ROTARY INTERNATIONAL DISTRICT 5130 (EIN 680001773) - 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

1983

Legal Domicile

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

ENCOURAGE AND FOSTER THE IDEAL OF SERVICE AS A BASIS OF WORTHY ENTERPRISE.

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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 $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

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

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

$7,200

Total Directors

$7,200

Key Employees

Highest Compensated

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

ROTARY INTERNATIONAL DISTRICT 5130