ROTARY CLUB OF WEST CHESTER LIBERTY

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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

1981

Legal Domicile

Principal Officer

ART HUPP

Tax Period

2018-07-01 to 2019-06-30

ROTARY CLUB OF WEST CHESTER LIBERTY, founded in 1981, is a micro nonprofit that reported $56K in total revenue in fiscal year 2018. Revenue surged 72% from the prior year, signaling strong growth momentum. The organization ran a surplus of $15K, a strong 26% operating margin.

Mission

COMMUNITY SERVICE GRANTS TO AID NEED. INTERNATIONAL ROTARY FOUNDATIONS GIFTS TO SUPPORT POLIO ERADICATION. STUDENT SCHOLARSHIP AND AWARDS GIVEN TO WORTHY STUDENTS. VOCATIONAL PROJECTS.

Program Service Accomplishments

Program 1

MEETINGS AND MEMBER FUNCTIONS

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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 (2018)

Revenue Breakdown

Contributions & Grants $9,910

Program Service Revenue $21,201

Investment Income $0

Other Revenue $25,349

TOTAL REVENUE $56,460

Expense Breakdown

Grants Paid $6,338

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $35,241

TOTAL EXPENSES $41,579

Year-over-Year Comparison

	2018	2017	Change
Revenue	$56,460	$32,778	+0.7%
Expenses	$41,579	$72,477	-0.4%
Net Income	$14,881	$-39,699	-1.4%

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
VAL ALLEN	DIRECTOR	003.00	Director	$0	$0	$0
STEVE MAYHUGH	DIRECTOR	003.00	Director	$0	$0	$0
KEN REISER	DIRECTOR	003.00	Director	$0	$0	$0
STEVE SILVERBERG	DIRECTOR	003.00	Director	$0	$0	$0
PEYTON GRAVELY	DIRECTOR	003.00	Director	$0	$0	$0
AL IVERSON	DIRECTOR	003.00	Director	$0	$0	$0
SANDY LIKES	IMMEDIATE PAST PRESIDENT	001.00	Director	$0	$0	$0
LISA CRACHIOLO	PRESIDENT	003.00	Officer	$0	$0	$0
KEITH WRIGHT	PRESIDENT ELECT	003.00	Officer	$0	$0	$0
MARIA DOHERTY	VICE PRESIDENT	003.00	Officer	$0	$0	$0
BRENT CULLEN	SECRETARY	003.00	Officer	$0	$0	$0
DALE WATSON	TREASURER	003.00	Officer	$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
2019	$56,460	$41,579	$79,173	$14,881
2018	$32,778	$72,477	$75,280	$-39,699