ROTARY INTERNATIONAL DISTRICT 7630

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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

1923

Legal Domicile

Principal Officer

JOHN E MAGER

Phone

3027983300

Tax Period

2023-07-01 to 2024-06-30

ROTARY INTERNATIONAL DISTRICT 7630, founded in 1923, is a small nonprofit that reported $264K in total revenue in fiscal year 2023. Revenue surged 106% from the prior year, signaling strong growth momentum. Expenses of $256K left a modest 3% surplus.

Mission

PROVIDE LEADERSHIP AND FINANCIAL SUPPORT TO THE ROTARY CLUBS AND THEIR MEMBERS IN DISTRICT 7630.

Program Service Accomplishments

Program 1

Expenses: $229,254 Revenue: $79,980

PROVIDE LEADERSHIP AND FINANCIAL SUPPORT TO THE ROTARY CLUBS AND THEIR MEMBERS IN DISTRICT 7630.

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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 $180,974

Program Service Revenue $79,980

Investment Income $2,718

Other Revenue $208

TOTAL REVENUE $263,880

Expense Breakdown

Grants Paid $106,770

Salaries & Benefits $0

Fundraising Expenses $4,355

Program Expenses $229,254

Other Expenses $149,074

TOTAL EXPENSES $255,844

Year-over-Year Comparison

	2023	2022	Change
Revenue	$263,880	$128,300	+1.1%
Expenses	$255,844	$141,913	+0.8%
Net Income	$8,036	$-13,613	-1.6%

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

100

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
JOHN E MAGER	DISTRICT GOVERNOR	30.00	Officer Director	$0	$0	$0
RANDOLPH SMITH	DISTRICT GOVERNOR ELECT	15.00	Officer Director	$0	$0	$0
DALE KERNS	DISTRICT GOVERNOR NOMINEE	10.00	Officer Director	$0	$0	$0
R CLIFFORD BERG	IMMED. PAST DISTRICT GOVERNOR	5.00	Officer Director	$0	$0	$0
DAVID MILLER	DISTRICT TREASURER	5.00	Officer Director	$0	$0	$0
KAI LASSEN	DISTRICT SECRETARY	1.00	Officer Director	$0	$0	$0
ROBIN BROOMALL	LT. GOVERNOR	1.00	Officer Director	$0	$0	$0
KEN MONTVILLE	DIST. GOV. NOMINEE DESIGNATE	1.00	Officer Director	$0	$0	$0
SHAWN KLAPINSKY	DIST. TREASURER DESIGNATE	1.00	Officer Director	$0	$0	$0
ALLISON DAVID	ASSISTANT GOVERNOR	1.00	Director	$0	$0	$0
GREG WARREN	ASSISTANT GOVERNOR	1.00	Director	$0	$0	$0
STEVE GROSSMAN	ASSISTANT GOVERNOR	1.00	Director	$0	$0	$0
BRAD LUNDBERG	ASSISTANT GOVERNOR	1.00	Director	$0	$0	$0
MIKE FRIEDBERG	ASSISTANT GOVERNOR	1.00	Director	$0	$0	$0
MARIE CALAFIURA	ASSISTANT GOVERNOR	1.00	Director	$0	$0	$0
ALEX VAUGHAN	ASSISTANT GOVERNOR	1.00	Director	$0	$0	$0
HUGH DAWKINS	LEARNING LEADER	1.00	Director	$0	$0	$0
JAMES RONEY	PARLIMENTARIAN	1.00	Director	$0	$0	$0
BRIAN VANVESTRAUT	YOUTH PROTECTION OFFICER	1.00	Director	$0	$0	$0
WILLIAM FERGUSON SR	DIST. FOUNDATION CHAIR	1.00	Director	$0	$0	$0
JOHN NANNI	POLIO PLUS COMMITTEE CHAIR	1.00	Director	$0	$0	$0
MARGARET MUDRON	DIST. GRANTS COMMITTEE CHAIR	1.00	Director	$0	$0	$0
SUSAN GIOVE	GLOBAL GRANTS COMMITTEE CO-CHAIR	1.00	Director	$0	$0	$0
JUDITH PRICE	GLOBAL GRANTS COMMITTEE CO-CHAIR	1.00	Director	$0	$0	$0
TRACY REYNOLDS	ANNUAL FUND COMMITTEE CO-CHAIR	2.00	Director	$0	$0	$0
JEFFREY KITCHEN	ANNUAL FUND COMMITTEE CO-CHAIR	2.00	Director	$0	$0	$0
GARY KING	MEMBERSHIP COMMITTEE CHAIR	2.00	Director	$0	$0	$0
PAT CAMPBELL WHITE	INNOVATIVE CLUB COMMITTEE CHAIR	1.00	Director	$0	$0	$0
KEVIN LES CALLETTE	PUBLIC IMAGE COMMITTEE CHAIR	2.00	Director	$0	$0	$0
VAUGHN HAYDEN	YOUTH SERVICES COMMITTEE CHAIR	1.00	Director	$0	$0	$0
LARENCE KIRBY	DEI COMMITTEE CHAIR	2.00	Director	$0	$0	$0
MARK WHITFIELD	YOUTH EXCHANGE COMMITTEE CHAIR	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
2024	$263,880	$255,844	$88,854	$8,036