ROTARY INTERNATIONAL-DISTRICT 7710

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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

1992

Legal Domicile

Principal Officer

CAROL ALLEN

Phone

9198800965

Tax Period

2024-07-01 to 2025-06-30

ROTARY INTERNATIONAL-DISTRICT 7710, founded in 1992, is a small nonprofit that reported $136K in total revenue in fiscal year 2024. Revenue decreased 8% compared to the prior year.

Mission

ROTARY INTERNATIONAL - DISTRICT 7710 IS A NONPROFIT ORGANIZATION INVOLVED IN RAISING MONEY AND SUPPORTING VARIOUS CHARITABLE FOUNDATIONS.

Program Service Accomplishments

Program 1

Expenses: $12,328 Revenue: $8,500

ROTARY INTERNATIONAL DISTRICT 7710 SUPPORTS VARIOUS CHARITIES

Program 2

Expenses: $103,095 Revenue: $118,319

ROTARY INTERNATIONAL DISTRICT 7710 SUPPORTS ITS MEMBER CLUBS THROUGH THE ANNUAL CONFERENCE AND OTHER ASSEMBLIES AND MEETINGS THROUGHOUT THE YEAR

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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 $5,150

Program Service Revenue $126,819

Investment Income $3,583

Other Revenue $0

TOTAL REVENUE $135,552

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $115,423

Other Expenses $131,816

TOTAL EXPENSES $131,816

Year-over-Year Comparison

	2024	2023	Change
Revenue	$135,552	$146,801	-0.1%
Expenses	$131,816	$148,070	-0.1%
Net Income	$3,736	$-1,269	-3.9%

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

300

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
JEFF BLASS	DISTRICT GOV	20.00	Officer	$0	$0	$0
LISA HIGGINBOTHAM	DG ELECT	10.00	Officer	$0	$0	$0
PAT GALLAGHER	GOVERNOR NOM	10.00	Officer	$0	$0	$0
VERONICA BENT	PAST DISTRIC	4.00	Officer	$0	$0	$0
THOMAS RAY	SECRETARY	3.00	Officer	$0	$0	$0
CAROL ALLEN	DISTRICT TRE	4.00	Officer	$0	$0	$0
DONNA PEFFLEY	ROTARY FOUND	10.00	Officer	$0	$0	$0
JACKSON LEMONS	ASSISTANT GO	4.00	Officer	$0	$0	$0
SARAH ABRONS	ASSISTANT GO	4.00	Officer	$0	$0	$0
TIMOTHY ATKINS	ASSISTANT GO	4.00	Officer	$0	$0	$0
KEVIN BARNES	ASSISTANT GO	4.00	Officer	$0	$0	$0
TIA COPPUS	ASSISTANT GO	4.00	Officer	$0	$0	$0
ROBERT JR GRIFFIN	ASSISTANT GO	4.00	Officer	$0	$0	$0
SCOTT MACKEY	ASSISTANT GO	4.00	Officer	$0	$0	$0
ERIC STEVENS	ASSISTANT GO	4.00	Officer	$0	$0	$0
ELIZABETH WIENER	ASSISTANT GO	4.00	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	$135,552	$131,816	$218,188	$3,736
2024	$146,801	$148,070	$196,021	$-1,269
2023	$142,159	$137,473	$197,486	$4,686
2022	$145,302	$138,749	$192,414	$6,553
2021	$91,194	$58,410	$198,496	$32,784
2020	$96,967	$107,026	$153,272	$-10,059
2019	$181,484	$179,245	$170,006	$2,239