ROTARY CLUB OF YORK PENNSYLVANIA (EIN 231034802) - 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

1916

Legal Domicile

Principal Officer

DOUG BERMAN

Phone

7178481370

Tax Period

2023-07-01 to 2024-06-30

ROTARY CLUB OF YORK PENNSYLVANIA, founded in 1916, is a small nonprofit that reported $431K in total revenue in fiscal year 2023. Expenses of $382K left a modest 12% surplus.

Mission

TO PROMOTE MEMBER INTERACTION THROUGH CLUB, VOCATION, COMMUNITY AND INTERNATIONAL SERVICE.

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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 $393,119

Investment Income $5,213

Other Revenue $33,000

TOTAL REVENUE $431,332

Expense Breakdown

Grants Paid $5,359

Salaries & Benefits $118,826

Fundraising Expenses $7,260

Program Expenses $304,709

Other Expenses $257,349

TOTAL EXPENSES $381,534

Year-over-Year Comparison

	2023	2022	Change
Revenue	$431,332	$427,710	+0.0%
Expenses	$381,534	$383,788	0.0%
Net Income	$49,798	$43,922	+0.1%

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

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

$87,582

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LYNNE MORRISON	EXECUTIVE DI	32.00	Officer	$87,582	$0	$87,582
DEE BAKER	DIRECTOR	2.00	Director	$0	$0	$0
DOUG BERMAN	TREASURER/FI	5.00	Officer Director	$0	$0	$0
ELAINE BONNEAU	DIRECTOR	2.00	Director	$0	$0	$0
KELLEY GIBSON	DIRECTOR	2.00	Director	$0	$0	$0
BILL HARTMAN	DIRECTOR	2.00	Director	$0	$0	$0
AARON JACOBS	PRESIDENT	10.00	Officer Director	$0	$0	$0
JEN MAY	DIRECTOR	2.00	Director	$0	$0	$0
GLENN MILLER	PAST PRESIDE	5.00	Officer Director	$0	$0	$0
JOAN MUMMERT	DIRECTOR	2.00	Director	$0	$0	$0
COURTNEY BAILEY PICCOLO	PRESIDENT-EL	5.00	Officer Director	$0	$0	$0
WILDA REAHM-ALESSI	PRES. ELECT	5.00	Officer Director	$0	$0	$0
JULIAN TOLBERT	DIRECTOR	2.00	Director	$0	$0	$0
CAL WEARY	DIRECTOR	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
2025	No data	No data	No data	No data
2024	$431,332	$381,534	$494,340	$49,798
2023	$427,710	$383,788	$427,285	$43,922
2022	$395,357	$373,566	$427,555	$21,791
2021	$251,350	$296,105	$362,350	$-44,755
2020	$429,842	$362,751	$433,459	$67,091
2019	$487,808	$386,297	$371,789	$101,511
2018	$403,714	$381,956	$443,020	$21,758

ROTARY CLUB OF YORK PENNSYLVANIA