BROOKLINE MASSACHUSETTS ROTARY CLUB

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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

1938

Legal Domicile

Principal Officer

HADLEY WEINBERG

Phone

6179651965

Tax Period

2023-07-01 to 2024-06-30

BROOKLINE MASSACHUSETTS ROTARY CLUB, founded in 1938, is a micro nonprofit that reported $45K in total revenue in fiscal year 2023. Expenses of $43K left a modest 3% surplus.

Mission

SINGLE PROGRAMS DEVOTED TO SUPPORT LOCAL, NATIONAL AND INTERNATIONAL COMMUNITIES, INDIVIDUALS AND CHARITABLE ORGANIZATIONS. PROVIDES FINANCIAL SUPPORT TO WORTHY ACTIVITIES AND CHARITABLE ORGANIZATIONS.

Program Service Accomplishments

Program 1

Expenses: $4,707 Revenue: $0

THE ROTARY FOUNDATION

Program 2

Expenses: $500 Revenue: $0

BROOKLINE COMMUNITY FOUNDATION

Program 3

Expenses: $3,000 Revenue: $0

POLIO THROUGH ROTARY FOUNDATION

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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 $26,559

Program Service Revenue $0

Investment Income $19

Other Revenue $18,250

TOTAL REVENUE $44,828

Expense Breakdown

Grants Paid $24,218

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $41,736

Other Expenses $19,233

TOTAL EXPENSES $43,451

Year-over-Year Comparison

	2023	2022	Change
Revenue	$44,828	$45,541	0.0%
Expenses	$43,451	$39,479	+0.1%
Net Income	$1,377	$6,062	-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

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
RICHARD SEGAN	PRESIDENT	1.00	Officer Director	$0	$0	$0
HADLEY WEINBERG	TREASURER	1.00	Officer Director	$0	$0	$0
KEN GOLDSTEIN	PRESIDENT ELECT	1.00	Officer Director	$0	$0	$0
PHIL SANDLER	SECRETARY	1.00	Officer Director	$0	$0	$0
SHARON HERMAN	MEMBERSHIP CHAIR	1.00	Officer Director	$0	$0	$0
SUSAN RACK	DIRECTOR	1.00	Director	$0	$0	$0
SHAWNA CARBONI	DIRECTOR/SOCIAL MEDIA	1.00	Director	$0	$0	$0
HEATHER HAMILTON	DIRECTOR	1.00	Director	$0	$0	$0
CANDACE CRAMER	DIRECTOR	1.00	Director	$0	$0	$0
ROGER LIPSON	DIRECTOR	1.00	Director	$0	$0	$0
ELIAS AUDY	DIRECTOR	1.00	Director	$0	$0	$0
PAULA KERWIN	ASSISTANT TREASURER	1.00	Director	$0	$0	$0
SHARON HERMA	DIRECTOR	1.00	Director	$0	$0	$0
ARNIE MILLER	DIRECTOR/FOUNDATION CHAIR	1.00	Director	$0	$0	$0
LAURA WALTERS	ENVIRONMENT CONTACT	1.00		$0	$0	$0
EVA VALENTINE	FOUNDATION GRANTS	1.00		$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	$44,828	$43,451	$41,491	$1,377
2023	$45,541	$39,479	$43,293	$6,062
2022	$50,578	$48,036	$37,231	$2,542
2021	$24,675	$20,471	$34,689	$4,204
2020	$16,140	$35,195	$30,485	$-19,055
2019	$35,721	$29,512	$49,540	$6,209
2018	$43,160	$39,339	$43,331	$3,821