ROTARY CLUB OF CLEVELAND

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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

1911

Legal Domicile

Principal Officer

SHARON LERCH

Phone

2165568637

Tax Period

2023-07-01 to 2024-06-30

ROTARY CLUB OF CLEVELAND, founded in 1911, is a small nonprofit that reported $145K in total revenue in fiscal year 2023. Revenue grew 16% year-over-year, indicating healthy expansion.

Mission

TO ENCOURAGE AND FOSTER THE IDEAL OF SERVICE AS A BASIS OF WORTHY ENTERPRISE

Program Service Accomplishments

Program 1

Expenses: $141,167 Revenue: $83,812

THE ROTARY CLUB OF CLEVELAND PROMOTED THE SUCCESS OF LOCAL BUSINESS ENTERPRISES BY MAKING AVAILABLE WEEKLY MEETINGS, COMMUNICATIONS, AND INFORMATION TO MEMBERSHIP. MEMBERS ARE ENCOURAGED TO PURSUE...

THE ROTARY CLUB OF CLEVELAND PROMOTED THE SUCCESS OF LOCAL BUSINESS ENTERPRISES BY MAKING AVAILABLE WEEKLY MEETINGS, COMMUNICATIONS, AND INFORMATION TO MEMBERSHIP. MEMBERS ARE ENCOURAGED TO PURSUE COMMUNITY SERVICE OPPORTUNITIES THROUGH PARTICIPATION IN VARIOUS ROTARY CLUB SPONSORED PROJECTS. MANY CLEVELANDERS HAVE BENEFITED FROM CLUB PROJECTS.

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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 $44,005

Program Service Revenue $83,812

Investment Income $17,087

Other Revenue $0

TOTAL REVENUE $144,904

Expense Breakdown

Grants Paid $0

Salaries & Benefits $56,789

Fundraising Expenses $0

Program Expenses $141,167

Other Expenses $89,988

TOTAL EXPENSES $146,777

Year-over-Year Comparison

	2023	2022	Change
Revenue	$144,904	$124,414	+0.2%
Expenses	$146,777	$136,228	+0.1%
Net Income	$-1,873	$-11,814	-0.8%

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

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

$47,500

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JESSICA HANES	PRESIDENT	1.00	Officer Director	$0	$0	$0
JENNIFER KELLY	DIRECTOR/PAST PRESIDENT	1.00	Officer Director	$0	$0	$0
HOWARD LICHTIG	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
KEN GLANC	DIRECTOR	1.00	Director	$0	$0	$0
CHRISTINE WISKOCHIL	TREASURER	1.00	Director	$0	$0	$0
JEROLD SMITH	DIRECTOR	1.00	Director	$0	$0	$0
TINA INGRAHAM	DIRECTOR	1.00	Director	$0	$0	$0
PAUL QUA	DIRECTOR	1.00	Director	$0	$0	$0
LAURA GAMBRELL	VICE PRESIDENT	1.00	Director	$0	$0	$0
RICK RITLEY	DIRECTOR	1.00	Director	$0	$0	$0
SUE NELSON	DIRECTOR	1.00	Director	$0	$0	$0
JIM MCINTYRE	DIRECTOR	1.00	Director	$0	$0	$0
AMY JOHNSTON	DIRECTOR	1.00	Director	$0	$0	$0
SHARON S LERCH	EXEC DIRECTOR/SECY	16.00	Officer	$47,500	$0	$47,500

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	$144,904	$146,777	$191,135	$-1,873
2023	$124,414	$136,228	$202,537	$-11,814
2022	$125,607	$126,479	$203,689	$-872
2021	$117,294	$91,432	$230,378	$25,862
2020	$132,868	$103,563	$196,449	$29,305