ROTARY INTERNATIONAL DISTRICT 6940

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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

1981

Legal Domicile

Principal Officer

MICHAEL TATEM

Phone

8502247144

Tax Period

2024-07-01 to 2025-06-30

ROTARY INTERNATIONAL DISTRICT 6940, founded in 1981, is a small nonprofit that reported $274K in total revenue in fiscal year 2024. Revenue surged 39% from the prior year, signaling strong growth momentum. Expenses of $241K left a modest 12% surplus.

Mission

TO UNITE BUSINESS AND PROFESSIONAL LEADERS WORLDWIDE BY PROVIDING HUMANITARIAN SERVICE, ENCOURAGING HIGH ETHICAL STANDARDS IN ALL VOCATIONS, AND BUILDING GOODWILL AND PEACE IN THE WORLD.

Program Service Accomplishments

Program 1

Expenses: $190,766 Revenue: $147,096

DISTRICT CONFERENCE AND ROTARY INTERNATIONAL CONVENTION AND REGULAR DISTRICT ZONE MEETINGS. THESE MEETINGS AND CONVENTIONS UNITE BUSINESS AND PROFESSIONAL LEADERS WORLDWIDE BY PROVIDING HUMANITARIAN SERVICE, ENCOURAGING HIGH ETHICAL STANDARDS IN ALL VOCATIONS, AND BUILDING GOODWILL AND PEACE IN THE WORLD.

Program 2

Expenses: $26,531 Revenue: $86,535

PROVIDES SUPPORT FOR 50 ROTARY CLUBS WITH APPROXIMATELY 2,000 MEMBERS IN THE DISTRICT OF NORTHWEST FLORIDA. PROVIDES REPRESENTATION FOR THE DISTRICT AND ZONE AND INTERNATIONAL LEVELS.

Program 3

Expenses: $23,887 Revenue: $35,511

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 $35,511

Program Service Revenue $233,631

Investment Income $4,888

Other Revenue $0

TOTAL REVENUE $274,030

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $241,184

Other Expenses $241,184

TOTAL EXPENSES $241,184

Year-over-Year Comparison

	2024	2023	Change
Revenue	$274,030	$197,531	+0.4%
Expenses	$241,184	$279,938	-0.1%
Net Income	$32,846	$-82,407	-1.4%

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
MICHEAL TATEM	DISTRICT GOVERNOR	15.00	Officer Director	$0	$0	$0
ANDRE BOYD	DG ELECT	3.00	Officer Director	$0	$0	$0
BILL LINDSLEY	TREASURER	3.00	Officer Director	$0	$0	$0
CLAYTON HICKS	DG NOMINEE	3.00	Officer Director	$0	$0	$0
JAN POOLEY	FOUNDATION CHAIR	3.00	Officer Director	$0	$0	$0
LINDA NELSON	SECRETARY	3.00	Officer Director	$0	$0	$0
ROGER CHAMPION	FINANCE CHAIR	3.00	Director	$0	$0	$0
KERRY ANNE SCHULTZ	IMMEDIATE PAST DG	3.00	Director	$0	$0	$0
LEE PINCHOUCK	MEMBERSHIP CHAIR	3.00	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	$274,030	$241,184	$239,226	$32,846