Rotary District 6860 (EIN 630759180) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1949

Legal Domicile

Phone

2564460951

Tax Period

2023-07-01 to 2024-06-30

ROTARY DISTRICT 6860, founded in 1949, is a small nonprofit that reported $307K in total revenue in fiscal year 2018. Expenses of $286K left a modest 7% surplus.

Mission

An International service organization to provide support and assistance to local rotary clubs within a specific grographical ares.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $203,084

Program Service Revenue $109,068

Investment Income $9,468

Other Revenue $0

TOTAL REVENUE $321,620

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $206,222

Other Expenses $316,262

TOTAL EXPENSES $316,262

Year-over-Year Comparison

	2023	2022	Change
Revenue	$321,620	$244,560	+0.3%
Expenses	$316,262	$251,027	+0.3%
Net Income	$5,358	$-6,467	-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

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	Role	Reportable Comp	Other Comp	Total
Evans Mary Grace	District Governor	Officer Director	$0	$0	$0
Lewis Harold W	Finance Chair	Director	$0	$0	$0
Allgood David	District Governor Elect	Officer Director	$0	$0	$0
Cain Brett Butler	District Governor Nominee	Director	$0	$0	$0
Kirk Todd H	District Secretary	Officer Director	$0	$0	$0
Rosenberger Garry	District Treasurer	Officer Director	$0	$0	$0
Taylor Wendy	Training Coordinator Area 1	Director	$0	$0	$0
Weinman Lee	COG Chair, Vice Chair	Director	$0	$0	$0
Hogg Sharon	AG Coordinator Area 12	Director	$0	$0	$0
Blasingame Jim	Assistant Governor	Director	$0	$0	$0
Zahn Wendy J	Assistant Governor	Director	$0	$0	$0
Schuppert Kenneth M Jr	District Parliamentarian	Director	$0	$0	$0
Golden Paul C	Assistant Governor	Director	$0	$0	$0
Wade Mike Douglas	Assistant Governor, District Services Project Chair	Director	$0	$0	$0
Garcia Elizabeth M	DG Nominee Designate, RLI District Coordinator	Director	$0	$0	$0
Kennedy Austin	Assistant Governor	Director	$0	$0	$0
Rogers J Mitchell	Assistant Governor	Director	$0	$0	$0
Selman Scott	Assistant Governor	Director	$0	$0	$0
Stauffer Sharon T	Assistant Governor	Director	$0	$0	$0
Van Loan Robert	Assistant Governor	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	$321,620	$316,262	$349,898	$5,358
2023	$244,560	$251,027	$346,790	$-6,467
2022	$250,868	$256,290	$331,574	$-5,422
2020	$238,342	$212,424	$269,034	$25,918
2019	$307,106	$285,712	$227,983	$21,394

Rotary District 6860