ROTARY INTERNATIONAL DISTRICT 7475

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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

2018

Legal Domicile

Principal Officer

JULIA PHELPS

Phone

9732263111

Tax Period

2023-07-01 to 2024-06-30

ROTARY INTERNATIONAL DISTRICT 7475, founded in 2018, is a small nonprofit that reported $297K in total revenue in fiscal year 2023. Revenue surged 29% from the prior year, signaling strong growth momentum. The organization ran a surplus of $89K, a strong 30% operating margin.

Mission

TO PROVIDE SOCIAL WELFARE AND TO COORDINATE VARIOUS ACTIVITIES OF ROTARY CLUBS IN THE DISTRCT

Program Service Accomplishments

Program 1

Expenses: $55,230

ROTARY INTERNATIONAL GRANTS GIVEN TO CULBS IN THE DISTRICT FOR SOCIAL WELFARE

Program 2

Expenses: $28,030

DISTRICT WIDE OFFICER TRAINING

Program 3

Expenses: $40,875

DISTRICT CONFERENCE

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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 (2023)

Revenue Breakdown

Contributions & Grants $146,245

Program Service Revenue $148,539

Investment Income $2,177

Other Revenue $0

TOTAL REVENUE $296,961

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $202,319

Other Expenses $208,203

TOTAL EXPENSES $208,203

Year-over-Year Comparison

	2023	2022	Change
Revenue	$296,961	$230,838	+0.3%
Expenses	$208,203	$167,466	+0.2%
Net Income	$88,758	$63,372	+0.4%

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
JUDI FRANK	TREASURER	5.00	Officer	$0	$0	$0
BOB LAW	GOVERNOR NOM	40.00	Officer	$0	$0	$0
JOSEPH NASTUS	DISTRICT GOV	20.00	Officer	$0	$0	$0
JULIA PHELPS	DISTRICT GOV	5.00	Officer	$0	$0	$0
JEANNIE TSUKAMOTO	DISTRICT GOV	50.00	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
2024	$296,961	$208,203	$352,400	$88,758
2023	$230,838	$167,466	$307,029	$63,372
2022	$174,945	$142,110	$209,657	$32,835
2021	$207,977	$208,158	$217,851	$-181
2020	$374,190	$359,664	$154,590	$14,526
2019	$398,782	$265,400	$136,064	$133,382