ROTARY DISTRICT 6150 (EIN 710606175) - 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

1999

Legal Domicile

Principal Officer

ANNE FULLER

Phone

5012244840

Tax Period

2024-07-01 to 2025-06-30

Rotary District 6150, founded in 1999, is a small nonprofit that reported $250K in total revenue in fiscal year 2017. Expenses of $226K left a modest 10% surplus.

Mission

THE PURPOSE OF THE DISTRICT IS TO ADMINISTER THE POLICIES OF ROTARY INTERNATIONAL THE ORGANIZATION EXISTS TO HELP INDIVIDUAL ROTARY CLUBS ADVANCE THE OBJECTIVE OF ROTARY IN ACCORDANCE WITH THE ROTARY INTERNATIONAL BYLAWS & THE MANUAL OF PROCEDURE

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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 (2024)

Revenue Breakdown

Contributions & Grants $59,127

Program Service Revenue $93,826

Investment Income $5,748

Other Revenue $3,854

TOTAL REVENUE $162,555

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $96,262

Other Expenses $142,072

TOTAL EXPENSES $142,072

Year-over-Year Comparison

	2024	2023	Change
Revenue	$162,555	$203,954	-0.2%
Expenses	$142,072	$211,072	-0.3%
Net Income	$20,483	$-7,118	-3.9%

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
BRIAN REGA	GOVERNOR	10.00	Officer	$0	$0	$0
ANNE FULLER	TREASURER	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	$162,555	$142,072	$249,648	$20,483
2024	$203,954	$211,072	$229,443	$-7,118
2023	$226,513	$258,479	$236,343	$-31,966
2023	$248,212	$262,362	$236,343	$-14,150
2022	$184,364	$180,711	$268,696	$3,653
2021	$163,329	$96,320	$266,596	$67,009
2020	$219,115	$198,662	$205,070	$20,453
2019	$249,237	$236,377	$182,761	$12,860
2018	$250,448	$226,037	$164,463	$24,411

ROTARY DISTRICT 6150