Rotary International-District 7210 (EIN 146020235) - 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

Peter Sullivan

Tax Period

2023-07-01 to 2024-06-30

Rotary International-District 7210, founded in 1991, is a small nonprofit that reported $240K in total revenue in fiscal year 2023. Expenses of $217K left a modest 9% surplus.

Mission

Rotary is an organization of business & Professional persons united worldwide, who provide humanitarian services, encourage high ethical stnadards, build goodwill and peace

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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 (2023)

Revenue Breakdown

Contributions & Grants $71,418

Program Service Revenue $0

Investment Income $3,779

Other Revenue $164,763

TOTAL REVENUE $239,960

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $217,209

TOTAL EXPENSES $217,209

Year-over-Year Comparison

	2023	2022	Change
Revenue	$239,960	$231,801	+0.0%
Expenses	$217,209	$270,530	-0.2%
Net Income	$22,751	$-38,729	-1.6%

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

N/A

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
Peter Sullivan	District Governor	30.00	Officer	$0	$0	$0
Todd Bowen	Secretary	30.00	Officer	$0	$0	$0
Leo Kaytes	District Governor Elect	30.00	Officer	$0	$0	$0
Beau OLoendorf	District Governor Nominee	30.00	Officer	$0	$0	$0
Martin Nowak	Treasurer	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	No data	No data	No data	No data
2024	$239,960	$217,209	$140,681	$22,751
2023	$231,801	$270,530	$112,110	$-38,729
2022	$209,833	$182,969	$151,792	$26,864
2021	$185,340	$156,069	$160,574	$29,271
2020	$164,772	$156,327	$112,999	$8,445
2019	$215,615	$226,685	$127,695	$-11,070
2018	$233,482	$220,686	$124,878	$12,796

Rotary International-District 7210