ROTARY DISTRICT 7255 FOUNDATION INC

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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

2010

Principal Officer

MARY ELLEN ELLWOOD

Phone

6318067516

Tax Period

2023-07-01 to 2024-06-30

ROTARY DISTRICT 7255 FOUNDATION INC, founded in 2010, is a small nonprofit in the Community Improvement sector that reported $179K in total revenue in fiscal year 2023. Revenue decreased 11% compared to the prior year. Expenses of $173K left a modest 3% surplus.

Mission

NETWORK OF INDIVIDUALS WHO SEE A WORLD WHERE PEOPLE UNITE AND TAKE ACTION TO CREATE LASTING CHANGE.

Program Service Accomplishments

Program 1

Expenses: $166,646 Revenue: $164,389

PROVIDE SERVICE TO OTHERS, PROMOTE INTEGRITY, AND ADVANCE WORLD UNDERSTANDING, GOODWILL AND PEACE THROUGH OUR FELLOWSHIP OF BUSINESS, PROFESSIONAL AND COMMUNITY LEADERS.

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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 $14,435

Program Service Revenue $164,389

Investment Income $1

Other Revenue $0

TOTAL REVENUE $178,825

Expense Breakdown

Grants Paid $24,821

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $166,646

Other Expenses $148,598

TOTAL EXPENSES $173,419

Year-over-Year Comparison

	2023	2022	Change
Revenue	$178,825	$199,907	-0.1%
Expenses	$173,419	$210,324	-0.2%
Net Income	$5,406	$-10,417	-1.5%

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
MARY ELLEN ELLWOOD	DISTRICT TRE	N/A	Officer Director	$0	$0	$0
FLORA PAREKH	FINANCE CHAI	N/A	Officer	$0	$0	$0
THOMAS CROWLEY	DISTRICT GOV	N/A	Officer	$0	$0	$0
BEVERLY JAMES	DISTRICT GOV	N/A	Officer	$0	$0	$0
LYDIA WELLS	DISTRICT GOV	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	No data	No data	No data	No data
2024	$178,825	$173,419	$132,158	$5,406
2023	$199,907	$210,324	$112,273	$-10,417
2022	$203,515	$182,682	$123,170	$20,833