Rotary District 6930 Charitable Foundation Inc (EIN 263347403) - 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

2008

Legal Domicile

Principal Officer

Ira M Herschbein

Phone

5612874312

Tax Period

2018-07-01 to 2019-06-30

Rotary District 6930 Charitable Foundation Inc, founded in 2008, is a micro nonprofit in the Human Services sector that reported $75K in total revenue in fiscal year 2018. Revenue surged 56% from the prior year, signaling strong growth momentum. Expenses of $69K left a modest 7% surplus.

Mission

The mission of our Foundation is to enable Rotarins to advance world understanding, goodwill, and peace through the improvement of hralth, the support of education, & the alleviation of poverty

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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 (2018)

Revenue Breakdown

Contributions & Grants $74,555

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $74,555

Expense Breakdown

Grants Paid $69,311

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $69,311

Other Expenses $158

TOTAL EXPENSES $69,469

Year-over-Year Comparison

	2018	2017	Change
Revenue	$74,555	$47,672	+0.6%
Expenses	$69,469	$47,421	+0.5%
Net Income	$5,086	$251	+19.3%

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

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
Phil Lustig	President	1.00	Officer Director	$0	$0	$0
Julia Babbitt	Vice President	1.00	Officer Director	$0	$0	$0
Terri Westcott	Treasurer	1.00		$0	$0	$0
Donna Gaiser	Director	1.00	Director	$0	$0	$0
Els van Engelelenburg	Director	1.00	Director	$0	$0	$0
Eric Gordon	Director	1.00		$0	$0	$0
Juan Ortega	Director	1.00	Director	$0	$0	$0
Ira Herschbein	Treasuer	1.00	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
2019	$74,555	$69,469	$9,329	$5,086

Rotary District 6930 Charitable Foundation Inc