ROTARY INTERNATIONAL DISTRICT 5340 (EIN 330304451) - 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

1941

Legal Domicile

Principal Officer

MIKE TAYLOR

Phone

6192768279

Tax Period

2024-07-01 to 2025-06-30

ROTARY INTERNATIONAL DISTRICT 5340, founded in 1941, is a small nonprofit that reported $559K in total revenue in fiscal year 2024. Expenses of $652K exceeded revenue, resulting in a 17% operating deficit.

Mission

TO HELP DISTRICT CLUBS ADVANCE THE MISSION & OBJECTIVES OF ROTARY; PROVIDING LEADERSHIP, TRAINING, HUMANITARIAN SERVICES, MOTIVATION, & SUPPORT; PROMOTES INTEGRITY & ADVANCE WORLD UNDERSTANDING, GOODWILL, PEACE THROUGH FELLOWSHIP OF BUSINESS, PROFESSIONALS, AND COMMINUTY 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 $296,982

Program Service Revenue $259,509

Investment Income $2,424

Other Revenue $0

TOTAL REVENUE $558,915

Expense Breakdown

Grants Paid $169,150

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $562,411

Other Expenses $482,961

TOTAL EXPENSES $652,111

Year-over-Year Comparison

	2024	2023	Change
Revenue	$558,915	$535,050	+0.0%
Expenses	$652,111	$617,685	+0.1%
Net Income	$-93,196	$-82,635	+0.1%

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

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	Hours/Week	Role	Reportable Comp	Other Comp	Total
DIANNE CRAWFORD	District Gov.	40.00	Officer	$0	$0	$0
MIKE TAYLOR	Treasurer	2.00	Officer	$0	$0	$0
LUIS CARRANZA	DISTRICT GOV.	40.00	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	$558,915	$652,111	$200,140	$-93,196
2024	$535,050	$617,685	$290,066	$-82,635
2023	$545,089	$558,554	$368,253	$-13,465
2022	$482,514	$443,951	$472,789	$38,563
2021	$332,545	$253,355	$464,868	$79,190
2020	$397,525	$383,098	$347,617	$14,427
2019	$580,721	$579,893	$287,202	$828

ROTARY INTERNATIONAL DISTRICT 5340