NEWARK-HEATH ROTARY (EIN 311159945) - 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

1986

Legal Domicile

Phone

7403491886

Tax Period

2024-07-01 to 2025-06-30

NEWARK-HEATH ROTARY, founded in 1986, is a micro nonprofit that reported $49K in total revenue in fiscal year 2024.

Mission

THE OBJECT OF ROTARY IS TO ENCOURAGE AND FOSTER THE IDEAL OF SERVICE AS A BASIS OF WORTHY ENTERPRISE.TO PROVIDE FINANCIAL, PROMOTIONAL AND PROGRAM SUPPORT OF LOCAL. NATIONAL AND ROTARIAN CAUSES.

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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 $37,514

Program Service Revenue $0

Investment Income $532

Other Revenue $10,811

TOTAL REVENUE $48,857

Expense Breakdown

Grants Paid $2,496

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $49,630

Other Expenses $49,029

TOTAL EXPENSES $51,525

Year-over-Year Comparison

	2024	2023	Change
Revenue	$48,857	$47,832	+0.0%
Expenses	$51,525	$53,831	0.0%
Net Income	$-2,668	$-5,999	-0.6%

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
GREG WALLIS	PRESIDENT	5.00	Officer	$0	$0	$0
KIRK HOMRIGHOUSE	PRESIDENT ELECT	3.00	Officer	$0	$0	$0
BRIAN CROCK	SECRETARY	5.00	Officer	$0	$0	$0
JAMIE FRUSH	TREASURER	5.00	Officer	$0	$0	$0
JENNY RICE	VICE PRESIDENT	3.00	Officer	$0	$0	$0
SHELBY CONLEY	DIRECTOR	2.00	Director	$0	$0	$0
BRIAN BUTCHER	DIRECTOR	2.00	Director	$0	$0	$0
ALEX METTILLE	DIRECTOR	2.00	Director	$0	$0	$0
RYAN WEST	DIRECTOR	2.00	Director	$0	$0	$0
BRAD FEIGHTNER	PAST PRESIDENT	1.00	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	$48,857	$51,525	$29,268	$-2,668

NEWARK-HEATH ROTARY