ROTARY INTERNATIONAL DISTRICT 5750

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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

1953

Legal Domicile

Phone

4054015953

Tax Period

2023-07-01 to 2024-06-30

ROTARY INTERNATIONAL DISTRICT 5750, founded in 1953, is a small nonprofit that reported $163K in total revenue in fiscal year 2023. Revenue grew 10% year-over-year, indicating healthy expansion. Expenses of $139K left a modest 15% surplus.

Mission

PROVIDE SERVICE TO OTHERS, PROMOTE INTEGRITY, AND ADVANCE WORLD UNDERSTANDING, GOODWILL AND PEACE THROUGH THE FELLOWSHIP OF BUSINESS, PROFESSIONAL, AND COMMUNITY LEADERS.

Program Service Accomplishments

Program 1

Expenses: $131,554

PROVIDE SERVICE TO OTHERS, PROMOTE INTEGRITY, AND ADVANCE WORLD UNDERSTANDING, GOODWILL AND PEACE THROUGH THE FELLOWSHIP OF BUSINESS, PROFESSIONAL, AND COMMUNITY LEADERS.

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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 (2023)

Revenue Breakdown

Contributions & Grants $163,259

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $163,259

Expense Breakdown

Grants Paid $48,160

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $131,554

Other Expenses $90,663

TOTAL EXPENSES $138,823

Year-over-Year Comparison

	2023	2022	Change
Revenue	$163,259	$148,020	+0.1%
Expenses	$138,823	$185,169	-0.3%
Net Income	$24,436	$-37,149	-1.7%

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

Employees

N/A

Volunteers

1683

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
JEANEAN YANISH JONES	DIS GOVERNOR	5.00	Officer	$0	$0	$0
JACK WERNER	DIS GOV ELECT	5.00	Officer	$0	$0	$0
MUKESH PATEL	DIS GOV NOMINEE	5.00	Officer	$0	$0	$0
LANCE SINGLETON	DIS TREASURER	5.00	Officer	$0	$0	$0
AMY HOLLAS	DIS ADMINISTRAT	5.00	Officer	$0	$0	$0
LARRY STONE	DIS FOUND CHAIR	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
2025	No data	No data	No data	No data
2024	$163,259	$138,823	$255,705	$24,436
2023	$148,020	$185,169	$231,809	$-37,149
2022	$137,810	$98,974	$268,506	$38,836
2021	$163,384	$118,981	$229,670	$44,403
2020	$221,776	$189,428	$185,267	$32,348