ROTARY INTERNATIONAL DISTRICT 5470

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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

1915

Legal Domicile

Phone

9707592229

Tax Period

2023-07-01 to 2024-06-30

ROTARY INTERNATIONAL DISTRICT 5470, founded in 1915, is a small nonprofit in the Community Improvement sector that reported $263K in total revenue in fiscal year 2023.

Mission

THE MISSION OF ROTARY INTERNATIONAL IS TO ENCOURAGE AND FOSTER THE IDEAL OF SERVICE AS A BASIS OF WORTH ENTERPRISE, DEVELOPMENT OF ACQUAINTANCE, HIGH ETHICAL STANDARDS, IDEALS OF SERVICE AND ADVANCEMENT OF INTERNATIONAL UNDERSTANDING. THIS MISSION IS ACCOMPLISHED THROUGH THE NUMEROUS ROTARY CLUBS AND DISTRICTS AROUND THE WORLD. ROTARY INTERNATIONAL DISTRICT 5470 IN SOUTHERN AND WESTERN COLORADO IS ONE OF THE ROTARY INTERNATIONAL DISTRICTS ESTABLISHED TO HELP ACCOMPLISH THE ROTARY MISSION.

Program Service Accomplishments

Program 1

Expenses: $145,734 Revenue: $116,969

DISTRICT ADMINISTERED ROTARY INTERATIONAL FOUNDATION GRANTS

Program 2

Expenses: $33,603

DISTRICT CONFERENCE,ASSEMBLY AND TRAINING

Program 3

Expenses: $27,829 Revenue: $24,975

PRESIDENT ELECT TRAINING (PETS) FOR ALL DISTRICT PRESIDENTS AND PRESIDENT ELCETS IN ROTARY INTERNATIONAL PURPOSE, CLUB MISSION, PROJECTS, SUPPORT, SERVICE AND ADMINISTRATION

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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 $214,079

Program Service Revenue $48,959

Investment Income $83

Other Revenue $0

TOTAL REVENUE $263,121

Expense Breakdown

Grants Paid $145,734

Salaries & Benefits $21,100

Fundraising Expenses $0

Program Expenses $207,166

Other Expenses $108,754

TOTAL EXPENSES $275,588

Year-over-Year Comparison

	2023	2022	Change
Revenue	$263,121	$268,793	0.0%
Expenses	$275,588	$288,223	0.0%
Net Income	$-12,467	$-19,430	-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

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	Role	Reportable Comp	Other Comp	Total
MAILE FOSTER	DIS GOV ELECT	Officer Director	$0	$0	$0
WHITTNEY SMYTH-SMITH	DIST GOVERNOR	Director	$0	$0	$0
RICK SMITH	FINANCE CHAIR	Officer Director	$0	$0	$0
DONNA HOOD	DIS GOV NOMINEE	Officer Director	$0	$0	$0
JANNA HAAS	Treasurer	Officer Director	$0	$0	$0
SAM KEVAN	FOUNDATION	Officer Director	$0	$0	$0
PETER BOOTH	ADMIN & MGT	Director	$0	$0	$0
ANN HARRIS	VICE GOVERNOR	Officer Director	$0	$0	$0
CARYN ADAMS	MEMBERSHIP CHAI	Director	$0	$0	$0
BECKY SMITH	YOUTH SERVICES	Officer Director	$0	$0	$0
REBEKAH KISER	INTL SERVICE CH	Director	$0	$0	$0
BARB BOWMAN	SERVICE CHAIR	Director	$0	$0	$0
MARI GARLAND	Secretary	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	$263,121	$275,588	$98,558	$-12,467
2023	$268,793	$288,223	$111,025	$-19,430
2022	$277,191	$338,926	$131,077	$-61,735
2021	$203,312	$161,000	$194,146	$42,312
2020	$227,253	$254,076	$149,878	$-26,823
2019	$224,259	$229,260	$196,209	$-5,001