ROTARY INTL DISTRICT 5960 INC (EIN 411429976) - 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

1982

Legal Domicile

Phone

6516369054

Tax Period

2024-07-01 to 2025-06-30

ROTARY INTL DISTRICT 5960 INC, founded in 1982, is a small nonprofit that reported $401K in total revenue in fiscal year 2024. Expenses of $460K exceeded revenue, resulting in a 15% operating deficit.

Mission

ROTARY INTERNATIONAL PROVIDES HUMANITARIAN SERVICE WORLDWIDE, ENCOURAGES HIGH ETHICAL STANDARDS AND HELPS BUILD INTERNATIONAL GOODWILL AND PEACE. ROTARY DISTRICT 5960 PROVIDES SUPPORT AND CONTINUITY TO ROTARY CLUBS, TO THE DISTRICT AND TO AID THEM IN MEETING THOSE OBJECTIVES.

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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 $300,066

Program Service Revenue $96,758

Investment Income $4,046

Other Revenue $0

TOTAL REVENUE $400,870

Expense Breakdown

Grants Paid $153,431

Salaries & Benefits $80,933

Fundraising Expenses $1,834

Program Expenses $363,755

Other Expenses $225,981

TOTAL EXPENSES $460,345

Year-over-Year Comparison

	2024	2023	Change
Revenue	$400,870	$398,689	+0.0%
Expenses	$460,345	$447,057	+0.0%
Net Income	$-59,475	$-48,368	+0.2%

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

Volunteers

3100

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
GLENN BOWERS	DISTRICT GOVERNOR ELECT	10.00	Officer Director	$0	$0	$0
SHAWN BERRY	TECH TEAM LEAD	5.00	Director	$0	$0	$0
ED BOEVE	DISTRICT GOVERNOR	30.00	Officer Director	$0	$0	$0
MICHAEL JON PEASE	DISTRICT GOVENOR NOMINEE	10.00	Officer Director	$0	$0	$0
ROB WARMKA	LARGE CLUB REPRESENTATIVE	5.00	Director	$0	$0	$0
NEWELL KROGMAN	STRATEGIC PLAN COORDINATOR	5.00	Officer Director	$0	$0	$0
RICH RAMSAY	DISTRICT TREASURER	2.00	Officer Director	$0	$0	$0
MCKINSEY GOODENBERGER	MEDIUM CLUB REPRESENTATIVE	5.00	Director	$0	$0	$0
PATRICIA MCCLEESE	PAST DISTRICT GOVERNOR	5.00	Director	$0	$0	$0
DAYLE QUIGLEY	PAST DISTRICT GOVERNOR	5.00	Director	$0	$0	$0
RACHEL MARZAHN	ROTARACTOR COORDINATOR	1.00	Director	$0	$0	$0
THOMAS YUZER	MAJOR GIFTS TEAM LEAD	1.00	Director	$0	$0	$0
DAVID CONNELLY	MEMBERSHIP TEAM LEAD	10.00	Director	$0	$0	$0
MICHAEL SPELLMAN	ASSISTANT GOVERNOR TEAM LEAD	10.00	Director	$0	$0	$0
KENNETH KLOOSTER	PAST DISTRICT GOVERNOR	10.00	Director	$0	$0	$0
MARGIE HORNING	FOUNDATION TEAM LEAD	4.00	Director	$0	$0	$0
KATHY HUGHITT	DIST OFFICE ADMINISTRATOR	40.00	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	$400,870	$460,345	$62,453	$-59,475
2024	$398,689	$447,057	$88,904	$-48,368
2023	$252,673	$276,686	$133,598	$-24,013
2022	$225,845	$226,517	$156,888	$-672
2021	$212,396	$212,234	$155,436	$162
2020	$233,634	$217,173	$167,530	$16,461
2019	$263,535	$279,277	$148,267	$-15,742
2018	$265,905	$275,602	$154,527	$-9,697

ROTARY INTL DISTRICT 5960 INC