ROTARY INTERNATIONAL DISTRICT 5180

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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

1995

Legal Domicile

Phone

9169293112

Tax Period

2019-07-01 to 2020-06-30

ROTARY INTERNATIONAL DISTRICT 5180, founded in 1995, is a small nonprofit that reported $209K in total revenue in fiscal year 2019. Revenue fell 21% from the prior year — a significant decline worth monitoring. Expenses of $199K left a modest 5% surplus.

Mission

PROVIDE RESOURCES, TRAINING, AND MEMBERSHIP INFORMATION FOR THE ROTARY CLUBS AND MEMBER ROTARIANS IN THE NORTHERN CALIFORNIA AREA.

Program Service Accomplishments

Program 1

Expenses: $198,637

HELP ROTARY CLUBS IN THE DISTRICT DEVELOP COMMUNITY SERVICE PROGRAMS TO TO MAKE BOTH OUR LOCAL AND INTERNATIONAL COMMUNITIES BETTER PLACES.

Program 2

TRAIN MEMBER ROTARIANS TO BETTER SERVE THEIR COMMUNITIES

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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 (2019)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $208,924

Investment Income $0

Other Revenue $0

TOTAL REVENUE $208,924

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $198,637

Other Expenses $198,637

TOTAL EXPENSES $198,637

Year-over-Year Comparison

	2019	2018	Change
Revenue	$208,924	$263,506	-0.2%
Expenses	$198,637	$229,280	-0.1%
Net Income	$10,287	$34,226	-0.7%

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

N/A

Employees

N/A

Volunteers

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
BRENT HASTEY	GOVERNOR	40.00	Officer Director	$0	$0	$0
ROBERT DEEERING	Treasurer	10.00	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
2020	$208,924	$198,637	$228,731	$10,287
2019	$263,506	$229,280	$177,966	$34,226