Financial State of the Club Used the CPI to eliminate inflation (all - PDF document

Introduction • Appreciate awesome help in collecting data – Jay O’Leary – Joanne Lamoureux • Pretty graphs Data Visualization • Truthiness: Some handwaving to clarify insights Financial State of the Club • Used the CPI to eliminate inflation (all in 2019 $) • Going back 10 years (or less) • Economist ‐ speak: “Descriptive, not normative.” Larry Robinson • Not a forensic accountant nor a strategic planner. October 30, 2019 Club size Outline • Fairly stable ( ≈ 176) since 2012 • Club demographics 185 • Timeline of “asks” – Overall income vs. expenses 180 • Charities supported – And other expenses 175 • Fundraisers – And other income 170 • Not today: Community Foundation, Charitable Trust. 165 2012 2013 2014 2015 2016 2017 2018 2019 Meeting Attendance (actual) Gender Composition 100% 50% 90% ↓ 3.1% 45% 80% 70% 40% 60% 35% 50% 33.9% 30% 40% 30% 25% 20% 20% 10% 0% 15% 2012 2013 2014 2015 2016 2017 2018 2019 7/2014 7/2015 7/2016 7/2017 7/2018 7/2019

Years in Rotary Years in Rotary (as of 2019) 30 100% > 20 25 80% 20 10 ‐ 20 60% 15 5 ‐ 10 40% 10 5 20% 1 ‐ 5 0 < 1 0% < 1 1 ‐ 5 5 ‐ 10 10 ‐ 20 > 20 2012 2013 2014 2015 2016 2017 2018 2019 Age (as of 2019) Calendar of “Asks” 30% July Dues $150 Rotary Harvest Road Rally 25% Oct LAFF $48 20% Pancake Day $45 Pancake Day 15% Foundation Share the Warmth Jan Dues $150 Bell Ringing 10% Dozen Dinner Draw $50 5% April Linen Closet 0% 20's 30's 40's 50's 60's 70's + Highway Cleanup July Fireworks Major Supported Charities Overall Income vs. Expenses RYLA Youth Soccer Vocational Exchange Students Local Service Projects Community Grants 35,000 80,000 International Projects Books for the World 30,000 60,000 25,000 40,000 20,000 20,000 15,000 0 10,000 09 ‐ 10 10 ‐ 11 11 ‐ 12 12 ‐ 13 13 ‐ 14 14 ‐ 15 15 ‐ 16 16 ‐ 17 17 ‐ 18 18 ‐ 19 (20,000) 5,000 0 09 ‐ 10 10 ‐ 11 11 ‐ 12 12 ‐ 13 13 ‐ 14 14 ‐ 15 15 ‐ 16 16 ‐ 17 17 ‐ 18 18 ‐ 19

Other Outflows Ongoing Fundraisers Administration Membership Public image 40,000 Club service Rotary foundation 25,000 Fireworks Meetings Pancake Day Little Apple 30,000 Road Rally Dozen Dinner Draw 20,000 (Omits Rose Sale, Wizarding Weekend) 20,000 15,000 10,000 10,000 0 5,000 09 ‐ 10 10 ‐ 11 11 ‐ 12 12 ‐ 13 13 ‐ 14 14 ‐ 15 15 ‐ 16 16 ‐ 17 17 ‐ 18 18 ‐ 19 19 ‐ 20 (10,000) 0 09 ‐ 10 10 ‐ 11 11 ‐ 12 12 ‐ 13 13 ‐ 14 14 ‐ 15 15 ‐ 16 16 ‐ 17 17 ‐ 18 18 ‐ 19 Pancake Day Little Apple Fall Follies 18,000 18,000 15,000 15,000 12,000 12,000 9,000 9,000 6,000 6,000 3,000 3,000 0 0 09 ‐ 10 10 ‐ 11 11 ‐ 12 12 ‐ 13 13 ‐ 14 14 ‐ 15 15 ‐ 16 16 ‐ 17 17 ‐ 18 18 ‐ 19 09 ‐ 10 10 ‐ 11 11 ‐ 12 12 ‐ 13 13 ‐ 14 14 ‐ 15 15 ‐ 16 16 ‐ 17 17 ‐ 18 18 ‐ 19 (3,000) (3,000) (6,000) (6,000) Road Rally Fireworks 18,000 18,000 15,000 15,000 12,000 12,000 9,000 9,000 6,000 6,000 3,000 3,000 0 0 09 ‐ 10 10 ‐ 11 11 ‐ 12 12 ‐ 13 13 ‐ 14 14 ‐ 15 15 ‐ 16 16 ‐ 17 17 ‐ 18 18 ‐ 19 19 ‐ 20 ( 3,000) 09 ‐ 10 10 ‐ 11 11 ‐ 12 12 ‐ 13 13 ‐ 14 14 ‐ 15 15 ‐ 16 16 ‐ 17 17 ‐ 18 18 ‐ 19 19 ‐ 20 ( 3,000) ( 6,000) ( 6,000)

Dozen Dinner Draw Meetings Kettle, Happy Dollars, Raffle, etc. 18,000 18,000 15,000 15,000 12,000 12,000 9,000 9,000 6,000 3,000 6,000 0 3,000 09 ‐ 10 10 ‐ 11 11 ‐ 12 12 ‐ 13 13 ‐ 14 14 ‐ 15 15 ‐ 16 16 ‐ 17 17 ‐ 18 18 ‐ 19 ( 3,000) 0 09 ‐ 10 10 ‐ 11 11 ‐ 12 12 ‐ 13 13 ‐ 14 14 ‐ 15 15 ‐ 16 16 ‐ 17 17 ‐ 18 18 ‐ 19 ( 6,000) ( 3,000) ( 6,000) Other Inflows Summary 40,000 Club dues (net of RI and District) Meeting overhead • Overview of our recent history. Other 30,000 • Leave to the entire club, and to President Frank, to figure out the implications for the 20,000 future. 10,000 0 09 ‐ 10 10 ‐ 11 11 ‐ 12 12 ‐ 13 13 ‐ 14 14 ‐ 15 15 ‐ 16 16 ‐ 17 17 ‐ 18 18 ‐ 19