ROTARY CLUB OF FARMINGTON

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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

1925

Legal Domicile

Tax Period

2022-07-01 to 2023-06-30

ROTARY CLUB OF FARMINGTON, founded in 1925, is a micro nonprofit that reported $39K in total revenue in fiscal year 2022. The organization ran a surplus of $8K, a strong 21% operating margin.

Mission

TO PROVIDE SERVICE TO OTHERS, TO PROMOTE HIGH ETHICAL STANDARDS, AND TO ADVANCE WORLD UNDERSTANDING, GOODWILL AND PEACE THROUGH ITS FELLOWSHIP OF BUSINESS, PROFESSIONAL AND COMMUNITY LEADERS

Program Service Accomplishments

Program 1

Expenses: $26,481 Revenue: $27,588

THE ROTARY ENCOURAGES AND FOSTERS THE IDEAL OF SERVICE AS A BASIS OF WORTHY ENTERPRISE BY DEVELOPING ACQUAINTANCES AS AN OPPORTUNITY OF SERVICE, CREATING HIGH ETHICAL STANDARDS IN BUSINESS AND...

THE ROTARY ENCOURAGES AND FOSTERS THE IDEAL OF SERVICE AS A BASIS OF WORTHY ENTERPRISE BY DEVELOPING ACQUAINTANCES AS AN OPPORTUNITY OF SERVICE, CREATING HIGH ETHICAL STANDARDS IN BUSINESS AND PROFESSIONALS, RECOGNIZING THE WORTHINESS OF ALL USEFUL OCCUPATIONS, APPLYING THE IDEAL OF SERVICE IN EACH ROTARIANS PERSONAL, BUSINESS AND COMMUNITY LIFE AND ADVANCING INTERNATIONAL UNDERSTANDING, GOODWILL AND PEACE THROUGH A WORLD FELLOWSJHIP OF BUSINESS AND PROFESSIONAL PERSONS.VOCATIONAL SERVICE ENCOURAGES ROTARIANS TO SERVE OTHERS THROUGH THEIR VOCATIONS AND TO PRACTICE HIGH ETHICAL STANDARDS. THE ROTARY CLUB OF FARMINGTON HONORS A STUDENT EACH MONTH FOR THEIR EXCELLENCE IN EXEMPLIFYING THE ROATARYS MOTTO, SERVICE ABOVE SELF.

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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 (2022)

Revenue Breakdown

Contributions & Grants $11,235

Program Service Revenue $27,588

Investment Income $11

Other Revenue $0

TOTAL REVENUE $38,834

Expense Breakdown

Grants Paid $3,868

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $26,481

Other Expenses $26,944

TOTAL EXPENSES $30,812

Year-over-Year Comparison

	2022	2021	Change
Revenue	$38,834	$37,149	+0.0%
Expenses	$30,812	$32,956	-0.1%
Net Income	$8,022	$4,193	+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

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
NATE LEHMEYER	TREASURER	1.00	Officer	$0	$0	$0
MELISSA BLANCHARD	SECRETARY	1.00	Officer	$0	$0	$0
TJ LARSON	PRESIDENT	1.00	Officer	$0	$0	$0
BARBARA SVOBODA	PAST PRESIDENT	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
2023	$38,834	$30,812	$62,625	$8,022
2021	$1,915	$18,744	$58,777	$-16,829
2020	$-22,585	$51,423	$75,606	$-74,008
2019	$64,366	$66,676	$149,614	$-2,310