Rotary International District 5810 (EIN 751944903) - 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

1981

Legal Domicile

Principal Officer

Phone

9725622222

Tax Period

2019-07-01 to 2020-06-30

Rotary International District 5810, founded in 1981, is a small nonprofit that reported $219K in total revenue in fiscal year 2019. Revenue surged 128% from the prior year, signaling strong growth momentum. Expenses of $195K left a modest 11% surplus.

Mission

Develop district wide leadership development programs, president elect training PETs where incoming club presidents are presented with the training concepts and club operatons training, district assembly where all district 5810 rotrians are invited to learn about new programs and initiatives that affect our district and rotary international leadership institute are designed to give club officers leadership skills through team building.

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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 $89,644

Program Service Revenue $129,648

Investment Income $127

Other Revenue $0

TOTAL REVENUE $219,419

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $194,734

Other Expenses $194,734

TOTAL EXPENSES $194,734

Year-over-Year Comparison

	2019	2018	Change
Revenue	$219,419	$96,059	+1.3%
Expenses	$194,734	$96,043	+1.0%
Net Income	$24,685	$16	+1541.8%

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

100

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
Beverly Grogan	President	20.00	Officer Director	$0	$0	$0
John Moser	Vice President	20.00	Officer Director	$0	$0	$0
Rick Scauzillo CPA	Treasurer	15.00	Officer Director	$0	$0	$0
Jonathan Cocks CPA	Secretary	5.00	Officer 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	$219,419	$194,734	$245,901	$24,685

Rotary International District 5810