MT BACHELOR 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

Legal Domicile

Principal Officer

SEAN BRENNAN

Phone

5414806458

Tax Period

2023-07-01 to 2024-06-30

MT BACHELOR ROTARY CLUB is a small nonprofit that reported $109K in total revenue in fiscal year 2023. Revenue surged 55% from the prior year, signaling strong growth momentum. Expenses of $100K left a modest 8% surplus.

Mission

THE CLUB PROVIDES SERVICE TO THE COMMUNITY AND AN OPPORTUNITY FOR MEMBERS TO GATHER FOR EDUCATIONAL AND GENERAL INTEREST MEETINGS.

Program Service Accomplishments

Program 1

Expenses: $92,774

THE CLUB PROVIDES SERVICE TO THE COMMUNITY AND AN OPPORTUNITY FOR MEMBERS TO GATHER FOR EDUCATIONAL AND GENERAL INTEREST MEETINGS.

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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 $99,629

Program Service Revenue $0

Investment Income $8,431

Other Revenue $1,141

TOTAL REVENUE $109,201

Expense Breakdown

Grants Paid $25,090

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $92,774

Other Expenses $31,650

TOTAL EXPENSES $100,050

Year-over-Year Comparison

	2023	2022	Change
Revenue	$109,201	$70,556	+0.5%
Expenses	$100,050	$87,130	+0.1%
Net Income	$9,151	$-16,574	-1.6%

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
TED ATLEE	SECRETARY	N/A	Director	$0	$0	$0
TONYA BERNARDY	PRESIDENT	N/A	Director	$0	$0	$0
SEAN BRENNAN	PRESIDENT EL	N/A	Director	$0	$0	$0
SARAH ROCKWOOD BURKE	DIRECTOR	N/A	Director	$0	$0	$0
FLETCHER CHAMBERLIN	DIRECTOR	N/A	Director	$0	$0	$0
DEVON COCHENOUR	DIRECTOR	N/A	Director	$0	$0	$0
ROBERT DENNIS	DIRECTOR	N/A	Director	$0	$0	$0
JENNIFER DRAKE	TREASURER	N/A	Director	$0	$0	$0
TODD DUNKELBERG	PAST PRESIDE	N/A	Director	$0	$0	$0
CRAIG EDWARDS	DIRECTOR	N/A	Director	$0	$0	$0
DAVID GIVANS	PAST PRESIDE	N/A	Director	$0	$0	$0
PAUL IMWALLE	DIRECTOR	N/A	Director	$0	$0	$0
DAREK OLSON	DIRECTOR	N/A	Director	$0	$0	$0
HELEN SILFVEN	SECRETARY EL	N/A	Director	$0	$0	$0
ROBERT STOUT	DIRECTOR	N/A	Director	$0	$0	$0
JOHN STRIFF	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	$109,201	$100,050	$137,704	$9,151
2023	$70,556	$87,130	$123,910	$-16,574
2022	$70,624	$60,121	$131,494	$10,503
2021	$69,027	$37,646	$132,827	$31,381
2020	$113,049	$111,030	$90,253	$2,019
2019	$141,935	$169,513	$66,117	$-27,578
2018	$149,603	$167,771	$94,595	$-18,168