ROTARY DISTRICT 6940 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

1989

Legal Domicile

Principal Officer

JOHN MEDINA

Phone

8502247144

Tax Period

2024-07-01 to 2025-06-30

ROTARY DISTRICT 6940 FOUNDATION INC, founded in 1989, is a small nonprofit that reported $208K in total revenue in fiscal year 2024. Revenue surged 36% from the prior year, signaling strong growth momentum. Expenses of $275K exceeded revenue, resulting in a 32% operating deficit.

Mission

TO FURTHER THE PURPOSE OF ROTARY INTERNATIONAL.

Program Service Accomplishments

Program 1

Expenses: $263,443 Revenue: $158,390

PROVIDED FUNDING FOR VARIOUS LOCAL AND FOREIGN HUMANITARIAN PROJECTS.

Program 2

Expenses: $10,750 Revenue: $49,107

PROVIDE DISASTER RELIEF AND SUPPORT FOR AREAS AFFECTED BY HURRICANES OR OTHER DISASTERS.

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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 $207,497

Program Service Revenue $0

Investment Income $783

Other Revenue $0

TOTAL REVENUE $208,280

Expense Breakdown

Grants Paid $274,193

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $274,193

Other Expenses $991

TOTAL EXPENSES $275,184

Year-over-Year Comparison

	2024	2023	Change
Revenue	$208,280	$153,592	+0.4%
Expenses	$275,184	$116,383	+1.4%
Net Income	$-66,904	$37,209	-2.8%

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

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
JOHN MEDINA	PRESIDENT	2.00	Officer Director	$0	$0	$0
ROGER CHAMPION	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
LISA WEEKS	SECRETARY	1.00	Officer Director	$0	$0	$0
RYAN TUCKER	TREASURER	2.00	Officer Director	$0	$0	$0
LARRY KUBIAK	DIRECTOR	1.00	Director	$0	$0	$0
DAN SULGER	DIRECTOR	1.00	Director	$0	$0	$0
MIKE TATUM	DIRECTOR	1.00	Director	$0	$0	$0
CHRISTINE ISHAM	DIRECTOR	2.00	Director	$0	$0	$0
ANDRE BOYD	DIRECTOR	1.00	Director	$0	$0	$0
JAN POOLEY	DIRECTOR	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
2025	$208,280	$275,184	$316,997	$-66,904
2024	No data	No data	No data	No data
2023	$490,855	$327,388	$357,306	$163,467
2019	$305,873	$254,631	$241,835	$51,242