ROTARY DISTRICT 5190

🔒

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

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.

Program Service Accomplishments

Program 1

Expenses: $60,399

ALL EXPENSES OF ROTARY DISTRICT 5190 (PART CA AND PART NV) DISTRICT GOVERNOR, DISTRICT GOVERNOR ELECT, DISTRICT GOVERNOR NOMINEE, AND AREA GOVERNORS WERE PAID FOR THE CURRENT YEAR. THE DISTRICT...

ALL EXPENSES OF ROTARY DISTRICT 5190 (PART CA AND PART NV) DISTRICT GOVERNOR, DISTRICT GOVERNOR ELECT, DISTRICT GOVERNOR NOMINEE, AND AREA GOVERNORS WERE PAID FOR THE CURRENT YEAR. THE DISTRICT CONSISTS OF APPROXIMATELY 2,175 MEMBERS IN 60 CLUBS PROVIDING SERVICE TO OTHERS,PROMOTING HIGH ETHICAL STANDARDS, ADVANCING WORLD UNDERSTANDING, GOODWILL,AND PEACE THROUGH FELLOWSHIP OF BUSINESS, PROFESSIONAL, AND COMMUNITY LEADERS. THE DISTRICT SUPPORTS AND EDUCATES THE CLUB MEMBERS AND LEADERSHIP IN THIS ENDEAVOR.

Program 2

Expenses: $39,364

THE DISTRICT CONDUCTS NUMEROUS EDUCATIONAL PROGRAMS FOR ROTARIANS. THESE INCLUDE THE AVENUES OF SERVICE SEMINAR AND THE DISTRICT ASSEMBLY (WHERE ROTARIANS LEARN HOW TO RUN THEIR CLUBS), THE DISTRICT CONFERENCE (WHERE ROTARIANS LEARN ABOUT THE ACCOMPLISHMENTS OF THEIR FELLOW ROTARIANS BOTH LOCALLY AND WORLDWIDE), THE ROTARY ACADEMY (WHERE ROTARIANS LEARN HOW ROTARY FUNCTIONS IN DEPTH), AND PRESIDENT ELECT TRAINING SEMINAR. THE DISTRICT ALSO DOES MARKETING WITH-IN ITS BOUNDARIES TO EDUCATE THE GENERAL PUBLIC IN THE WORK OF ROTARY.

Program 3

Expenses: $93,370

ANNUALLY, THE DISTRICT RECEIVES GRANT FUNDS FROM THE ROTARY FOUNDATION. THE AMOUNT RECEIVED EACH YEAR IS A PERCENTAGE OF THE CONTRIBUTIONS THAT THE ROTARIANS IN OUR DISTRICT MAKE TO THE ROTARY...

ANNUALLY, THE DISTRICT RECEIVES GRANT FUNDS FROM THE ROTARY FOUNDATION. THE AMOUNT RECEIVED EACH YEAR IS A PERCENTAGE OF THE CONTRIBUTIONS THAT THE ROTARIANS IN OUR DISTRICT MAKE TO THE ROTARY FOUNDATION LOCATED IN EVANSTON, IL. THE DISTRICT PROVIDES GRANTS DIRECTLY TO ROTARY CLUBS TO PROVIDE FINANCIAL SUPPORT FOR THEIR QUALIFYING SCHOLARSHIPS, COMMUNITY OR INTERNATIONAL PROJECTS. GRANTS WERE MADE TO OVER 25 CLUBS IN THE DISTRICT. GRANT FUNDS WERE ALSO USED FOR A DISTRICT SPONSORED PROJECT.

🔒

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 (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

🔒

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

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