Rotary International District 7770 (EIN 020782792) - 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

1991

Legal Domicile

Principal Officer

Paul R Walter

Phone

8433018878

Tax Period

2024-07-01 to 2025-06-30

Rotary International District 7770, founded in 1991, is a small nonprofit that reported $407K in total revenue in fiscal year 2024. Revenue decreased 15% compared to the prior year. Expenses of $380K left a modest 7% surplus.

Mission

Rotary International District 7770 (The District) Represents Rotary International in providing leadership and administrative support to the individual Rotary Clubs that are members of the district. Rotary International is an organization of Business and professional leaders worldwide, who provide humanitarian service, encourage high ethical Standards in all vocations, and help build goodwill and peace in the world.

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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 (2024)

Revenue Breakdown

Contributions & Grants $327,530

Program Service Revenue $78,920

Investment Income $988

Other Revenue $-571

TOTAL REVENUE $406,867

Expense Breakdown

Grants Paid $197,108

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $372,207

Other Expenses $182,563

TOTAL EXPENSES $379,671

Year-over-Year Comparison

	2024	2023	Change
Revenue	$406,867	$477,093	-0.1%
Expenses	$379,671	$454,882	-0.2%
Net Income	$27,196	$22,211	+0.2%

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

3133

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
Sandra Morckel	District Governor	20.00	Officer	$0	$0	$0
Herman Dixon	District Governor Elect	10.00	Officer	$0	$0	$0
Mary Gasque	Immediate Past Dist. Governor	10.00	Officer	$0	$0	$0
Paul R Walter	Assistant Treasurer	10.00	Officer	$0	$0	$0
Debra E Walworth	Treasurer	10.00	Officer	$0	$0	$0
Kay Olderhouse Davis	Finance Committee Chair	10.00	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	$406,867	$379,671	$266,430	$27,196
2024	$477,093	$454,882	$267,356	$22,211
2023	$465,769	$550,559	$221,515	$-84,790
2022	$462,299	$492,545	$326,010	$-30,246
2021	$358,328	$323,053	$371,464	$35,275
2020	$460,417	$454,456	$345,631	$5,961
2019	$507,368	$535,186	$342,857	$-27,818

Rotary International District 7770