Rotary International District 7620 (EIN 521037873) - 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

1915

Legal Domicile

Principal Officer

Sonia Liu

Tax Period

2023-07-01 to 2024-06-30

Rotary International District 7620, founded in 1915, is a small nonprofit that reported $440K in total revenue in fiscal year 2023. Revenue fell 71% from the prior year — a significant decline worth monitoring.

Mission

Support the approximately 66 local Rotary and Rotaract clubs etc.

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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 $277,292

Program Service Revenue $160,378

Investment Income $2,159

Other Revenue $0

TOTAL REVENUE $439,829

Expense Breakdown

Grants Paid $128,390

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $355,321

Other Expenses $317,501

TOTAL EXPENSES $445,891

Year-over-Year Comparison

	2023	2022	Change
Revenue	$439,829	$1,499,623	-0.7%
Expenses	$445,891	$1,492,404	-0.7%
Net Income	$-6,062	$7,219	-1.8%

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

1941

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
Kevin Freese	District Treasurer Former	10.00	Officer Director	$0	$0	$0
Mandy Warfield Granger	District Governor Nominee	5.00	Officer Director	$0	$0	$0
Sonia Liu	District Treasurer	10.00	Officer Director	$0	$0	$0
Delores Edwards Harding	District Governor	5.00	Officer Director	$0	$0	$0
Naumaan Hamid	District Governor Elect	5.00	Officer Director	$0	$0	$0
Geetha Jayaram	District Rotary Fdn Chair	10.00	Officer 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	No data	No data	No data	No data
2024	$439,829	$445,891	$187,028	$-6,062
2023	$1,499,623	$1,492,404	$169,080	$7,219
2022	$322,169	$300,971	$155,773	$21,198
2021	$267,580	$370,676	$145,603	$-103,096
2020	$338,026	$323,176	$232,859	$14,850
2019	$350,158	$361,188	$224,042	$-11,030
2018	$458,797	$400,335	$299,088	$58,462

Rotary International District 7620