ROTARY INTERNATIONAL DISTRICT 5320 INC

EIN: 352341807 Community Improvement

ORANGE, CA

Total Revenue
$275,418
Total Expenses
$234,443
Total Assets
$272,666
Net Assets
$236,707
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2007
Legal Domicile
CA
Phone
7149211881
Tax Period
2024-07-01 to 2025-06-30

ROTARY INTERNATIONAL DISTRICT 5320 INC, founded in 2007, is a small nonprofit in the Community Improvement sector that reported $275K in total revenue in fiscal year 2024. Revenue fell 46% from the prior year — a significant decline worth monitoring. Expenses of $234K left a modest 15% surplus.

Mission

DISTRICT 5320 IS AN ORGANIZATION THAT PROVIDES COMMUNICATION BETWEEN ROTARY INTERNATIONAL AND AMONG THE CLUBS OF THE DISTRICT TO HELP THEM ACHIEVE COMMON GOALS. THE DISTRICT ASSISTS CLUBS TO ACHIEVE THEIR GOALS IN THEIR OWN COMMUNITIES AS WELL AS TO UNITE THE CLUBS IN ACHIEVING SUCCESS IN THEIR "AVENUES OF SERVICE."

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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 $303,126
Program Service Revenue $500
Investment Income $976
Other Revenue $-29,184
TOTAL REVENUE $275,418

Expense Breakdown

Grants Paid $134,570
Salaries & Benefits $26,620
Fundraising Expenses $0
Program Expenses $171,002
Other Expenses $73,253
TOTAL EXPENSES $234,443

Year-over-Year Comparison

2024 2023 Change
Revenue $275,418 $512,936 -0.5%
Expenses $234,443 $519,101 -0.5%
Net Income $40,975 $-6,165 -7.6%
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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Governance

Voting Members
12
Independent Members
12
Employees
1
Volunteers
25

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
4
$0
Total Directors
8
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
ROY JEFFERSON PAST PRESIDENT 5.00
Director
$0 $0 $0
MONICA PETERS DG NOMINEE 3.00
Director
$0 $0 $0
HEIDI LARKIN-REED CHIEF OF STAFF 2.00
Director
$0 $0 $0
KEVIN PADILLA FOUND CHAIR 2.00
Director
$0 $0 $0
STACEY GIANNOULIS FINANCE 2.00
Director
$0 $0 $0
PAULA FOX YOUTH SERVICES 2.00
Director
$0 $0 $0
SCOTT RUDISIL YOUTH PROTECT 2.00
Director
$0 $0 $0
CHARLIE GALLAGHER VOCATIONAL 2.00
Director
$0 $0 $0
CHRIS SKORINA DISTRICT GOV 6.00
Officer
$0 $0 $0
CRAIG LIVINGSTON PRESIDENT ELECT 4.00
Officer
$0 $0 $0
CATHERINE OLSON Secretary 4.00
Officer
$0 $0 $0
JULIE DAVIS Treasurer 4.00
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 $275,418 $234,443 $272,666 $40,975
2024 $512,936 $519,101 $219,899 $-6,165
2023 $537,071 $545,150 $267,276 $-8,079
2022 $358,439 $346,982 $210,478 $11,457
2021 $250,406 $225,856 $222,795 $24,550
2020 $494,959 $459,818 $201,396 $35,141
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