ROTARY INTERNATIONAL STERLING ROTARY CLUB (EIN 363982148) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2005

Legal Domicile

Tax Period

2018-07-01 to 2019-06-30

ROTARY INTERNATIONAL STERLING ROTARY CLUB, founded in 2005, is a micro nonprofit that reported $24K in total revenue in fiscal year 2018. Revenue fell 71% from the prior year — a significant decline worth monitoring. Expenses of $38K exceeded revenue, resulting in a 61% operating deficit.

Mission

TO FURTHER THE OBJECTIVES OF ROTARY INTERNATIONAL

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2018)

Revenue Breakdown

Contributions & Grants $23,020

Program Service Revenue $0

Investment Income $520

Other Revenue $375

TOTAL REVENUE $23,915

Expense Breakdown

Grants Paid $22,390

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $33,653

Other Expenses $16,065

TOTAL EXPENSES $38,455

Year-over-Year Comparison

	2018	2017	Change
Revenue	$23,915	$83,655	-0.7%
Expenses	$38,455	$65,926	-0.4%
Net Income	$-14,540	$17,729	-1.8%

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
FRANCIS MULLEN	TREASURER	4.00	Officer	$0	$0	$0
Ingrid Streich	SECRETARY	4.00	Officer	$0	$0	$0
Susan C Mullen	PRESIDENT	10.00	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	$23,915	$38,455	$64,231	$-14,540

ROTARY INTERNATIONAL STERLING ROTARY CLUB