PETERSBURG ROTARY CLUB

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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

1952

Legal Domicile

Principal Officer

ADRIENNE STOLPE

Phone

9075181110

Tax Period

2023-07-01 to 2024-06-30

PETERSBURG ROTARY CLUB, founded in 1952, is a micro nonprofit in the Community Improvement sector that reported $51K in total revenue in fiscal year 2023. Revenue grew 13% year-over-year, indicating healthy expansion. The organization ran a surplus of $14K, a strong 26% operating margin.

Mission

ROTARY IS DEDICATED TO INTERNATIONAL PEACE AND LASTING CHANGE ACROSS THE GLOBE IN OUR COMMUNITIES AND IN OURSELVES.

Program Service Accomplishments

Program 1

Expenses: $37,849 Revenue: $37,620

LOCAL ACTIVITIES WERE SPONSERED TO PROMOTE COMMUNITY AND INDIVIDUAL IMPROVEMENT.

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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 $13,776

Program Service Revenue $10,975

Investment Income $25,786

Other Revenue $859

TOTAL REVENUE $51,396

Expense Breakdown

Grants Paid $1,200

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $37,849

Other Expenses $36,649

TOTAL EXPENSES $37,849

Year-over-Year Comparison

	2023	2022	Change
Revenue	$51,396	$45,426	+0.1%
Expenses	$37,849	$26,921	+0.4%
Net Income	$13,547	$18,505	-0.3%

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	Role	Reportable Comp	Other Comp	Total
KAILI WATKINS	PRESIDENT	Officer Director	$0	$0	$0
BENNETT MCGRATH	SECRETARY	Officer	$0	$0	$0
DAVID BERG	SARGENT OF ARMS	Officer	$0	$0	$0
ADRIENNE STOLPE	TREASURER	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	$51,396	$37,849	$235,231	$13,547
2023	$45,426	$26,921	$221,973	$18,505
2022	$-4,979	$53,436	$205,206	$-58,415
2021	$121,719	$97,748	$265,660	$23,971
2020	$68,534	$31,143	$243,282	$37,391
2019	$34,855	$40,963	$205,477	$-6,108
2018	$42,337	$34,600	$211,622	$7,737