ROTARY CLUB OF BIDDEFORD AND SACO

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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

1982

Legal Domicile

Principal Officer

SUSAN GAJEWSKI

Tax Period

2023-07-01 to 2024-06-30

ROTARY CLUB OF BIDDEFORD AND SACO, founded in 1982, is a micro nonprofit that reported $97K in total revenue in fiscal year 2023. Revenue grew 9% year-over-year, indicating healthy expansion. The organization ran a surplus of $16K, a strong 16% operating margin.

Mission

TO ENGAGE CLUB MEMBERS TO ORGANIZE AND PROMOTE FUNDRAISING EVENTS, ACTIVITIES, AND PROGRAMS TO RAISE MONEY FOR NEEDY INDIVIDUALS AND ORGANIZATIONS IN LOCAL COMMUNITY.

Program Service Accomplishments

Program 1

Expenses: $58,599 Revenue: $93,232

CONTRIBUTIONS AND GIFTS TO VARIOUS ORGANIZATIONS AND NEEDY INDIVIDUALS

Program 2

Expenses: $15,000 Revenue: $3,908

INTERNATIONAL PROJECTS INCLUDING POLIO PLUS.

Program 3

Expenses: $4,000

SCHOLARSHIPS FOR ACADEMIC PURPOSES

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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 (2023)

Revenue Breakdown

Contributions & Grants $13,452

Program Service Revenue $7,061

Investment Income $41,139

Other Revenue $35,488

TOTAL REVENUE $97,140

Expense Breakdown

Grants Paid $63,643

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $77,599

Other Expenses $17,517

TOTAL EXPENSES $81,160

Year-over-Year Comparison

	2023	2022	Change
Revenue	$97,140	$88,785	+0.1%
Expenses	$81,160	$92,485	-0.1%
Net Income	$15,980	$-3,700	-5.3%

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
CONRAD WELZEL	DIRECTOR	1.00	Director	$0	$0	$0
HALEY THOMPSON	VICE-PRESIDENT	2.00	Director	$0	$0	$0
JANE FOLEY	DIRECTOR	1.00	Director	$0	$0	$0
KEN FARLEY	DIRECTOR	1.00	Director	$0	$0	$0
JOE MORESHEAD	DIRECTOR	1.00	Director	$0	$0	$0
KATHY SHEA	ASSISTANT TREASURER	1.00	Director	$0	$0	$0
BRIAN DALLAIRE	DIRECTOR	1.00	Director	$0	$0	$0
BRENDA POLLACK	IMMEDIATE PAST PRESIDENT	2.00	Officer Director	$0	$0	$0
SUSAN GAJEWSKI	TREASURER	3.00	Officer Director	$0	$0	$0
PAULETTE BONNEAU	PRESIDENT	4.00	Officer Director	$0	$0	$0
PATTERSON WILLIAM	PRESIDENT ELECT	3.00	Officer Director	$0	$0	$0
SHELLEY KANE	SECRETARY	2.00	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
2025	No data	No data	No data	No data
2024	$97,140	$81,160	$764,773	$15,980
2023	$88,785	$92,485	$727,697	$-3,700
2022	$111,315	$86,501	$697,413	$24,814
2021	$79,709	$44,896	$747,596	$34,813
2020	$96,404	$58,523	$638,958	$37,881
2019	$136,858	$193,318	$626,514	$-56,460