Rotary International District 5500

EIN: 237116192

Tucson, AZ

Total Revenue
$305,109
Total Expenses
$305,900
Total Assets
$222,900
Net Assets
$222,900
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2007
Legal Domicile
AZ
Principal Officer
Sue Archibald
Phone
5209904648
Tax Period
2024-07-01 to 2025-06-30

Rotary International District 5500, founded in 2007, is a small nonprofit that reported $305K in total revenue in fiscal year 2024.

Mission

The mission of the Rotary International is to provide service to others, promote intgrity, and advance world understanding, goodwill and peace through its fellowship of business,professional and community leaders

Program Service Accomplishments

Program 1
Expenses: $121,866 Revenue: $71,776

Rotary 5500 sponsors events that bring together Rotarians, community members, and stakeholderss mission of service,fellowship and professional development. One such event is our Rotary Disrtrict...

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Rotary 5500 sponsors events that bring together Rotarians, community members, and stakeholderss mission of service,fellowship and professional development. One such event is our Rotary Disrtrict Conference, a multi-day gathering that combines informative sessions, inspiraional speakers, and collaborative workshops. These conferences serve as aplatform for sharing successful projects, celebrating achievments and fostering comaraderie among Rotarians within the District. Additionally, the event features keynote speakers, brakout sessions on relevant topics, and interactive activities, creating an environment where participants can exchange ideas, build networks and gain insights to enhance their service iniatiatives. These District-Wide events play a crucial role reaching our goals.

Program 2
Expenses: $81,500 Revenue: $68,508

Using funds awarded by the Rotary Foundation, District 5500 Clubs apply for grants to fulfill projects to support Rotary Internationals areas of focus including peace and conflict...

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Using funds awarded by the Rotary Foundation, District 5500 Clubs apply for grants to fulfill projects to support Rotary Internationals areas of focus including peace and conflict prevention/resolution, disease prevention and treatment, water and sanitation, material and child health, basic education and literacy and sconomic and community development.

Program 3
Expenses: $75,891 Revenue: $78,794

Rotary youth service activities encompass a dynamic range of programs and intiatives designed to engage and empower young individuals, fostering leadership skills, community involvement and...

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Rotary youth service activities encompass a dynamic range of programs and intiatives designed to engage and empower young individuals, fostering leadership skills, community involvement and international understanding. These activities are organized by Rotary International and its affliated clubs, aiming to provide youth with opportunities for personal and professional growth while making positive contributions to society. Key components includenrotary Youth Exchange, a program facilitating cultural exchange; Rotaract, a global youth service organization; interact, a platform for young leaders within local communities; and various leadership and service projects. These activities not only promote social responsibility but also cultivate a sense of global citizenship among participants, contributing to

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $64,884
Program Service Revenue $237,586
Investment Income $2,639
Other Revenue $0
TOTAL REVENUE $305,109

Expense Breakdown

Grants Paid $0
Salaries & Benefits $20,264
Fundraising Expenses $0
Program Expenses $305,900
Other Expenses $285,636
TOTAL EXPENSES $305,900

Year-over-Year Comparison

2024 2023 Change
Revenue $305,109 $286,817 +0.1%
Expenses $305,900 $299,144 +0.0%
Net Income $-791 $-12,327 -0.9%
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

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Governance

Voting Members
12
Independent Members
12
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
5
$0
Total Directors
8
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Emma Carrillo District Governor Nominee 0.00
Director
$0 $0 $0
Don Jorgensen Immediate Past Dist Governor 5.00
Director
$0 $0 $0
Kristi Halvorson District Foundation Chair 5.00
Director
$0 $0 $0
Ann Huber Member at Large 5.00
Director
$0 $0 $0
Joe Puett Member at Large 5.00
Director
$0 $0 $0
Diane Goodyear Ventura District Finance Chair 5.00
Director
$0 $0 $0
Lynn Devou Member at Large 5.00
Director
$0 $0 $0
Bruce Monroe Dist Gov nominee 0.00
Director
$0 $0 $0
Bruce Monro District Governor Elect 5.00
Officer
$0 $0 $0
Ellie Paterson Vice District Governor 5.00
Officer
$0 $0 $0
Nancy Fusco District Secretary 5.00
Officer
$0 $0 $0
Sue Archibald District Governor 5.00
Officer
$0 $0 $0
Mickie Nye District Treasurer 5.00
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 $305,109 $305,900 $222,900 $-791
2024 $286,817 $299,144 $223,691 $-12,327
2023 $288,114 $264,123 $236,018 $23,991
2022 $256,741 $205,033 $212,027 $51,708
2021 $179,858 $147,219 $160,319 $32,639
2020 $255,538 $254,877 $127,680 $661
2019 $309,843 $291,737 $127,019 $18,106
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