MEREDITH ROTARY CLUB INC

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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

1984

Legal Domicile

Principal Officer

HEIDI BARRETT-KITCHEN

Phone

6034914498

Tax Period

2022-07-01 to 2023-06-30

MEREDITH ROTARY CLUB INC, founded in 1984, is a micro nonprofit in the Community Improvement sector that reported $78K in total revenue in fiscal year 2022. Revenue fell 52% from the prior year — a significant decline worth monitoring. Expenses of $110K exceeded revenue, resulting in a 40% operating deficit.

Mission

PROVIDE HUMANITARIAN SERVICES, ENCOURAGE HIGH ETHICAL STANDARDS IN ALL VOCATIONS AND HELP BUILD GOODWILL AND PEACE IN THE WORLD.

Program Service Accomplishments

Program 1

Expenses: $65,446

DONATIONS TO APPROXIMATELY 14 COMMUNITY SUPPORT ORGANIZATIONS

Program 2

Expenses: $20,500

MERIT AWARD COLLEGE SCHOLARSHIPS TO 20 RECIPIENTS.

Program 3

Expenses: $13,548

SPONSORSHIP OF ROTARY YOUTH EXCHANGE PROGRAM THAT ENABLES STUDENTS 15 - 18 TO STUDY ABROAD

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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 $1,000

Program Service Revenue $0

Investment Income $9,405

Other Revenue $68,014

TOTAL REVENUE $78,419

Expense Breakdown

Grants Paid $85,946

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $102,994

Other Expenses $24,024

TOTAL EXPENSES $109,970

Year-over-Year Comparison

	2022	2021	Change
Revenue	$78,419	$165,059	-0.5%
Expenses	$109,970	$116,741	-0.1%
Net Income	$-31,551	$48,318	-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

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
HEIDI BARRETT-KITCHEN	PRESIDENT EL	0.50	Officer Director	$0	$0	$0
TIM BERGQUIST	VICE PRESIDE	0.50	Officer Director	$0	$0	$0
BONNIE IRELAND	DIRECTOR	0.50	Director	$0	$0	$0
KEVIN KELLY	PRESIDENT	3.00	Officer Director	$0	$0	$0
TIFFANY PENA	DIRECTOR	0.50	Director	$0	$0	$0
HARRY REICHLEN	DIRECTOR	0.50	Director	$0	$0	$0
TERESA FORBES	SECRETARY	2.00	Officer	$0	$0	$0
RICHARD PENDERGAST	TREASURER	2.00	Officer	$0	$0	$0
EDWARD TOUHEY	ASST SECRETA	0.50	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	No data	No data	No data	No data
2023	$78,419	$109,970	$277,639	$-31,551
2022	$165,059	$116,741	$298,553	$48,318
2021	$133,668	$157,928	$345,240	$-24,260
2020	$114,758	$87,640	$279,476	$27,118
2019	$117,346	$121,433	$267,478	$-4,087