ROTARY CLUB OF PLYMOUTH MICHIGAN IN

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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

2010

Legal Domicile

Principal Officer

CHRIS PORMAN

Phone

7346466400

Tax Period

2023-07-01 to 2024-06-30

ROTARY CLUB OF PLYMOUTH MICHIGAN IN, founded in 2010, is a small nonprofit that reported $148K in total revenue in fiscal year 2023. Revenue surged 29% from the prior year, signaling strong growth momentum. The organization ran a surplus of $43K, a strong 29% operating margin.

Mission

TO PROMOTE WORLD UNDERSTANDING BY PROVIDING LEADERS IN THE COMMUNITY AND SENDING EXCHANGE STUDENTS, SCHOLARS, AND PROFESSIONALS THROUGHOUT THE WORLD.

Program Service Accomplishments

Program 1

Expenses: $42,293 Revenue: $61,458

PROVIDING AND CONDUCTING WEEKLY MEETINGS, ACTIVITIES, AND PROGRAMS FOR 100 PLUS MEMBERS. PROVIDE MEMBERS WITH NEWSLETTER.

Program 2

Expenses: $25,000

NET PROCEEDS FROM FUNDRAISERS GIVEN TO LOCAL CHARITIES AND TO THE PLYMOUTH ROTARY FOUNDATION BASED UPON RECOMMENDATIONS FROM THE COMMITTEES.

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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 $4,734

Program Service Revenue $86,454

Investment Income $5

Other Revenue $57,052

TOTAL REVENUE $148,245

Expense Breakdown

Grants Paid $25,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $67,293

Other Expenses $80,055

TOTAL EXPENSES $105,055

Year-over-Year Comparison

	2023	2022	Change
Revenue	$148,245	$114,821	+0.3%
Expenses	$105,055	$138,631	-0.2%
Net Income	$43,190	$-23,810	-2.8%

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

850

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
JAMES GEITZEN	SECRETARY, P	2.00	Officer Director	$0	$0	$0
DIANE HARRISON	DIRECTOR	2.00	Director	$0	$0	$0
JAMES VAN HORN	TREASURER	2.00	Officer Director	$0	$0	$0
PENNY JOY	DIRECTOR	2.00	Officer Director	$0	$0	$0
JUNE KIRCHGATTER	DIRECTOR	2.00	Director	$0	$0	$0
PAUL OPDYKE	DIRECTOR	2.00	Director	$0	$0	$0
CHRIS PORMAN	PRESIDENT	2.00	Officer Director	$0	$0	$0
DONALD SOENEN	DIRECTOR	2.00	Director	$0	$0	$0
CAROL SOUCHOCK	DIRECTOR	2.00	Officer Director	$0	$0	$0
CANDICE TOWERS	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	$148,245	$105,055	$148,564	$43,190
2023	$114,821	$138,631	$104,761	$-23,810
2021	$60,324	$54,510	$63,227	$5,814
2020	$62,302	$68,892	$56,574	$-6,590
2019	$120,794	$140,028	$63,012	$-19,234