ROTARY INTERNATIONAL DISTRICT 6630

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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

2009

Legal Domicile

Principal Officer

RICH WARFIELD

Phone

4404768486

Tax Period

2023-07-01 to 2024-06-30

ROTARY INTERNATIONAL DISTRICT 6630, founded in 2009, is a small nonprofit that reported $227K in total revenue in fiscal year 2023. Expenses of $197K left a modest 13% surplus.

Mission

ROTARY IS A WORLDWIDE SERVICE ORGANIZATION. THE DISTRICT PROVIDES SUPPORT, TRAINING, AND ASSISTANCE TO THE MEMBER CLUBS TO AID THEM IN THEIR PROJECTS LOCALLY AND INTERNATIONALLY.

Program Service Accomplishments

Program 1

Expenses: $50,094

VARIOUS COMMITTEES OF DISTRICT 6630 MEET ON A REGULAR BASIS TO SET POLICY AND PROCEDURES FOR THE DISTRICT AND THE 52 CLUBS IN THE DISTRICT. EXPENSES INCLUDE MATERIALS, COPY EXPENSES, PRINTING...

VARIOUS COMMITTEES OF DISTRICT 6630 MEET ON A REGULAR BASIS TO SET POLICY AND PROCEDURES FOR THE DISTRICT AND THE 52 CLUBS IN THE DISTRICT. EXPENSES INCLUDE MATERIALS, COPY EXPENSES, PRINTING EXPENSES, BEVERAGES (COFFEE, WATER AND SOFT DRINKS) AT MEETINGS AND THE COST OF RENTING FACILITIES TO CONDUCT THE MEETINGS.

Program 2

Expenses: $38,477

GRANTS TO THE ROTARY CLUBS IN THE DISTRICT

Program 3

Expenses: $32,056

THE DISTRICT REIMBURSES THE DISTRICT GOVERNOR, DISTRICT GOVERNOR ELECT, GOVERNOR DESIGNEE AND ASSISTANT GOVERNORS FOR EXPENSES SUCH AS MILEAGE, MEAL EXPENSES AND LODGING AND TRAVEL TO ATTEND OFFICAL ROTARY FUNCTIONS. THE DISTRICT GOVERNOR VISITS EACH OF THE CLUBS AT LEAST ONCE DURING HIS/HER TERM AS GOVERNOR.

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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 $94,601

Program Service Revenue $130,362

Investment Income $1,028

Other Revenue $1,170

TOTAL REVENUE $227,161

Expense Breakdown

Grants Paid $38,477

Salaries & Benefits $10,400

Fundraising Expenses $0

Program Expenses $175,412

Other Expenses $147,886

TOTAL EXPENSES $196,763

Year-over-Year Comparison

	2023	2022	Change
Revenue	$227,161	$228,619	0.0%
Expenses	$196,763	$217,759	-0.1%
Net Income	$30,398	$10,860	+1.8%

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

200

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

$8,400

Total Directors