ROTARY INTERNATIONAL DISTRICT 6630 (EIN 341385441) - 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

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.

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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

$8,400

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RICH WARFIELD	Treasurer	8.00	Officer Director	$2,500	$0	$2,500
KAREN MELTON	PAST TREASURER	8.00	Officer Director	$2,500	$0	$2,500
KATHY BERKSHIRE	Secretary	8.00	Officer Director	$1,700	$0	$1,700
MICHAEL DAVANZO	VICE SECRETARY	8.00	Officer Director	$1,700	$0	$1,700
BOB OBORN	GOV. NOMINEE	8.00	Officer Director	$0	$0	$0
JULIE BRANDLE	GOVERNOR	15.00	Officer Director	$0	$0	$0
LARRY LOHMAN	FOUNDATION CHR	8.00	Officer Director	$0	$0	$0
DALE SMITH	GOVERNOR ELECT	8.00	Officer Director	$0	$0	$0
JOHN REYES	VICE GOVERNOR	8.00	Officer 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	$227,161	$196,763	$216,709	$30,398
2023	$228,619	$217,759	$203,530	$10,860
2022	$229,721	$189,864	$193,261	$39,857
2020	$185,349	$146,473	$82,795	$38,876
2019	$294,811	$275,844	$77,964	$18,967

ROTARY INTERNATIONAL DISTRICT 6630