Rotary International District #7850 (EIN 262926320) - 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

Geoff Conrad

Phone

8023889863

Tax Period

2024-07-01 to 2025-06-30

Rotary International District #7850, founded in 1958, is a small nonprofit that reported $172K in total revenue in fiscal year 2024. Revenue grew 12% year-over-year, indicating healthy expansion.

Mission

To promote International goodwill.

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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 $117,433

Program Service Revenue $54,395

Investment Income $14

Other Revenue $0

TOTAL REVENUE $171,842

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $164,784

Other Expenses $172,661

TOTAL EXPENSES $172,661

Year-over-Year Comparison

	2024	2023	Change
Revenue	$171,842	$153,195	+0.1%
Expenses	$172,661	$162,007	+0.1%
Net Income	$-819	$-8,812	-0.9%

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

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
Mike Carrier	District Governor	1.00	Officer	$0	$0	$0
Carline Earle	District Governor elect	1.00	Officer	$0	$0	$0
Susan Cherry	DG Elect Nominee	1.00	Officer	$0	$0	$0
Geoff Conrad	Treasurer	1.00	Officer	$0	$0	$0
Bruce Pacht	Secretary	1.00	Officer	$0	$0	$0
Louisa Tripp	Foundation chair	1.00	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	$171,842	$172,661	$98,026	$-819
2024	No data	No data	No data	No data
2023	$173,471	$230,250	$107,657	$-56,779
2022	$126,680	$90,606	$164,436	$36,074
2021	$141,221	$104,276	$128,362	$36,945
2020	$144,198	$136,025	$91,417	$8,173
2019	$164,067	$180,535	$86,231	$-16,468

Rotary International District #7850