ROTARY INTERNATIONAL DISTRICT 6960 INC (EIN 592346262) - 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

1957

Legal Domicile

Principal Officer

KELSEY SOLA

Phone

2392754223

Tax Period

2024-07-01 to 2025-06-30

ROTARY INTERNATIONAL DISTRICT 6960 INC, founded in 1957, is a small nonprofit that reported $503K in total revenue in fiscal year 2024. Revenue grew 9% year-over-year, indicating healthy expansion. The organization ran a surplus of $106K, a strong 21% operating margin.

Mission

PROMOTE SOCIAL WELFARE.

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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 $447,045

Program Service Revenue $53,927

Investment Income $2,078

Other Revenue $0

TOTAL REVENUE $503,050

Expense Breakdown

Grants Paid $163,422

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $385,037

Other Expenses $234,112

TOTAL EXPENSES $397,534

Year-over-Year Comparison

	2024	2023	Change
Revenue	$503,050	$459,471	+0.1%
Expenses	$397,534	$410,220	0.0%
Net Income	$105,516	$49,251	+1.1%

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
KELSEY SOLA	DISTRICT GOVERNOR	30.00	Officer Director	$0	$0	$0
GERARD SOLA	DISTRICT GOVERNOR-ELECT	10.00	Officer Director	$0	$0	$0
DENNIS WALLACE	DISTRICT GOVERNOR-NOMINEE	5.00	Officer Director	$0	$0	$0
SHERRY PENFIELD	SECRETARY	1.00	Officer Director	$0	$0	$0
RICHARD HALL	TREASURER	20.00	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	$503,050	$397,534	$286,453	$105,516
2024	$459,471	$410,220	$180,937	$49,251
2023	$474,723	$521,700	$131,686	$-46,977
2022	$441,875	$464,909	$179,163	$-23,034
2021	$407,954	$412,468	$201,697	$-4,514
2020	$447,705	$380,590	$206,211	$67,115
2019	$591,660	$608,314	$139,096	$-16,654

ROTARY INTERNATIONAL DISTRICT 6960 INC