ROTARY DISTRICT 6000 HUMANITARIAN AND EDUCATIONAL FOUNDATION INC (EIN 421347779) - 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

1990

Legal Domicile

Principal Officer

WILLIAM BURRESS

Phone

3193513897

Tax Period

2024-07-01 to 2025-06-30

ROTARY DISTRICT 6000 HUMANITARIAN AND EDUCATIONAL FOUNDATION INC, founded in 1990, is a small nonprofit in the Community Improvement sector that reported $282K in total revenue in fiscal year 2024. Revenue decreased 13% compared to the prior year. Net assets of $620K represent 26 months of operating reserves.

Mission

THE FOUNDATION IS AN ORGANIZATION ESTABLISHED WITHIN ROTARY DISTRICT 6000 FOR THE RECEIPT OF CHARITABLE CONTRIBUTIONS FOR HUMANITARIAN AND EDUCATIONAL PROJECTS CARRIED OUT BY DISTRICT ROTARIANS AND ROTARY CLUBS WITHIN AND OUTSIDE THE UNITED STATES.

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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 $256,850

Program Service Revenue $0

Investment Income $25,390

Other Revenue $0

TOTAL REVENUE $282,240

Expense Breakdown

Grants Paid $164,279

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $274,289

Other Expenses $110,832

TOTAL EXPENSES $275,111

Year-over-Year Comparison

	2024	2023	Change
Revenue	$282,240	$324,886	-0.1%
Expenses	$275,111	$368,570	-0.3%
Net Income	$7,129	$-43,684	-1.2%

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
WILLIAM BURRESS	PRESIDENT	2.00	Officer Director	$0	$0	$0
JOHN OCKENFELS	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
CHRIS KNAPP	SECRETARY	1.00	Officer Director	$0	$0	$0
PHIL PETERSON	TREASURER	1.00	Officer Director	$0	$0	$0
MARK RUGGEBERG	ASSISTANT TREASURER	1.00	Director	$0	$0	$0
ROBERT MAIN	DIRECTOR	1.00	Director	$0	$0	$0
BROCK EARNHARDT	DIRECTOR	1.00	Director	$0	$0	$0
DENNIS DRAGER	DIRECTOR	1.00	Director	$0	$0	$0
GRETCHEN NOLLMAN	DIRECTOR	1.00	Director	$0	$0	$0
THAIS WINKLEBLACK	DIRECTOR	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
2025	$282,240	$275,111	$620,361	$7,129
2024	$324,886	$368,570	$613,232	$-43,684
2023	$205,105	$182,402	$656,916	$22,703
2022	$242,986	$219,748	$634,214	$23,238
2021	$275,906	$250,954	$610,976	$24,952
2020	$331,520	$327,342	$586,022	$4,178
2019	$270,321	$198,913	$581,844	$71,408

ROTARY DISTRICT 6000 HUMANITARIAN AND EDUCATIONAL FOUNDATION INC