ROTARY INTERNATIONAL DISTRICT 5050

EIN: 260588178

BELLINGHAM, WA

Total Revenue
$207,227
Total Expenses
$254,576
Total Assets
$317,424
Net Assets
$291,859
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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
1987
Legal Domicile
WA
Phone
3607561010
Tax Period
2024-07-01 to 2025-06-30

ROTARY INTERNATIONAL DISTRICT 5050, founded in 1987, is a small nonprofit that reported $207K in total revenue in fiscal year 2024. Revenue decreased 10% compared to the prior year. Expenses of $255K exceeded revenue, resulting in a 23% operating deficit.

Mission

THE PURPOSE OF THE ORGANIZATION IS TO PROMOTE, SUPPORT, AND ENHANCE THE ROTARY CLUBS WITHIN DISTRICT 5050 AND SERVE AS A LIASON BETWEEN MEMBER CLUBS AND ROTARY INTERNATIONAL.

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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 $124,767
Program Service Revenue $82,447
Investment Income $13
Other Revenue $0
TOTAL REVENUE $207,227

Expense Breakdown

Grants Paid $82,447
Salaries & Benefits $13,594
Fundraising Expenses $0
Program Expenses $231,755
Other Expenses $158,535
TOTAL EXPENSES $254,576

Year-over-Year Comparison

2024 2023 Change
Revenue $207,227 $229,423 -0.1%
Expenses $254,576 $228,532 +0.1%
Net Income $-47,349 $891 -54.1%
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

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Governance

Voting Members
16
Independent Members
9
Employees
N/A
Volunteers
57

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
6
$8,400
Total Directors
16
$8,400
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Sheryl Carman Treasurer 0.00
Officer Director
$8,400 $0 $8,400
Dave Duskin District Govern 0.00
Officer Director
$0 $0 $0
Isabelle Hayer DG Elect 0.00
Officer Director
$0 $0 $0
Kathleen Olson DG Nominee 0.00
Director
$0 $0 $0
Shawn ODonnell DG Nominee Desi 0.00
Director
$0 $0 $0
David Lukov IPDG 0.00
Officer Director
$0 $0 $0
Larry Jubie Vice Governor 0.00
Director
$0 $0 $0
Connie Milliken SrCTy t Gover 0.00
Director
$0 $0 $0
Christi King Secretary 0.00
Officer Director
$0 $0 $0
Michael Roux IST GOV AIDE 0.00
Director
$0 $0 $0
Bill Robson DEI Director 0.00
Director
$0 $0 $0
Beverly Harrington Finance Directo 0.00
Officer Director
$0 $0 $0
Sean Hogan Leadership Dev. 0.00
Director
$0 $0 $0
Felicity Dye Youth Svcs. Dir 0.00
Director
$0 $0 $0
Dean Rohrs Dist Found. Dir 0.00
Director
$0 $0 $0
Nav Sangha Rotaract Dir 0.00
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 $207,227 $254,576 $317,424 $-47,349
2024 $229,423 $228,532 $317,542 $891
2023 $274,310 $277,479 $339,529 $-3,169
2022 $285,001 $248,672 $295,539 $36,329
2021 $271,458 $230,187 $307,561 $41,271
2020 $414,430 $364,960 $263,747 $49,470
2019 $425,818 $402,147 $226,561 $23,671
2018 $418,935 $382,481 $185,600 $36,454
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