Rotary District 5770 Rotary International

EIN: 731368432

Norman, OK

Total Revenue
$88,711
Total Expenses
$96,451
Total Assets
$125,625
Net Assets
$125,625
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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
1919
Legal Domicile
OK
Principal Officer
Patty Swink District Governor
Phone
4052008170
Tax Period
2022-07-01 to 2023-06-30

Rotary District 5770 Rotary International, founded in 1919, is a micro nonprofit that reported $89K in total revenue in fiscal year 2022. Revenue grew 16% year-over-year, indicating healthy expansion.

Mission

Youth Service Activities - RYLA, SCRYE, Rotaract, Interact, and Exchange Students

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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 (2022)

Revenue Breakdown

Contributions & Grants $36,680
Program Service Revenue $51,355
Investment Income $426
Other Revenue $250
TOTAL REVENUE $88,711

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $96,451
Other Expenses $96,451
TOTAL EXPENSES $96,451

Year-over-Year Comparison

2022 2021 Change
Revenue $88,711 $76,568 +0.2%
Expenses $96,451 $47,485 +1.0%
Net Income $-7,740 $29,083 -1.3%
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

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Governance

Voting Members
3
Independent Members
3
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
3
$0
Total Directors
0
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Patty Swink District Governor 10.00
Officer
$0 $0 $0
Linda Holt Finance Chair 10.00
Officer
$0 $0 $0
Steven P Wood Treasurer 10.00
Officer
$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
2023 $88,711 $96,451 $125,625 $-7,740
2022 $76,568 $47,485 $155,675 $29,083
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