ROTARY INTERNATIONAL DISTRICT 7120 C/O SCOTT HEALY (EIN 166035683) - 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

1958

Legal Domicile

Principal Officer

DAVID DEMERS

Phone

5857341750

Tax Period

2023-07-01 to 2024-06-30

ROTARY INTERNATIONAL DISTRICT 7120 C/O SCOTT HEALY, founded in 1958, is a small nonprofit that reported $267K in total revenue in fiscal year 2023. Revenue surged 55% from the prior year, signaling strong growth momentum. Expenses of $252K left a modest 6% surplus.

Mission

SUPPORT OF ROTARY CLUBS IN THE DISTRICT.

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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 $93,676

Program Service Revenue $159,250

Investment Income $0

Other Revenue $13,592

TOTAL REVENUE $266,518

Expense Breakdown

Grants Paid $54,368

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $127,103

Other Expenses $197,411

TOTAL EXPENSES $251,779

Year-over-Year Comparison

	2023	2022	Change
Revenue	$266,518	$172,002	+0.5%
Expenses	$251,779	$245,811	+0.0%
Net Income	$14,739	$-73,809	-1.2%

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

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
JULIE CARNEY	DISTRICT GOVERNOR	15.00	Officer Director	$0	$0	$0
DAVE DEMERS	DISTRICT GOVERNO ELECT	10.00	Director	$0	$0	$0
RALPH BRANDT	IMMEDIATE PAST DISTRICT GO	10.00	Officer Director	$0	$0	$0
LESLIE VECHIOTTI	DISTRICT SECRETARY	10.00	Officer Director	$0	$0	$0
MARC KREUSER	ASSISTANT DISTRICT SECRETA	2.00	Officer Director	$0	$0	$0
SCOTT HEALY	DISTRICT TREASURER	5.00	Officer Director	$0	$0	$0
ERIC PARKER	ASSISTANT DISTRICT TREASUR	5.00	Officer Director	$0	$0	$0
MARK WYSE	ASSISTANT DISTRICT TREASUR	5.00	Officer 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
2025	No data	No data	No data	No data
2024	$266,518	$251,779	$208,370	$14,739
2023	$172,002	$245,811	$197,270	$-73,809
2022	$164,318	$122,063	$271,778	$42,255
2021	$66,938	$84,177	$251,443	$-17,239
2020	$166,095	$171,145	$238,709	$-5,050
2019	$172,543	$187,849	$255,620	$-15,306
2018	$186,944	$201,986	$257,758	$-15,042

ROTARY INTERNATIONAL DISTRICT 7120 C/O SCOTT HEALY