ROTARY INTERNATIONAL

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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

1921

Legal Domicile

Phone

6106333622

Tax Period

2023-07-01 to 2024-06-30

ROTARY INTERNATIONAL, founded in 1921, is a small nonprofit that reported $104K in total revenue in fiscal year 2023. Revenue decreased 8% compared to the prior year. Expenses of $95K left a modest 8% surplus.

Mission

Rotary is an organization of business and professional leaders united worldwide who provide humanitarian services encourage high ethical standards and help build goodwill and peace in the world

Program Service Accomplishments

Program 1

Expenses: $29,000 Revenue: $135,925

Believe and Achieve $3,000 Chester County Childrens $2,000 Home of the Sparrow $3000 North Star $3000 Bournelyf Special Camp $2000 Domestic Violense Center of Chester County $2000 Westside Community Center $1000 Child's Light $2000 Family Services of Chester County $2000 Chester Co Community Collab $1000 Housing Partnership of Chester County $2000 Arc of Chester County $1000 Community warehouse Project $2000 Crime Victims Center of Chester County $1000 Parish Hall Kitchen $1000 Casa Youth $1000

Program 2

Expenses: $8,011 Revenue: $4,635

Greater West Chester Sunrise Rotary for scholarships $3000 Abra Vieja School in Argentina $2000 Womens support center in Amenia $1000 Rotoplast International $1000

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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 $31,300

Program Service Revenue $31,495

Investment Income $2,724

Other Revenue $38,192

TOTAL REVENUE $103,711

Expense Breakdown

Grants Paid $37,011

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $37,011

Other Expenses $58,482

TOTAL EXPENSES $95,493

Year-over-Year Comparison

	2023	2022	Change
Revenue	$103,711	$112,264	-0.1%
Expenses	$95,493	$108,245	-0.1%
Net Income	$8,218	$4,019	+1.0%

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

N/A

Employees

N/A

Volunteers

111

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
Richard Murray	President	4.00	Officer	$0	$0	$0
Catherine Freidman	President Elect	4.00	Officer	$0	$0	$0
Kyle Rheiner	VicePresident	2.00	Officer	$0	$0	$0
Diana Liberi	Treasurer	4.00	Officer	$0	$0	$0
Sue CassoRodgers	Secretary	4.00	Officer	$0	$0	$0
Bob Rodgers	Sgt at Arms	2.00	Officer	$0	$0	$0
Melissa Baxter	Past President	1.00	Officer	$0	$0	$0
Phil Bieg	Director	1.00	Officer	$0	$0	$0
Rita BrouwerAncher	Director	1.00	Officer	$0	$0	$0
Jeff Cantwell	Director	1.00	Officer	$0	$0	$0
Jack Ellis	Director	1.00	Officer	$0	$0	$0
Mike Louis	Director	1.00	Officer	$0	$0	$0
Doug Meis	Director	1.00	Officer	$0	$0	$0
Christine Scott	Director	1.00	Officer	$0	$0	$0
Jeff Spencer	Director	1.00	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
2024	$103,711	$95,493	$172,714	$8,218