ROTARY INTERNATIONALCHESAPEAKE ROTARY (EIN 237406994) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1942

Legal Domicile

Principal Officer

Anthony Draper

Phone

7575499264

Tax Period

2022-07-01 to 2023-06-30

ROTARY INTERNATIONALCHESAPEAKE ROTARY, founded in 1942, is a small nonprofit that reported $147K in total revenue in fiscal year 2020. Revenue fell 59% from the prior year — a significant decline worth monitoring. Expenses of $126K left a modest 14% surplus.

Mission

COMMUNITY SERVICE- TO SUPPORT LOCAL COMMUNITY PROJECT INVOLVEMENT AND THE ROTARY FOUNDATION.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $515,644

Program Service Revenue $0

Investment Income $13

Other Revenue $0

TOTAL REVENUE $515,657

Expense Breakdown

Grants Paid $147,474

Salaries & Benefits $0

Fundraising Expenses $290,165

Program Expenses $255,218

Other Expenses $402,693

TOTAL EXPENSES $550,167

Year-over-Year Comparison

	2022	2021	Change
Revenue	$515,657	$444,020	+0.2%
Expenses	$550,167	$394,800	+0.4%
Net Income	$-34,510	$49,220	-1.7%

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

100

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
Anthony Draper	President	6.00	Officer Director	$0	$0	$0
Chuck Wilson	President Elect	2.00	Officer Director	$0	$0	$0
Jon Berry	Secretary	2.00	Officer Director	$0	$0	$0
Christopher Thomas	Treasurer	2.00	Officer Director	$0	$0	$0
Todd DuRose	Sergeant-At-Arms	2.00	Officer Director	$0	$0	$0
Janet McCaskey	Past President	2.00	Officer Director	$0	$0	$0
Troy Clifton	Director	2.00	Director	$0	$0	$0
Lindsey Elliott	Director	2.00	Director	$0	$0	$0
Marcelo Isaak	Director	2.00	Director	$0	$0	$0
Mike Love	Director	2.00	Director	$0	$0	$0
Tom Thrasher	Director	2.00	Director	$0	$0	$0
Tom Dana	Director	2.00	Director	$0	$0	$0
Scott Danner	Director	2.00	Director	$0	$0	$0
Bobby Nance	Director	2.00	Director	$0	$0	$0
Amanda Newins	Director	2.00	Director	$0	$0	$0
Candi Waaler	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	No data	No data	No data	No data
2023	$515,657	$550,167	$124,397	$-34,510
2022	$444,020	$394,800	$148,899	$49,220
2021	$147,136	$125,903	$99,290	$21,233

ROTARY INTERNATIONALCHESAPEAKE ROTARY