Rotary International District 5870

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1925

Legal Domicile

Principal Officer

Doug Smith

Phone

5126993605

Tax Period

2024-07-01 to 2025-06-30

Rotary International District 5870, founded in 1925, is a small nonprofit that reported $377K in total revenue in fiscal year 2024.

Mission

Civic Organization to promote Service Above Self

Program Service Accomplishments

Program 1

Expenses: $153,615 Revenue: $145,700

Rotary District DAP grants used for local club grants and projects.

Program 2

Expenses: $89,768 Revenue: $63,580

Rotary Youth Exchange and RYLA: Leadership training and international experiences for Youth. Including RYLA, Early Act First Knight, Youth Exchange and Youth Services

Program 3

Expenses: $30,885 Revenue: $31,433

District Conference, Expenses $30,885 Revenue $31,433

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $93,462

Program Service Revenue $283,894

Investment Income $106

Other Revenue $0

TOTAL REVENUE $377,462

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $383,471

Other Expenses $402,668

TOTAL EXPENSES $402,668

Year-over-Year Comparison

	2024	2023	Change
Revenue	$377,462	$360,899	+0.0%
Expenses	$402,668	$316,031	+0.3%
Net Income	$-25,206	$44,868	-1.6%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Doug Smith	Executive Dir.	20.00	Officer Director	$0	$0	$0
Debbie Tam	Treasurer	2.00	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
2025	$377,462	$402,668	$392,574	$-25,206
2024	$360,899	$316,031	$417,279	$44,868
2023	$230,556	$213,319	$369,427	$17,237
2022	$207,975	$145,704	$352,190	$62,271
2021	$205,604	$167,684	$289,919	$37,920