ROTARY INTERNATIONAL FLORENCE

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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

1978

Legal Domicile

Principal Officer

JANE HANAWALT

Tax Period

2021-07-01 to 2022-06-30

ROTARY INTERNATIONAL FLORENCE, founded in 1978, is a small nonprofit that reported $161K in total revenue in fiscal year 2021. Revenue surged 258% from the prior year, signaling strong growth momentum. The organization ran a surplus of $59K, a strong 37% operating margin.

Mission

ROTARIANS PROVIDE HUMANITARIAN SERVICES, ENCOURAGE HIGH ETHICAL STANDARDS IN ALL VOCATIONS AND HELP BUILD GOODWILL AND PEACE IN THE WORLD.

Program Service Accomplishments

Program 1

Expenses: $78,685

YOUTH SERVICES

Program 2

Expenses: $12,019

COMMUNITY SERVICES AND LOCAL CHARITY ORGANIZATIONS

Program 3

Expenses: $6,850

WORLD SERVICE

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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 (2021)

Revenue Breakdown

Contributions & Grants $38,726

Program Service Revenue $6,887

Investment Income $24

Other Revenue $115,683

TOTAL REVENUE $161,320

Expense Breakdown

Grants Paid $61,850

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $97,554

Other Expenses $40,091

TOTAL EXPENSES $101,941

Year-over-Year Comparison

	2021	2020	Change
Revenue	$161,320	$45,016	+2.6%
Expenses	$101,941	$84,977	+0.2%
Net Income	$59,379	$-39,961	-2.5%

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

100

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
JENNA BARTLETT	SECRETARY	2.00	Officer Director	$0	$0	$0
JANE HANAWALT	PRESIDENT	5.00	Officer Director	$0	$0	$0
COLIN MORGAN	SERGEANT AT	2.00	Officer Director	$0	$0	$0
KAREN SKULLEY	PAST PRESIDE	1.00	Officer Director	$0	$0	$0
SALLY WANTZ	PRESIDENT EL	4.00	Officer Director	$0	$0	$0
RICK YECNY	TREASURER	2.00	Officer 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
2022	$161,320	$101,941	$180,037	$59,379
2021	$45,016	$84,977	$137,594	$-39,961
2020	$70,250	$103,422	$149,183	$-33,172