ROTARY DISTRICT 5110 YOUTH EXCHANGE (EIN 205779817) - Form 990 Financial Analysis & Trantor Score

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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

2006

Legal Domicile

Principal Officer

MICHELE KELLISON

Phone

5412870045

Tax Period

2022-07-01 to 2023-06-30

ROTARY DISTRICT 5110 YOUTH EXCHANGE, founded in 2006, is a small nonprofit in the Youth Development sector that reported $160K in total revenue in fiscal year 2022. Revenue surged 38% from the prior year, signaling strong growth momentum. The organization ran a surplus of $38K, a strong 23% operating margin.

Mission

PROMOTE INTERNATIONAL GOODWILL AND UNDERSTANDING THROUGH THE ROTARY YOUTH EXCHANGE PROGRAM.

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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 (2022)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $159,703

Investment Income $4

Other Revenue $0

TOTAL REVENUE $159,707

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $122,197

Other Expenses $122,197

TOTAL EXPENSES $122,197

Year-over-Year Comparison

	2022	2021	Change
Revenue	$159,707	$115,771	+0.4%
Expenses	$122,197	$59,880	+1.0%
Net Income	$37,510	$55,891	-0.3%

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
GERRY KOSANOVIC	PAST DISTRICT GOVENOR	1.00	Officer Director	$0	$0	$0
JIM CALVERT	SECRETARY	10.00	Officer Director	$0	$0	$0
MICHELE KELLISON	TREASURER	10.00	Officer Director	$0	$0	$0
AIMEE WALSH	DISTRICT GOVERNOR/PRESIDENT	1.00	Director	$0	$0	$0
JIM POLK	DISTRICT GOVERNOR NOMINEE	1.00	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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$159,707	$122,197	$101,170	$37,510
2022	$115,771	$59,880	$57,385	$55,891
2021	$11,147	$88,888	$15,702	$-77,741
2020	$121,465	$122,498	$57,235	$-1,033
2019	$261,064	$220,074	$58,268	$40,990

ROTARY DISTRICT 5110 YOUTH EXCHANGE