ROTARY INT'L DISTRICT 5440 INC (EIN 262598250) - 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

2007

Legal Domicile

Principal Officer

KAREN MORGAN

Phone

9702191368

Tax Period

2024-07-01 to 2025-06-30

ROTARY INT'L DISTRICT 5440 INC, founded in 2007, is a small nonprofit that reported $244K in total revenue in fiscal year 2024. Expenses of $321K exceeded revenue, resulting in a 32% operating deficit.

Mission

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

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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 $0

Program Service Revenue $228,877

Investment Income $15,092

Other Revenue $0

TOTAL REVENUE $243,969

Expense Breakdown

Grants Paid $0

Salaries & Benefits $36,857

Fundraising Expenses $0

Program Expenses $258,287

Other Expenses $284,366

TOTAL EXPENSES $321,223

Year-over-Year Comparison

	2024	2023	Change
Revenue	$243,969	$243,440	+0.0%
Expenses	$321,223	$248,026	+0.3%
Net Income	$-77,254	$-4,586	+15.8%

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

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
SHURIE SCHEEL	COUNCIL OF PDG	10.00	Officer Director	$0	$0	$0
LEE VARRA-NELSON	IMMEDIATE PDG	10.00	Officer Director	$0	$0	$0
STEVE SEHNERT	COUNCIL OF PDG	10.00	Officer Director	$0	$0	$0
JULIE HOHNSON HAFFNER	DIST GOV	10.00	Officer Director	$0	$0	$0
BARGARA REDDER	COUNCIL OF PDG	10.00	Officer Director	$0	$0	$0
TERESA MUELLER	DIST TREASURER	10.00	Director	$0	$0	$0
KAREN MORGAN	DIST GOV ELEC	10.00	Officer Director	$0	$0	$0
CHRIS WOODREFF	COUNCIL OF PDG	10.00	Officer Director	$0	$0	$0
ALBON SHAW	DIST GOV NOMINEE	10.00	Officer Director	$0	$0	$0
AMY MOON	DIST GOV NOMINEE ELEC	10.00	Officer 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	$243,969	$321,223	$159,093	$-77,254
2024	$243,440	$248,026	$229,472	$-4,586
2023	$235,056	$245,168	$197,064	$-10,112
2022	$244,717	$252,827	$215,666	$-8,110
2021	$105,309	$102,576	$322,556	$2,733
2020	$257,467	$230,282	$245,537	$27,185
2019	$210,214	$185,568	$195,611	$24,646

ROTARY INT'L DISTRICT 5440 INC