THE ROTARY DISTRICT 7300 FOUNDATION

EIN: 251550778 501(c)(3)

CRANBERRY TOWNSHIP, PA

Total Revenue
$389,766
Total Expenses
$269,184
Total Assets
$1,195,108
Net Assets
$1,195,108
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1987
Legal Domicile
PA
Principal Officer
STUART BENSON
Phone
7249354970
Tax Period
2023-07-01 to 2024-06-30

THE ROTARY DISTRICT 7300 FOUNDATION, founded in 1987, is a small nonprofit that reported $390K in total revenue in fiscal year 2023. Revenue surged 30% from the prior year, signaling strong growth momentum. The organization ran a surplus of $121K, a strong 31% operating margin.

Mission

THE FOUNDATION EXISTS AS A CONDUIT FOR CHARITABLE AND EDUCATIONAL DONATIONS FROM INDIVIDUALS, ROTARY CLUBS, BUSINESSES, GOVERNMENT AGENCIES OR OTHER DONORS TO BENEFIT QUALIFIED RECIPIENTS.

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $357,582
Program Service Revenue $0
Investment Income $32,184
Other Revenue $0
TOTAL REVENUE $389,766

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $265,786
Other Expenses $269,184
TOTAL EXPENSES $269,184

Year-over-Year Comparison

2023 2022 Change
Revenue $389,766 $299,852 +0.3%
Expenses $269,184 $277,176 0.0%
Net Income $120,582 $22,676 +4.3%
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

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Liquidity & Cash Position

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Governance

Voting Members
23
Independent Members
23
Employees
N/A
Volunteers
13

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
5
$0
Total Directors
23
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
STUART W BENSON III CHAIRMAN 5.00
Officer Director
$0 $0 $0
SUE KELLY VICE-CHAIRMAN 5.00
Officer Director
$0 $0 $0
MONICA J STANTON SECRETARY 5.00
Officer Director
$0 $0 $0
VIRGINIA FINNEGAN TREASURER 5.00
Officer Director
$0 $0 $0
DAN KRAVETZ ASST TREASURER 3.00
Officer Director
$0 $0 $0
TOM ROHRICH BOARD MEMBER 3.00
Director
$0 $0 $0
MARK BRILMYER BOARD MEMBER 3.00
Director
$0 $0 $0
SAM MACCARONE BOARD MEMBER 3.00
Director
$0 $0 $0
WALTER SICKLES BOARD MEMBER 3.00
Director
$0 $0 $0
ROBERT ARBUCKLE BOARD MEMBER 3.00
Director
$0 $0 $0
WARD GARNER BOARD MEMBER 3.00
Director
$0 $0 $0
LINDA FISCHER BRUCE BOARD MEMBER 3.00
Director
$0 $0 $0
CHUCK DESABATO BOARD MEMBER 3.00
Director
$0 $0 $0
CHERIE SEARS BOARD MEMBER 3.00
Director
$0 $0 $0
AL DELUCIA BOARD MEMBER 3.00
Director
$0 $0 $0
ANN PERSUN BOARD MEMBER 3.00
Director
$0 $0 $0
MARK PERSUN BOARD MEMBER 3.00
Director
$0 $0 $0
BILL BLANEY BOARD MEMBER 3.00
Director
$0 $0 $0
MARIE FALLON BOARD MEMBER 3.00
Director
$0 $0 $0
JOHN DALE HARTMAN BOARD MEMBER 3.00
Director
$0 $0 $0
ROBERT J WILSON BOARD MEMBER 3.00
Director
$0 $0 $0
DAN DOUGHERTY BOARD MEMBER 3.00
Director
$0 $0 $0
FELICIA MYCYK BOARD MEMBER 3.00
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
2025 No data No data No data No data
2024 $389,766 $269,184 $1,195,108 $120,582
2023 $299,852 $277,176 $1,024,383 $22,676
2022 $376,329 $401,302 $968,560 $-24,973
2021 $233,228 $256,713 $1,069,860 $-23,485
2020 $296,050 $224,637 $981,409 $71,413
2019 $290,201 $306,731 $899,122 $-16,530
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