ROTARY DISTRICT 6820 FOUNDATION

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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

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

Program Service Accomplishments

Program 1

Expenses: $35,005

PROVIDING SAFE HOUSING FOR VICTIMS OF TORNADO IN ROLLING FORK, MS. SUPPORT SMALL RURAL ROTARY CLUBS IN THEIR EFFORTS. PROVIDING CLEAN WATER IN JACKSON, MS DURING WATER CRISIS

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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 $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

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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

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

Total Directors

Key Employees

Highest Compensated

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