ROTARY INTERNATIONAL SPF ROTARY CLUB DBA SCOTCH PLAINS FANWOOD ROTARY CLUB (EIN 226058144) - 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

1938

Legal Domicile

Principal Officer

JULIE MURPHY

Phone

9089398040

Tax Period

2020-07-01 to 2021-06-30

ROTARY INTERNATIONAL SPF ROTARY CLUB DBA SCOTCH PLAINS FANWOOD ROTARY CLUB, founded in 1938, is a micro nonprofit that reported $44K in total revenue in fiscal year 2020. Revenue decreased 16% compared to the prior year. Expenses of $40K left a modest 10% surplus.

Mission

RAISE FUNDS FOR PERFORMING CHARITABLE WORKS WITHIN THE IMMEDIATE COMMUNITYAND MAKE DONATIONS TO OTHER CHARITABLE ORGANIZATIONS.

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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 (2020)

Revenue Breakdown

Contributions & Grants $19,846

Program Service Revenue $0

Investment Income $3

Other Revenue $24,376

TOTAL REVENUE $44,225

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $38,734

Other Expenses $39,702

TOTAL EXPENSES $39,702

Year-over-Year Comparison

	2020	2019	Change
Revenue	$44,225	$52,574	-0.2%
Expenses	$39,702	$46,493	-0.1%
Net Income	$4,523	$6,081	-0.3%

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	Role	Reportable Comp	Other Comp	Total
JULIE MURPHY	PRESIDENT	Director	$0	$0	$0
DEANNA DELL-BENE	VICE-PRESIDENT	Director	$0	$0	$0
PATRICIA LAGUNA	SECRETARY	Director	$0	$0	$0
DONALD ROSENBERG	TREASURER	Director	$0	$0	$0
ANDY CALAMARAS	DIRECTOR	Director	$0	$0	$0
STEVE GOLDBERG	DIRECTOR	Director	$0	$0	$0
MARIA LAMORTE-WRIGHT	DIRECTOR	Director	$0	$0	$0
WAYNE ZUHL	DIRECTOR	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
2021	$44,225	$39,702	$25,111	$4,523
2020	$52,574	$46,493	$17,264	$6,081
2019	$87,526	$95,527	$17,072	$-8,001

ROTARY INTERNATIONAL SPF ROTARY CLUB DBA SCOTCH PLAINS FANWOOD ROTARY CLUB