ROTARY INTERNATIONL DISTRICT 5840

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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

1915

Legal Domicile

Principal Officer

EDWARD CRAIG HARDY

Phone

2102908153

Tax Period

2022-07-01 to 2023-06-30

ROTARY INTERNATIONL DISTRICT 5840, founded in 1915, is a small nonprofit that reported $281K in total revenue in fiscal year 2022.

Mission

ROTARY IS A WORLDWIDE SERVICE ORGANIZATION. THE DISTRICT IS COMPRISED OF 55 CLUBS IN SOUTHWEST TEXAS. IT'S PURPOSE IS TO PROVIDE TRAINING, LEADERSHIP DEVELOPMENT AND TO ASSIST AND SUPPORT THE CLUBS IN PROVIDING SERVICES TO THEIR LOCAL AND INTERNATIONAL COMMUNITIES.

Program Service Accomplishments

Program 1

Expenses: $32,543 Revenue: $27,948

INTERNATIONAL EDUCATION PROGRAMS INCLUDING HIGH SCHOOL, YOUTH EXCHANGE, AND AMBASSADOR SCHOLARSHIPS FOR STUDENTS STUDYING ABROAD.

Program 2

Expenses: $20,931 Revenue: $28,234

YOUTH LEADERSHIP DEVELOPMENT THROUGH SEMINARS, CONFERENCES, AND MENTORING OVER 100 STUDENTS ATTENDING.

Program 3

Expenses: $74,750 Revenue: $75,317

DISTRICT GRANTS DISTRIBUTED TO CLUBS THROUGH AN APPLICATION PROCESS THAT ENSURED THE AWARDS WERE FOR HUMANITARIAN PURPOSES WITHIN THE LOCAL, NATIONAL, OR INTERNATIONAL COMMUNITY.

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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 (2022)

Revenue Breakdown

Contributions & Grants $154,948

Program Service Revenue $122,953

Investment Income $3,576

Other Revenue $0

TOTAL REVENUE $281,477

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $7,109

Program Expenses $249,988

Other Expenses $280,096

TOTAL EXPENSES $280,096

Year-over-Year Comparison

	2022	2021	Change
Revenue	$281,477	$261,623	+0.1%
Expenses	$280,096	$248,027	+0.1%
Net Income	$1,381	$13,596	-0.9%

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

2325

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
DWAYNE HOPKINS	DISTRICT GOVERNOR 2022-2023	10.00	Officer Director	$0	$0	$0
MONICA GUTIERREZ	DISTRICT GOVERNOR ELECT	5.00	Officer	$0	$0	$0
JO ANN BROWN	SECRETARY	5.00	Officer	$0	$0	$0
CRAIG HARDY	TREASURER	5.00	Officer	$0	$0	$0
XAVIER TOSON	DISTRICT FOUNDATION CHAIR	5.00	Officer	$0	$0	$0
STEVE DARLING	DISTRICT GOVERNOR NOMINEE	5.00	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	$281,477	$280,096	$334,372	$1,381
2022	$261,623	$248,027	$332,981	$13,596
2021	$166,254	$142,532	$315,385	$23,722