ROTARY INTERNATIONAL DISTRICT 5340

EIN: 330304451

SANTEE, CA

Total Revenue
$558,915
Total Expenses
$652,111
Total Assets
$200,140
Net Assets
$192,422
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1941
Legal Domicile
CA
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.

Program Service Accomplishments

Program 1
Expenses: $197,633 Revenue: $199,593

YOUTH SERVICE: ASSISTS CLUBS IN THE DEVELOPMENT AND MANAGEMENT OF ROTARY PROGRAMS FOR LEADERS UNDER AGE 30. THE FOLLOWING PROGRAMS EXIST TO ASSIST CLUBS IN EACH SPECIFIC AREA OF YOUTH SERVICE; A)...

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YOUTH SERVICE: ASSISTS CLUBS IN THE DEVELOPMENT AND MANAGEMENT OF ROTARY PROGRAMS FOR LEADERS UNDER AGE 30. THE FOLLOWING PROGRAMS EXIST TO ASSIST CLUBS IN EACH SPECIFIC AREA OF YOUTH SERVICE; A) INTERACT- A CLUB THAT PROVIDES OPPORTUNITIES FOR HIGH SCHOOL STUDENTS TO WORK TOGETHER IN A WORLD FELLOWSHIP DEDICATED TO SERVICE AND INTERNATIONAL UNDERSTANDING; B) ROTARACT- INVOLVES COMMINUTY BASED AND UNIVERSITY BASED CLUBS FOR PEAPLE AGES 18-30 TO EXCHANGE IDEAS WITH LEADERS IN THE COMMUNITY, DEVELOP LEADERSHIP AND PROFESSIONAL SKILLS, AND HAVE FUN THROUGH SERVICE; C) RYLA- A CAMP THAT REWARDS HIGH SCHOOL JUNIORS WHO HAVE EXHIBITED LEADERSHIP AND SERVICE WITH AN OPPORTUNITY TO FURTHER DEVELOP QUALITIES OF LEADERSHIP AND GOOD CITIZENSHIP; D) L.E.A.D- A CAMP EXPERIENCE DESIGNED TO HELP 8TH GRADE STUDENTS IMPROVE LEADERSHIP SKILLS, INCORPORATE ETHICAL BEHAVIOUR IN THEIR EVERYDAY LIVES, AND DEVELOP A POSITIVE ATTITUTE; E) MODEL UN- OFFERS HIGH SCHOOL STUDENTS AN OPPORTUNITY TO EXPERIENCE HOW REAL WORLD ISSUES ARE ADDRESSED AT THE INTERNATIONAL LEVEL.

Program 2
Expenses: $195,628

CLUB SERVICE- ASSISTS CLUBS IN THE DISTRICT IN CREATING, PROMOTING, AND IMPLEMENTING CLUB SERVICE ACTIVITIES BY PROVIDING DISTRICT CONFERENCE, FELLOWSHIP AND TRAINING EVENTS.

Program 3
Expenses: $169,150 Revenue: $165,719

COMMUNITY SERVICE- ASSISTS CLUBS IN DEVELOPING COMMUNITY PROJECTS FUNDED WITH DISTRICT GRANTS

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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 $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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Liquidity & Cash Position

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Governance

Voting Members
3
Independent Members
1
Employees
N/A
Volunteers
75

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
3
$0
Total Directors
0
$0
Key Employees
0
$0
Highest Compensated
0
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
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