ROTARY DISTRICT 5190 (EIN 510148377) - 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

1959

Legal Domicile

Principal Officer

RICHARD FORSTER

Phone

5302736176

Tax Period

2024-07-01 to 2025-06-30

ROTARY DISTRICT 5190, founded in 1959, is a small nonprofit that reported $244K in total revenue in fiscal year 2024. Revenue fell 20% from the prior year — a significant decline worth monitoring. Expenses of $222K left a modest 9% surplus.

Mission

ROTARY DISTRICT 5190 (PARTS OF CA AND NV) SUPPORTS THE EFFORTS OF ITS 58 CLUBS WITH ACTIVITIES INCLUDING DISTRICT CONFERENCE, DISTRICT ASSEMBLY AND OTHER MEETINGS AND EXPENSES FOR THE DISTRICT GOVERNOR, DISTRICT GOVERNOR ELECT AND DISTRICT GOVERNOR NOMINEE.

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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 $93,390

Program Service Revenue $150,642

Investment Income $169

Other Revenue $0

TOTAL REVENUE $244,201

Expense Breakdown

Grants Paid $93,370

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $193,133

Other Expenses $128,440

TOTAL EXPENSES $221,810

Year-over-Year Comparison

	2024	2023	Change
Revenue	$244,201	$305,511	-0.2%
Expenses	$221,810	$281,690	-0.2%
Net Income	$22,391	$23,821	-0.1%

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
RICHARD FORSTER	DIST GOVR NO	N/A	Officer Director	$0	$0	$0
MICHAEL HIX	SECRETARY	N/A	Officer Director	$0	$0	$0
KURT RAFFETTO	DIST GOVR EL	N/A	Officer Director	$0	$0	$0
REID RIKER	TREASURER	N/A	Officer Director	$0	$0	$0
TINA SPENCER-MULHERN	DIST VICE GO	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	$244,201	$221,810	$249,439	$22,391
2024	$305,511	$281,690	$256,649	$23,821
2023	$285,364	$260,743	$229,234	$24,621
2022	$292,454	$308,058	$152,686	$-15,604
2021	$185,947	$179,451	$160,174	$6,496
2020	$208,008	$194,015	$153,917	$13,993
2019	$316,902	$294,987	$140,943	$21,915
2018	$307,284	$295,831	$174,110	$11,453

ROTARY DISTRICT 5190