ROTARY CLUB OF DULUTH

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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

JENNIFER SMITH

Phone

2187220451

Tax Period

2024-07-01 to 2025-06-30

ROTARY CLUB OF DULUTH, founded in 1911, is a small nonprofit that reported $165K in total revenue in fiscal year 2024. Revenue surged 25% from the prior year, signaling strong growth momentum. Expenses of $144K left a modest 13% surplus.

Mission

ROTARY CLUB OF DULUTH IS PART OF ROTARY INTERNATIONAL. ROTARY IS AN INTERNATIONAL HUMANITARIAN SERICE ORGANIZATION. IT IS A DIVERSE GLOBAL NETWORK OF COMMUNITY, BUSINESS, AND PROFESSIONAL LEADERS WHO ADDRESS RELEVANT SOCIAL CAUSES TO CHANGE LIVES AND BUILD GOOD WILL AND PEACE AT HOME AND ABROAD.

Program Service Accomplishments

Program 1

Expenses: $123,308 Revenue: $126,379

COMMUNITY SERVICE IS ENCOURAGED BY ROTARY MEMBERS. THE MEMBERSHIP CONDUCTS SEVERAL FUNDRAISING EVENTS DURING THE YEAR. THE NET PROCEEDS FROM THOSE FUNDRAISING EVENTS ARE DEDICATED FOR GRANTING TO...

COMMUNITY SERVICE IS ENCOURAGED BY ROTARY MEMBERS. THE MEMBERSHIP CONDUCTS SEVERAL FUNDRAISING EVENTS DURING THE YEAR. THE NET PROCEEDS FROM THOSE FUNDRAISING EVENTS ARE DEDICATED FOR GRANTING TO COMMUNITY CHARITIES. DURING FISCAL YEAR 2024-2025 THE ROTARY CLUB OF DULUTH MADE GRANTS TOTALING $37,862 TO LOCAL CHARITIES. BESIDES FUNDRAISING, ROTARY ENCOURAGES MEMBERSHIP VOLUNTEERISM BY ORGANIZING ACTIVITIES WITH LOCAL CHARITABLE ORGANIZATIONS.

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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 $16,900

Program Service Revenue $98,410

Investment Income $9,310

Other Revenue $40,143

TOTAL REVENUE $164,763

Expense Breakdown

Grants Paid $37,862

Salaries & Benefits $209

Fundraising Expenses $0

Program Expenses $123,308

Other Expenses $105,572

TOTAL EXPENSES $143,643

Year-over-Year Comparison

	2024	2023	Change
Revenue	$164,763	$131,887	+0.2%
Expenses	$143,643	$137,320	+0.0%
Net Income	$21,120	$-5,433	-4.9%

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
GARY MELANDER	IMMEDIATE PAST PRESIDENT	1	Director	$0	$0	$0
ROB HOFMANN	DIRECTOR	1	Director	$0	$0	$0
DAN MAKI	DIRECTOR	1	Director	$0	$0	$0
TIM MOWBRAY	DIRECTOR	1	Director	$0	$0	$0
BRANDEN ROBINSON	DIRECTOR	1	Director	$0	$0	$0
JERRY THORESON	DIRECTOR	1	Director	$0	$0	$0
ELIZABETH SIMONSON	PRESIDENT	1	Officer	$0	$0	$0
ZACH WALTERS	PRESIDENT-ELECT	1	Officer	$0	$0	$0
ELAINE HANSEN	TREASURER	5	Officer	$0	$0	$0
PATRA SEVASTIADES	SECRETARY	1	Officer	$0	$0	$0
DEAN CASPERSON	DIRECTOR	1	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
2025	$164,763	$143,643	$132,905	$21,120
2024	$131,887	$137,320	$150,718	$-5,433
2023	$139,839	$152,136	$156,151	$-12,297
2022	$148,528	$120,506	$158,025	$28,022
2021	$118,009	$120,003	$145,730	$-1,994
2020	$174,896	$184,192	$149,606	$-9,296
2019	$234,565	$239,884	$161,672	$-5,319
2018	$268,876	$271,761	$164,325	$-2,885