Rotary District 6460 (EIN 370893726) - 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

1913

Legal Domicile

Phone

3093681001

Tax Period

2024-07-01 to 2025-06-30

Rotary District 6460, founded in 1913, is a small nonprofit that reported $196K in total revenue in fiscal year 2024. Expenses of $173K left a modest 12% surplus.

Mission

To promote community service, world peace and understanding.

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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 $134,900

Program Service Revenue $59,515

Investment Income $1,890

Other Revenue $0

TOTAL REVENUE $196,305

Expense Breakdown

Grants Paid $46,496

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $161,476

Other Expenses $126,368

TOTAL EXPENSES $172,864

Year-over-Year Comparison

	2024	2023	Change
Revenue	$196,305	$199,395	0.0%
Expenses	$172,864	$260,161	-0.3%
Net Income	$23,441	$-60,766	-1.4%

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

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
Dan O'Brien	District Governor (DG)	20.00	Officer Director	$0	$0	$0
William Ernest Knake	District Governor Elect	1.00	Director	$0	$0	$0
Neal Miller	Past District Governor	1.00	Director	$0	$0	$0
Douglas Huff	Past District Governor	1.00	Director	$0	$0	$0
Maura Donnelly	Past District Governor	1.00	Director	$0	$0	$0
Ron Riggins	Past District Governor	1.00	Director	$0	$0	$0
Ryan Beyers	Past District Governor	1.00	Director	$0	$0	$0
Suzanne Ellerbrock	Past District Governor	1.00	Director	$0	$0	$0
William Durall	Past District Governor	1.00	Director	$0	$0	$0
Laura Dugas	District Secretary	5.00	Officer	$0	$0	$0
Michael Robson	District Treasurer	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	$196,305	$172,864	$205,379	$23,441
2024	$199,395	$260,161	$184,039	$-60,766
2023	$254,482	$260,770	$239,829	$-6,288
2022	$146,144	$142,697	$321,335	$3,447
2021	$129,994	$89,991	$245,670	$40,003
2020	$245,111	$241,563	$215,220	$3,548
2019	$201,498	$292,943	$246,741	$-91,445
2018	$226,076	$189,926	$316,228	$36,150

Rotary District 6460