ROTARY CLUB OF DULUTH HARBORTOWN MN USA INC (EIN 411633250) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Legal Domicile

Principal Officer

TONY HANSEN

Phone

2187221161

Tax Period

2023-07-01 to 2024-06-30

ROTARY CLUB OF DULUTH HARBORTOWN MN USA INC is a small nonprofit that reported $107K in total revenue in fiscal year 2023.

Mission

HARBORTOWN ROTARY IS A SERVICE CLUB HOLDING VARIOUS FUND RAISING FUNCTIONS TO PROVIDE FOR LOCAL AND INTERNATIONAL SERVICE PROJECTS OF ROTARY.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $24,582

Program Service Revenue $35,478

Investment Income $6

Other Revenue $46,455

TOTAL REVENUE $106,521

Expense Breakdown

Grants Paid $0

Salaries & Benefits $18,423

Fundraising Expenses $0

Program Expenses $85,766

Other Expenses $89,280

TOTAL EXPENSES $107,703

Year-over-Year Comparison

	2023	2022	Change
Revenue	$106,521	$109,546	0.0%
Expenses	$107,703	$112,141	0.0%
Net Income	$-1,182	$-2,595	-0.5%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

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
TONY HANSEN	PRESIDENT	N/A	Officer Director	$0	$0	$0
MARK FREDRICKSON	TREASURER	N/A	Officer Director	$0	$0	$0
CASEY NIES	SECRETARY	N/A	Officer Director	$0	$0	$0
CHARITY JOHNSON	DIRECTOR	N/A	Director	$0	$0	$0
MARY DURWARD	DIRECTOR	N/A	Director	$0	$0	$0
CHLOE STRAND	DIRECTOR	N/A	Director	$0	$0	$0
BRAD JENSON	DIRECTOR	N/A	Director	$0	$0	$0
CHRISTIAN KOELLING	DIRECTOR	N/A	Director	$0	$0	$0
LISA MITCHELL-KROCAK	DIRECTOR	N/A	Director	$0	$0	$0
ROB HAGLIN	DIRECTOR	N/A	Director	$0	$0	$0
AMBER SADOWSKI	DIRECTOR	N/A	Director	$0	$0	$0
NATHAN SAGER	DIRECTOR	N/A	Director	$0	$0	$0
LEXI LANIGAN	DIRECTOR	N/A	Director	$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	$106,521	$107,703	$112,343	$-1,182
2023	$109,546	$112,141	$75,428	$-2,595
2022	$115,313	$96,407	$119,248	$18,906
2021	$83,828	$61,535	$103,006	$22,293
2020	$91,541	$80,064	$56,972	$11,477
2019	$100,006	$116,647	$46,066	$-16,641
2018	$104,947	$100,654	$61,368	$4,293

ROTARY CLUB OF DULUTH HARBORTOWN MN USA INC