ROTARY INTERNATIONAL DISTRICT 5830 (EIN 364020680) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1990

Legal Domicile

Principal Officer

MIKE GROOM

Phone

9038805667

Tax Period

2023-07-01 to 2024-06-30

ROTARY INTERNATIONAL DISTRICT 5830, founded in 1990, is a small nonprofit that reported $216K in total revenue in fiscal year 2023. Revenue decreased 7% compared to the prior year.

Mission

ROTARY DISTRICT 5830 PROVIDES TRAINING AND OTHER SUPPORT SERVICES TO ITS 1,349 PLUS MEMBER ROTARIANS AND VOLUNTEER OFFICERS AND COMMUNITY AND INTERNATIONAL SERVICE THROUGH ITS VARIOUS YOUTH AND HUMANITARIAN RELIEF PROJECTS.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $214,353

Investment Income $61

Other Revenue $1,940

TOTAL REVENUE $216,354

Expense Breakdown

Grants Paid $60,077

Salaries & Benefits $0

Fundraising Expenses $1,554

Program Expenses $184,717

Other Expenses $150,961

TOTAL EXPENSES $211,038

Year-over-Year Comparison

	2023	2022	Change
Revenue	$216,354	$233,657	-0.1%
Expenses	$211,038	$245,977	-0.1%
Net Income	$5,316	$-12,320	-1.4%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

1349

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
KAREN MAINES	GOVERNOR	20	Officer Director	$0	$0	$0
JEFF JOHNSTON	GOVERNOR ELECT	5	Officer	$0	$0	$0
DAMON DONNELL	GOVERNOR NOMINEE	1	Officer	$0	$0	$0
SIL GOMEZ-COLEMAN	GOVERNOR DESIGNATE	1	Officer	$0	$0	$0
SHIRLEY PINNIX-EVANS	SECRETARY	20	Officer	$0	$0	$0
GARY TAYLOR	TREASURER	1	Officer	$0	$0	$0
41 CLUB PRESIDENTS OF DISTRICT 5830	VOTING DELEGATES	5	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	No data	No data	No data	No data
2024	$216,354	$211,038	$79,400	$5,316
2023	$233,657	$245,977	$70,270	$-12,320
2022	$174,511	$198,365	$108,261	$-23,854
2021	$251,794	$183,674	$124,391	$68,120
2020	$174,278	$154,550	$54,260	$19,728

ROTARY INTERNATIONAL DISTRICT 5830