ROTARY INTERNATIONAL DISTRICT 5020 (EIN 352361984) - 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

Phone

2505800085

Tax Period

2024-07-01 to 2025-06-30

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.

Mission

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.

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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 $408,957

Program Service Revenue $335,736

Investment Income $4,728

Other Revenue $183

TOTAL REVENUE $749,604

Expense Breakdown

Grants Paid $235,257

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $820,270

Other Expenses $601,736

TOTAL EXPENSES $836,993

Year-over-Year Comparison

	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%

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

100

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
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

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	$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

ROTARY INTERNATIONAL DISTRICT 5020