ROTARY INTERNATIONAL DISTRICT 5130

EIN: 680001773

SANTA ROSA, CA

Total Revenue
$487,662
Total Expenses
$464,224
Total Assets
$381,542
Net Assets
$381,352
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1983
Legal Domicile
CA
Principal Officer
JAMES O'GRADY
Phone
7078363885
Tax Period
2024-07-01 to 2025-06-30

ROTARY INTERNATIONAL DISTRICT 5130, founded in 1983, is a small nonprofit that reported $488K in total revenue in fiscal year 2024. Revenue surged 57% from the prior year, signaling strong growth momentum. Expenses of $464K left a modest 5% surplus.

Mission

ROTARY INTERNATIONAL DISTRICT 5130'S EXEMPT PURPOSE IS TO ENCOURAGE AND FOSTER THE IDEAL OF SERVICE AS A BASIS OF WORTHY ENTERPRISE AND IN PARTICULAR, TO ENCOURAGE AND FOSTER THE DEVELOPMENT OF AN ACQUAINTANCE AS AN OPPORTUNITY FOR SERVICE, ENCOURAGE AND PROMOTE HIGH ETHICAL STANDARDS IN BUSINESS AND PROFESSIONS. APPLY THE IDEAL OF SERVICE IN EACH ROTARIAN'S PERSONAL, BUSINESS, AND COMMUNITY LIFE, AND ADVANCE INTERNATIONAL UNDERSTANDING, GOODWILL, AND PEACE THROUGH A WORLD OF FELLOWSHIP OF BUSINESS AND PROFESSIONAL MEN AND WOMEN UNITED IN THE IDEAL OF SERVICE.

Program Service Accomplishments

Program 1
Expenses: $138,563 Revenue: $128,123

YOUTH EXCHANGE: PROMOTING WORLD PEACE AND UNDERSTANDING BY SENDING HIGH SCHOOL STUDENTS TO FOREIGN COUNTRIES TO STUDY AND LIVE WITH ROTARY FAMILIES ABROAD AND HOSTING FOREIGN STUDENTS IN THE DISTRICT.

Program 2
Expenses: $64,229 Revenue: $7,920

DISTRICT ACTIVITIES AND CLUB SUPPORT.

Program 3
Expenses: $238,392 Revenue: $128,808

SUPPORTING CONFERENCE ACTIVITES.

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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 (2024)

Revenue Breakdown

Contributions & Grants $218,139
Program Service Revenue $264,851
Investment Income $4,672
Other Revenue $0
TOTAL REVENUE $487,662

Expense Breakdown

Grants Paid $42,027
Salaries & Benefits $7,200
Fundraising Expenses $0
Program Expenses $441,184
Other Expenses $414,997
TOTAL EXPENSES $464,224

Year-over-Year Comparison

2024 2023 Change
Revenue $487,662 $310,525 +0.6%
Expenses $464,224 $351,063 +0.3%
Net Income $23,438 $-40,538 -1.6%
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

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Liquidity & Cash Position

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Governance

Voting Members
7
Independent Members
7
Employees
N/A
Volunteers
1900

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
$7,200
Total Directors
9
$7,200
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
DARREN PATTERSON BOARD MEMBER 2.00
Director
$0 $0 $0
KLARK SWAN BOARD MEMBER 2.00
Director
$0 $0 $0
TOM BOYLAN BOARD MEMBER 2.00
Director
$0 $0 $0
JAMES O'GRADY DISTRICT GOVERNOR 20.00
Officer Director
$0 $0 $0
KRISTINE REDKO DISTRICT GOVERNOR ELECT 20.00
Officer Director
$0 $0 $0
CAROL MARTIN TREASURER 10.00
Officer Director
$4,200 $0 $4,200
PENNY MILLAR SECRETARY 8.00
Officer Director
$3,000 $0 $3,000
JEFF KOLIN DISTRICT GOVERNOR NOMINEE 20.00
Officer Director
$0 $0 $0
MICHAEL MURRAY BOARD MEMBER 2.00
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 $487,662 $464,224 $381,542 $23,438
2024 $310,525 $351,063 $358,724 $-40,538
2023 $440,576 $504,746 $399,039 $-64,170
2022 $256,915 $212,786 $464,622 $44,129
2021 $221,739 $128,184 $441,579 $93,555
2020 $278,436 $239,780 $369,645 $38,656
2019 $340,816 $307,073 $286,838 $33,743
2018 $409,277 $372,877 $253,991 $36,400
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