ROTARY INTERNATIONAL NORRISTOWN PA (EIN 236282532) - 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

1921

Legal Domicile

Principal Officer

DIANE HELM

Phone

6106665469

Tax Period

2024-07-01 to 2025-06-30

ROTARY INTERNATIONAL NORRISTOWN PA, founded in 1921, is a micro nonprofit that reported $42K in total revenue in fiscal year 2024. Revenue surged 38% from the prior year, signaling strong growth momentum. The organization ran a surplus of $12K, a strong 29% operating margin.

Mission

SERVICE - IN THE COMMUNITY, IN THE WORKPLACE, AND AROUND THE GLOBE.

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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 (2024)

Revenue Breakdown

Contributions & Grants $9,600

Program Service Revenue $0

Investment Income $0

Other Revenue $31,966

TOTAL REVENUE $41,566

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $2,435

Program Expenses $10,168

Other Expenses $29,603

TOTAL EXPENSES $29,603

Year-over-Year Comparison

	2024	2023	Change
Revenue	$41,566	$30,027	+0.4%
Expenses	$29,603	$35,593	-0.2%
Net Income	$11,963	$-5,566	-3.1%

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

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
DENISEH ASHE	DIRECTOR	2.00	Director	$0	$0	$0
DAVE BEACH	DIRECTOR	2.00	Director	$0	$0	$0
MONICA D'ANTONIO	PRESIDENT EL	2.00	Director	$0	$0	$0
FREDERICK HAGGLUND	DIRECTOR	2.00	Director	$0	$0	$0
EILEEN HALLSTROM	DIRECTOR	2.00	Director	$0	$0	$0
DIANE HELM	TREASURER	2.00	Officer Director	$0	$0	$0
RUTH HUGGLUND	PAST PRESIDE	2.00	Officer Director	$0	$0	$0
TIMOTHY MEYERS	DIRECTOR	2.00	Director	$0	$0	$0
DAVID SHOEMAKER	SECRETARY	2.00	Officer Director	$0	$0	$0
LISA THALER	DIRECTOR	2.00	Director	$0	$0	$0
ALAN TREISBACH	PRESIDENT	2.00	Officer 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	$41,566	$29,603	$366,638	$11,963
2024	$30,027	$35,593	$347,430	$-5,566
2023	$23,105	$49,839	$335,889	$-26,734
2022	$18,721	$21,958	$357,021	$-3,237
2021	$31,124	$33,205	$373,497	$-2,081
2020	$41,727	$41,882	$342,290	$-155
2019	$58,044	$73,071	$342,445	$-15,027
2018	$57,976	$55,660	$353,540	$2,316

ROTARY INTERNATIONAL NORRISTOWN PA