ROTARY INTERNATIONAL LITITZ ROTARY (EIN 236296664) - 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

1925

Legal Domicile

Principal Officer

BARRY MILLER

Phone

7176261452

Tax Period

2020-07-01 to 2021-06-30

ROTARY INTERNATIONAL LITITZ ROTARY, founded in 1925, is a small nonprofit that reported $111K in total revenue in fiscal year 2020. Expenses of $176K exceeded revenue, resulting in a 58% operating deficit.

Mission

THE OBJECT OF THE ROTARY IS TO ENCOURAGE AND FOSTER THE IDEA OF SERVICE AS A BASIS OF WORTHY ENTERPRISE AND, IN PARTICULAR, TO ENCOURAGE AND FOSTER: THE DEVELOPMENT OF ACQUAINTANCES AS AN OPPORTUNITY FOR SERVICE; HIGH ETHICAL STANDARDS IN BUSINESS AND PROFESSIONS; THE RECOGNITION OF THE WORTHINESS OF ALL USEFUL OCCUPATIONS; AND THE DIGNIFYING OF EACH ROTARIAN'S OCCUPATION AS AN OPPORTUNITY TO SERVE SOCIETY; THE APPLICATION OF THE IDEAL OF SERVICE IN EACH ROTARIAN'S PERSONAL, BUSINESS, AND COMMUNITY LIFE; THE ADVANCEMENT OF INTERNATIONAL UNDERSTANDING; GOODWILL, AND PEACE THROUGH A WORLD FELLOWSHIP OF BUSINESS AND PROFESSIONAL PERSONS UNITED IN THE IDEAL OF 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 (2020)

Revenue Breakdown

Contributions & Grants $15,801

Program Service Revenue $4,148

Investment Income $91,341

Other Revenue $-10

TOTAL REVENUE $111,280

Expense Breakdown

Grants Paid $157,450

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $170,848

Other Expenses $18,651

TOTAL EXPENSES $176,101

Year-over-Year Comparison

	2020	2019	Change
Revenue	$111,280	$114,538	0.0%
Expenses	$176,101	$145,375	+0.2%
Net Income	$-64,821	$-30,837	+1.1%

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

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
KEN ESHLEMAN	PRESIDENT NO	2.00	Officer Director	$0	$0	$0
LISA GLEASON	VICE PRESIDE	2.00	Officer Director	$0	$0	$0
JOSHUA HOFFMAN	TRUSTEE	2.00	Officer Director	$0	$0	$0
IGOR KUZMENKO	PRESIDENT	3.00	Officer Director	$0	$0	$0
KAREN MAILEN	PRESIDENT EL	2.00	Officer Director	$0	$0	$0
BARRY MILLER	TREASURER	3.00	Officer Director	$0	$0	$0
STEPHANIE PAINTER	SECRETARY	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
2021	$111,280	$176,101	$441,278	$-64,821
2020	$114,538	$145,375	$515,771	$-30,837
2019	$144,018	$115,630	$567,169	$28,388

ROTARY INTERNATIONAL LITITZ ROTARY