ROTARY INTERNATIONAL DISTRICT 5650 INC

EIN: 470658808

BOYSTOWN, NE

Total Revenue
$191,707
Total Expenses
$176,645
Total Assets
$247,139
Net Assets
$247,139
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1958
Legal Domicile
NE
Principal Officer
KATHRYN SCHUBERT
Phone
4029818476
Tax Period
2023-07-01 to 2024-06-30

ROTARY INTERNATIONAL DISTRICT 5650 INC, founded in 1958, is a small nonprofit that reported $192K in total revenue in fiscal year 2023. Revenue fell 23% from the prior year — a significant decline worth monitoring. Expenses of $177K left a modest 8% surplus.

Mission

THE OBJECTIVE OF ROTARY IS TO ENCOURAGE AND FOSTER THE IDEAL OF SERVICE AS A BASIS OF WORTHY ENTERPRISE AND, IN PARTICULAR, TO ENCOURAGE AND FOSTER: FIRST - THE DEVELOPMENT OF ACQUAINTANCE AS AN OPPORTUNITY FOR SERVICE; SECOND - HIGH ETHICAL STANDARDS IN BUSINESS AND PROFESSIONS; THE RECOGNITION OF THE WORTHINESS OF ALL USEFUL OCCUPATIONS; AND THE DIGNIFYING OF EACH ROTARIAN'S OCCUPATION AS AN OPPORTUNITY TO SERVE SOCIETY; THIRD - THE APPLICATION OF THE IDEAL OF SERVICE IN EACH ROTARIAN'S PERSONAL, BUSINESS, AND COMMUNITY LIFE; FOURTH - THE ADVANCEMENT OF INTERNATIONAL UNDERSTANDING, GOODWILL, AND PEACE THROUGH A WORLD FELLOWSHIP OF BUSINESS AND PROFESSIONAL PERSONS UNITED IN THE IDEAL OF SERVICE.

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $55,849
Program Service Revenue $119,891
Investment Income $877
Other Revenue $15,090
TOTAL REVENUE $191,707

Expense Breakdown

Grants Paid $52,500
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $152,598
Other Expenses $124,145
TOTAL EXPENSES $176,645

Year-over-Year Comparison

2023 2022 Change
Revenue $191,707 $249,454 -0.2%
Expenses $176,645 $296,709 -0.4%
Net Income $15,062 $-47,255 -1.3%
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

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Liquidity & Cash Position

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Governance

Voting Members
13
Independent Members
13
Employees
N/A
Volunteers
61

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
5
$0
Total Directors
13
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
KATHRYN SCHUBERT DISTRICT GOVERNOR 25.00
Officer Director
$0 $0 $0
TOM KERFOOT DISTRICT GOVERNOR-ELECT 5.00
Officer Director
$0 $0 $0
ROBERT RAPP DISTRICT GOVERNOR-NOMINEE 5.00
Officer Director
$0 $0 $0
GARY BREN DISTRICT TREASURER 7.00
Officer Director
$0 $0 $0
JIM GRIESEN DISTRICT SECRETARY 1.00
Officer Director
$0 $0 $0
BARBARA BARTLE IMMEDIATE PAST DISTRICT GOVERNOR 2.00
Director
$0 $0 $0
RANDY BRETZ AT LARGE DIRECTOR - LARGE CLUB 1.00
Director
$0 $0 $0
SCOTT DELISI AT LARGE DIRECTOR - MEDIUM CLUB 1.00
Director
$0 $0 $0
FRANK GOLDBERG AT LARGE DIRECTOR - PDG 1.00
Director
$0 $0 $0
LANA LIKENS AT LARGE DIRECTOR - SMALL CLUB 1.00
Director
$0 $0 $0
MICK MCKINLEY DISTRICT ROTARY FOUNDATION CHAIR 6.00
Director
$0 $0 $0
BRIAN MOON AT LARGE DIRECTOR - PDG 1.00
Director
$0 $0 $0
ROB SIMMON ASSISTANT GOVERNOR TEAM LEADER 3.00
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 No data No data No data No data
2024 $191,707 $176,645 $247,139 $15,062
2023 $249,454 $296,709 $210,413 $-47,255
2022 $212,867 $142,420 $255,859 $70,447
2020 $201,114 $238,765 $154,270 $-37,651
2019 $221,560 $189,493 $209,706 $32,067
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