Rotary International District 7870 (EIN 020464951) - Form 990 Financial Analysis & Trantor Score

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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

1905

Legal Domicile

Principal Officer

Stephen Puderbaugh

Phone

9174987933

Tax Period

2020-07-01 to 2021-06-30

Rotary International District 7870, founded in 1905, is a small nonprofit that reported $392K in total revenue in fiscal year 2020. Expenses of $375K left a modest 4% surplus.

Mission

The promotion of humanitarian projects and social assistance, local and worldwide

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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 (2020)

Revenue Breakdown

Contributions & Grants $386,819

Program Service Revenue $0

Investment Income $40

Other Revenue $5,122

TOTAL REVENUE $391,981

Expense Breakdown

Grants Paid $342,326

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $367,301

Other Expenses $32,368

TOTAL EXPENSES $374,694

Year-over-Year Comparison

	2020	2019	Change
Revenue	$391,981	N/A	N/A
Expenses	$374,694	N/A	N/A
Net Income	$17,287	N/A	N/A

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

N/A

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
John Randell Barclay DGE	Director	6.00	Director	$0	$0	$0
John Siemienowicz Dist Gov	Director	6.00	Director	$0	$0	$0
Alice Boucher	Secretary	6.00	Officer Director	$0	$0	$0
Jeff Mobus	Treasurer	6.00	Officer Director	$0	$0	$0
Stephen Puderbaugh	Director	6.00	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
2021	$391,981	$374,694	$116,235	$17,287
2019	$194,452	$220,191	$60,449	$-25,739

Rotary International District 7870