CHARLOTTE-SHELBURNE-HINESBURG ROTA… - Form 990 Financial Data

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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

1971

Legal Domicile

Principal Officer

MARGO CASCO

Phone

8023181801

Tax Period

2024-01-01 to 2024-12-31

CHARLOTTE-SHELBURNE-HINESBURG ROTARY INC, founded in 1971, is a micro nonprofit that reported $66K in total revenue in fiscal year 2024. Revenue surged 37% from the prior year, signaling strong growth momentum.

Mission

GLOBAL COMMUNITY WHERE MEMBERS ARE DEDICATED TO BUILDING A BETTER WORLD. THE LOCAL ROTARY COMMUNITY IS SET UP TO EXCHANGE IDEAS AND BUILD LIFELONG FRIENDSHIPS WITH PEOPLE WHO SHARE A PASSION FOR COMMUNITY SERVICE.

Program Service Accomplishments

Program 1

Expenses: $45,392

ADVANCE COMMUNITY BY BRINGING IN COMMUNITY MEMBERS TO SPEAK AT MEETINGS AND TO PROVIDE RESOURCES TO THE COMMUNITY

Program 2

Expenses: $2,942

CONTRIBUTE TO REGIONAL ROTARY EVENTS

Program 3

Expenses: $5,431

CONTRIBUTE TO INTERNATIONAL ROTARY EVENTS

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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 $32,396

Program Service Revenue $0

Investment Income $20

Other Revenue $33,086

TOTAL REVENUE $65,502

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $6,064

Program Expenses $53,765

Other Expenses $64,433

TOTAL EXPENSES $64,433

Year-over-Year Comparison

	2024	2023	Change
Revenue	$65,502	$47,908	+0.4%
Expenses	$64,433	$33,047	+0.9%
Net Income	$1,069	$14,861	-0.9%

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
JESSICA BRUMSTED	SECRETARY	5.00	Officer	$0	$0	$0
MARGO CASCO	TREASURER	5.00	Officer	$0	$0	$0
CATHERINE MOLLER	INCOMING PRE	5.00	Officer	$0	$0	$0
JOHN PANE	CO-PRESIDENT	5.00	Officer	$0	$0	$0
AMANDA VINCENT	CO-PRESIDENT	15.00	Officer	$0	$0	$0
DAN YORK	PAST PRESIDE	5.00	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
2024	$65,502	$64,433	$16,047	$1,069
2024	$53,557	$59,253	$10,351	$-5,696
2023	$56,887	$55,819	$16,046	$1,068

CHARLOTTE-SHELBURNE-HINESBURG ROTARY INC