ROTARY INTERNATIONAL DISTRICT 6040

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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

Legal Domicile

Principal Officer

SHELLY HULET

Phone

8162797450

Tax Period

2024-01-01 to 2024-12-31

ROTARY INTERNATIONAL DISTRICT 6040 is a small nonprofit that reported $264K in total revenue in fiscal year 2024. Revenue grew 9% year-over-year, indicating healthy expansion.

Mission

WE PROVIDE SERVICE TO OTHERS, PROMOTE INTEGRITY, AND ADVANCE WORLD UNDERSTANDING, GOODWILL, AND PEACE THROUGH OUR FELLOWSHIP OF BUSINESS, PROFESSIONAL, AND COMMUNITY LEADERS.

Program Service Accomplishments

Program 1

Expenses: $86,322 Revenue: $98,814

TRAINING, SEMINARS, AND CONFERENCES FOR LOCAL CLUBS, MEMBERS, AND OFFICERS; APPROXIMATELY 2,300 ROTARIANS SERVED.

Program 2

Expenses: $74,320 Revenue: $78,400

EXCHANGE & GRANT PROGRAMS TO PROMOTE INTERNATIONAL UNDERSTANDING AND PEACE.

Program 3

Expenses: $93,221 Revenue: $84,914

THE REMAINDER OF FUNDS FROM THE ROTARY DISTRICT FOUNDATION DINNER ARE DONATED TO THE ROTARY ROUNDATION TO PROMOTE THE MISSION OF ROTARY.

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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 $78,400

Program Service Revenue $98,815

Investment Income $1,902

Other Revenue $84,914

TOTAL REVENUE $264,031

Expense Breakdown

Grants Paid $167,541

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $253,863

Other Expenses $104,600

TOTAL EXPENSES $272,141

Year-over-Year Comparison

	2024	2023	Change
Revenue	$264,031	$241,298	+0.1%
Expenses	$272,141	$239,310	+0.1%
Net Income	$-8,110	$1,988	-5.1%

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
AMY CHINNERY-VALMASSEI	DIST GOV NOM	2.00	Officer	$0	$0	$0
BETH FRANKLIN	DIST GOV DES	2.00	Officer	$0	$0	$0
MARC HORNER	FOUNDATION C	2.00	Officer	$0	$0	$0
SHELLY HULET	DISTRICT TRE	2.00	Officer	$0	$0	$0
ERIK MCGUIRE	DISTRICT GOV	2.00	Officer	$0	$0	$0
RANDY STEINMAN	PAST DISTRIC	2.00	Officer	$0	$0	$0
JODI SUNDARAM	DIST GOV ELE	2.00	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	$264,031	$272,141	$103,331	$-8,110
2024	No data	No data	No data	No data
2023	$203,684	$240,619	$107,669	$-36,935
2022	$277,229	$299,622	$152,831	$-22,393
2021	$272,546	$245,708	$172,301	$26,838
2020	$532,896	$538,039	$167,936	$-5,143
2019	$219,657	$247,100	$145,788	$-27,443