ROTARY DISTRICT 6820 FOUNDATION

EIN: 431971329 501(c)(3) Human Services

LOUISVILLE, MS

Total Revenue
$50,776
Total Expenses
$37,623
Total Assets
$305,983
Net Assets
$265,714
🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Sign In — Free (10 views/day)

Financial Trends

Organization Details

Formation Year
2012
Principal Officer
BILL WALKER
Phone
6019182704
Tax Period
2024-07-01 to 2025-06-30

ROTARY DISTRICT 6820 FOUNDATION, founded in 2012, is a micro nonprofit in the Human Services sector that reported $51K in total revenue in fiscal year 2024. The organization ran a surplus of $13K, a strong 26% operating margin.

Mission

SUPPORT LOCAL ROTARY CLUBS AND NATURAL DISASTERS FUND RAISING IN OUR DISTRICT

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Sign In — Free (10 views/day)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $30,778
Program Service Revenue $0
Investment Income $19,998
Other Revenue $0
TOTAL REVENUE $50,776

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $35,005
Other Expenses $37,623
TOTAL EXPENSES $37,623

Year-over-Year Comparison

2024 2023 Change
Revenue $50,776 $50,965 0.0%
Expenses $37,623 $23,334 +0.6%
Net Income $13,153 $27,631 -0.5%
Key Indicators
✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required
🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Sign In

Governance

Voting Members
8
Independent Members
8
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
3
$0
Total Directors
2
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
ROBERT M FIELDS TREASURER N/A
Officer Director
$0 $0 $0
BILL WALKER PRESIDENT N/A
Officer Director
$0 $0 $0
JOHN FAIR INCORPORATOR N/A
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 $50,776 $37,623 $305,983 $13,153
2024 $50,965 $23,334 $296,308 $27,631
2023 $69,675 $77,288 $506,161 $-7,613
Explore More Nonprofits
→Top 100 Nonprofits in Mississippi →Largest U.S. Nonprofits →Best Rated Nonprofits →Most Efficient Nonprofits

Compare ROTARY DISTRICT 6820 FOUNDATION with other nonprofits in Mississippi and across the country.

We Value Your Privacy
We use cookies and similar technologies to analyze site traffic and improve your experience. By clicking "Accept All", you consent to our use of cookies for analytics and measurement.