ROTARY DISTRICT 5630 (EIN 363281188) - 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

1942

Legal Domicile

Principal Officer

LORENA BECKIUS

Phone

3088826745

Tax Period

2024-07-01 to 2025-06-30

ROTARY DISTRICT 5630, founded in 1942, is a small nonprofit that reported $191K in total revenue in fiscal year 2024. Revenue surged 31% from the prior year, signaling strong growth momentum.

Mission

THE DISTRICT IS A GROUP OF 33 ROTARY CLUBS WITHIN NEBRASKA LINKED FOR ADMINISTRATIVE PURPOSES. THE ACTIVITIES AND ORGANIZATION OF THE DISTRICT EXISTS SOLELY TO SUPPORT ROTARY CLUBS WITHIN THE DISTRTICT AND ENHANCE THEIR EFFORTS IN FURTHERING THE OBJECTIVE OF ROTARY INTERNATIONAL.

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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 $80,376

Program Service Revenue $101,854

Investment Income $4

Other Revenue $9,079

TOTAL REVENUE $191,313

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $196,722

Other Expenses $196,722

TOTAL EXPENSES $196,722

Year-over-Year Comparison

	2024	2023	Change
Revenue	$191,313	$145,527	+0.3%
Expenses	$196,722	$145,287	+0.4%
Net Income	$-5,409	$240	-23.5%

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

N/A

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
LORENA BECKIUS	DIRECTOR PAS	N/A	Director	$0	$0	$0
CHERYL BRYAN	SECRETARY	N/A	Officer Director	$0	$0	$0
SARAH CATHCART	DIRECTOR DG	N/A	Director	$0	$0	$0
GLENN KNUTH	DIRECTOR PAS	N/A	Officer Director	$0	$0	$0
ROBERT MAYBER	DIRECTOR PAS	N/A	Director	$0	$0	$0
DEB MCCASLIN	DIRECTOR PAS	N/A	Officer Director	$0	$0	$0
NORMAN MCCASLIN	TREASURER	N/A	Officer Director	$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	$191,313	$196,722	$82,652	$-5,409
2024	$145,527	$145,287	$84,314	$240
2023	$119,912	$135,014	$80,502	$-15,102
2022	$126,095	$164,503	$119,139	$-38,408
2021	$114,816	$90,080	$157,547	$24,736
2020	$165,568	$221,646	$126,913	$-56,078
2019	$226,998	$201,243	$185,157	$25,755
2018	$226,035	$207,725	$159,402	$18,310

ROTARY DISTRICT 5630