, resulting in a 48% operating deficit.

Mission

EDUCATIONAL & COMMUNITY ACTIVITIES INCLUDING SCHOLARSHIPS AND COMMUNITY INVOLVEMENT PROGRAMS FOR WHICH ROTARY CLUBS ARE FORMED

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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 (2018)

Revenue Breakdown

Contributions & Grants $22,940

Program Service Revenue $4,590

Investment Income $8,256

Other Revenue $13,911

TOTAL REVENUE $49,697

Expense Breakdown

Grants Paid $33,586

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $67,278

Other Expenses $39,905

TOTAL EXPENSES $73,491

Year-over-Year Comparison

	2018	2017	Change
Revenue	$49,697	$60,006	-0.2%
Expenses	$73,491	$67,998	+0.1%
Net Income	$-23,794	$-7,992	+2.0%

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
DEBORAH BAKER	PRESIDENT	6.00	Officer	$0	$0	$0
WALTER TAFE	PRESIDENT ELECT	6.00	Officer	$0	$0	$0
DAVID JOST	SECRETARY	6.00	Officer	$0	$0	$0
MICHAEL MILLER	TREASURER	6.00	Officer	$0	$0	$0
PATRICK BYRNE	BOARD MEMBER	6.00	Director	$0	$0	$0
GREGG GRAVENSTINE	BOARD MEMBER	2.00	Director	$0	$0	$0
LAURI SHEPARD	BOARD MEMBER	2.00	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
2019	$49,697	$73,491	$216,298	$-23,794

ROTARY INTERNATIONAL OF MOUNT HOLLY