4 risk indicators measuring financial stability and operational resilience
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Sign In — Free (10 views/day)ROTARY INTERNATIONAL DISTRICT 5020, founded in 2007, is a small nonprofit in the Community Improvement sector that reported $750K in total revenue in fiscal year 2024. Revenue decreased 17% compared to the prior year. Expenses of $837K exceeded revenue, resulting in a 12% operating deficit.
SUPPORT AND STRENGTHEN THE ROTARY CLUBS WITHIN THE DISTRICT BY PROVIDING OFFICER TRAINING, ENCOURAGING GOAL SETTING AND ACHIEVEMENT, AND ENHANCING ROTARY PUBLIC IMAGE; AND, INCREASE HUMANITARIAN SERVICE BOTH LOCALLY AND WORLDWIDE.
YOUTH PROGRAM SERVICES. THIS PROGRAM SERVICE IS REFLECTED PRIMARILY IN THE FINANCIAL ACTIVITY FUNDED BY THE DISTRICTS YOUTH EXCHANGE AND RYLA FUNDS, AND THE YOUTH SERVICE COMMITTEE BUDGET OF THE...
YOUTH PROGRAM SERVICES. THIS PROGRAM SERVICE IS REFLECTED PRIMARILY IN THE FINANCIAL ACTIVITY FUNDED BY THE DISTRICTS YOUTH EXCHANGE AND RYLA FUNDS, AND THE YOUTH SERVICE COMMITTEE BUDGET OF THE GENERAL FUND. MORE THAN 39 HIGH SCHOOL STUDENTS FROM THE DISTRICTS AREA WERE PROCESSED TO STUDY AND LIVE ABROAD WITH ROTARY FAMILIES, AND 43 HIGH SCHOOL STUDENTS FROM FOREIGN COUNTRIES WERE PROCESSED AND SELECTED TO BE HOSTED BY FAMILIES WITHIN THE DISTRICT.WE ALSO RUN A TWO-DAY INTENSIVE LEADERSHIP TRAINING PROGRAM FOR 30 STUDENTS TO LEARN MORE ABOUT ROTARY, MORE ABOUT LEADERSHIP, AND HOW TO WORK TOGETHER TO COMPLETE A PROJECT. WE SEND THESE STUDENTS HOME WITH NEW LEADERSHIP SKILLS AND GOOD UNDERSTANDING OF THE ROTARY MISSION AND CULTURE.
DISTRICT OFFICER AND CLUB TRAINING. THIS PROGRAM IS REFLECTED PRIMARILY IN THE FINANCIAL ACTIVITY FUNDED BY THE DISTRICTS GENERAL AND CONFERENCE FUND. THE DISTRICT GOVERNOR AND OTHER DISTRICT...
DISTRICT OFFICER AND CLUB TRAINING. THIS PROGRAM IS REFLECTED PRIMARILY IN THE FINANCIAL ACTIVITY FUNDED BY THE DISTRICTS GENERAL AND CONFERENCE FUND. THE DISTRICT GOVERNOR AND OTHER DISTRICT OFFICERS AND TRAINERS VISITED ALL 90 CLUBS OF THE DISTRICT TO ASSIST IN LEADERSHIP TRAINING AND TO ENCOURAGE GOAL SETTING AND ACHIEVEMENT. THE DISTRICT GOVERNORS ALSO OVERSAW THE ANNUAL DISTRICT-WIDE CONFERENCE AND TRAINING EVENT MADE AVAILABLE TO ALL APPROXIMATE 4,000 ROTARY MEMBERS WITHIN THE DISTRICT. OUR ASSISTANT GOVERNORS MEET WITH EACH OF THEIR ASSIGNED ROTARY CLUBS ON A QUARTERLY BASIS TO PROVIDE LEADERSHIP AND HELP THE CLUBS TO ACHIEVE THEIR ROTARY AND COMMUNITY SERVICE GOALS.
INCREASING HUMANITARIAN SERVICES BOTH LOCALLY AND WORLDWIDE. THIS PROGRAM SERVICE IS REFLECTED PRIMARILY IN THE FINANCIAL ACTIVITY FUNDED BY THE DISTRICTS DESIGNATED DISTRICT FUND (DDF). 53 GRANTS...
INCREASING HUMANITARIAN SERVICES BOTH LOCALLY AND WORLDWIDE. THIS PROGRAM SERVICE IS REFLECTED PRIMARILY IN THE FINANCIAL ACTIVITY FUNDED BY THE DISTRICTS DESIGNATED DISTRICT FUND (DDF). 53 GRANTS AND SCHOLARSHIPS WERE AWARDED BY THE DISTRICT TO ORGANIZATIONS AND INDIVIDUALS THAT DEMONSTRATED INCREASING HUMANITARIAN ACTIVITIES AND SERVICES SELECTED BY THE DISTRICT.THESE GRANTS INCLUDE LEARNING LEADERSHIP AS WELL AS PROVIDE COMMUNITY IMPROVEMENTS.
Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency
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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)
Sign In — Free (10 views/day)| 2024 | 2023 | Change | |
|---|---|---|---|
| Revenue | $749,604 | $908,458 | -0.2% |
| Expenses | $836,993 | $915,287 | -0.1% |
| Net Income | $-87,389 | $-6,829 | +11.8% |
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
Sign In| Name | Title | Hours/Week | Role | Reportable Comp | Other Comp | Total |
|---|---|---|---|---|---|---|
| CALEB SUMMERFELT | PAST DISTRICT GOVERNOR | 5.00 |
Director
|
$0 | $0 | $0 |
| LINDA KAYE BRIGGS | DISTRICT GOVERNOR NOMINEE | 10.00 |
Director
|
$0 | $0 | $0 |
| WILLARD MCGREGOR | DISTRICT GOVERNOR | 20.00 |
Officer
Director
|
$0 | $0 | $0 |
| ANTHONY CAMORODA | DISTRICT GOVERNOR-ELECT | 20.00 |
Officer
Director
|
$0 | $0 | $0 |
| JUDITH MARRIOTT | DISTRICT SECRETARY | 5.00 |
Officer
|
$0 | $0 | $0 |
| KEN PARSONS | DISTRICT FINANCE CHAIR | 10.00 |
Officer
|
$0 | $0 | $0 |
| Year | Revenue | Expenses | Assets | Net Income |
|---|---|---|---|---|
| 2025 | $749,604 | $836,993 | $350,060 | $-87,389 |
| 2024 | $908,458 | $915,287 | $437,449 | $-6,829 |
| 2023 | $666,673 | $714,294 | $444,278 | $-47,621 |
| 2022 | $614,677 | $658,325 | $519,091 | $-43,648 |
| 2021 | $548,434 | $383,991 | $539,349 | $164,443 |