Rotary District 7870 Foundation (EIN 260197796) - 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

Principal Officer

Jeff Mobus

Phone

8022454021

Tax Period

2023-07-01 to 2024-06-30

Rotary District 7870 Foundation is a micro nonprofit in the Education sector that reported $62K in total revenue in fiscal year 2023. Revenue decreased 8% compared to the prior year. The organization ran a surplus of $23K, a strong 38% operating margin.

Mission

To Provide for the improvement of Education and health in impoverished countries and also to preserve an important historical facility.

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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 $34,055

Program Service Revenue $0

Investment Income $24,552

Other Revenue $3,250

TOTAL REVENUE $61,857

Expense Breakdown

Grants Paid $28,864

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $38,390

Other Expenses $9,691

TOTAL EXPENSES $38,555

Year-over-Year Comparison

	2023	2022	Change
Revenue	$61,857	$66,891	-0.1%
Expenses	$38,555	$82,618	-0.5%
Net Income	$23,302	$-15,727	-2.5%

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
Christopher Parkinson PDG	Trustee	1.00	Director	$0	$0	$0
Jeff Mobus	Treasurer	2.00	Director	$0	$0	$0
Jonathan Springer	President	0.00	Director	$0	$0	$0
Kim Lampert	Trustee	0.00	Director	$0	$0	$0
John Siemienowicz	Trustee	0.00	Director	$0	$0	$0
David Saturley	Trustee	0.00	Director	$0	$0	$0
Nancy Russell	Secretary	1.00	Director	$0	$0	$0
John Randell Barclay	Trustee	2.00	Director	$0	$0	$0
Bill Stevens	Trustee	0.00	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	$61,857	$38,555	$534,398	$23,302
2023	$66,891	$82,618	$505,600	$-15,727
2022	$243,828	$189,957	$521,328	$53,871

Rotary District 7870 Foundation