Rotary International District 6950

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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

1989

Legal Domicile

Principal Officer

Julie Cotton

Phone

8137137224

Tax Period

2024-07-01 to 2025-06-30

Rotary International District 6950, founded in 1989, is a small nonprofit that reported $429K in total revenue in fiscal year 2024. Revenue surged 114% from the prior year, signaling strong growth momentum. Expenses of $401K left a modest 6% surplus.

Mission

To promote goodwill and friendship in our community, state and worldwide.

Program Service Accomplishments

Program 1

Expenses: $76,115 Revenue: $0

To provide a meaningful educational and training programs to the 47 clubs and nearly 2000 Rotarians in the district by developing leaders who are eligible of serving at the club.

Program 2

Expenses: $307,308 Revenue: $0

Provide leadership and supervision to the individual clubs in the district by providing encouragement and motivation to participate in service activities and recognize oustanding service.

Program 3

Expenses: $0 Revenue: $0

Promote ongoing Rotary charitable programs primarily for youth and worldwide programs.

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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 $152,258

Program Service Revenue $271,522

Investment Income $5,021

Other Revenue $0

TOTAL REVENUE $428,801

Expense Breakdown

Grants Paid $0

Salaries & Benefits $26,093

Fundraising Expenses $919

Program Expenses $383,423

Other Expenses $375,062

TOTAL EXPENSES $401,155

Year-over-Year Comparison

	2024	2023	Change
Revenue	$428,801	$200,404	+1.1%
Expenses	$401,155	$202,216	+1.0%
Net Income	$27,646	$-1,812	-16.3%

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

1800

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

$17,950

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Derek Pontlitz	District Governor	20.00	Director	$0	$0	$0
Becky Bennett	D. Governor - Elect	8.00	Officer	$0	$0	$0
Evie Parks	District Administrator	20.00	Officer	$14,450	$0	$14,450
Julie Cotton	Treasurer	2.00	Officer	$3,500	$0	$3,500
Charlie Rogers	TRF Chair	1.00	Officer	$0	$0	$0
Jim Engelmann	Membership chair	1.00	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	$428,801	$401,155	$181,040	$27,646
2024	$200,404	$202,216	$152,503	$-1,812