Rotary District 5790 (EIN 752271942) - 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

Tax Period

2023-07-01 to 2024-06-30

Rotary District 5790 is a small nonprofit that reported $239K in total revenue in fiscal year 2023. Expenses of $273K exceeded revenue, resulting in a 14% operating deficit.

Mission

THE ADVANCEMENT OF INTERNATIONAL UNDERSTANDING, GOODWILL AND PEACE THROUGH A WORLDWIDE FELLOWSHIP OF BUSINESS AND PROFESSIONAL INDIVIDUALS IN THE IDEA OF SERVICE ABOVE SELF, THROUGH LOCAL ROTARY CLUBS SUPPORTED BY DISTRICT LEADERSHIP.

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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 $198,019

Program Service Revenue $48,050

Investment Income $20

Other Revenue $-7,061

TOTAL REVENUE $239,028

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $273,081

Other Expenses $273,081

TOTAL EXPENSES $273,081

Year-over-Year Comparison

	2023	2022	Change
Revenue	$239,028	N/A	N/A
Expenses	$273,081	N/A	N/A
Net Income	$-34,053	N/A	N/A

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
Pat Peters	Director	5.00	Officer Director	$0	$0	$0
Sharron Miles	Finance Chair	5.00	Officer Director	$0	$0	$0
Andy Eads	Director	5.00	Director	$0	$0	$0
Jon Bullock	Director	5.00	Director	$0	$0	$0
Angie Cox	Director	5.00	Director	$0	$0	$0
Rhyan Anderson	Director	5.00	Director	$0	$0	$0
Paul Thomas	Director	5.00	Director	$0	$0	$0
Lannie Noble	Secretary	5.00	Officer Director	$0	$0	$0
Gayla Fullerton	Treasurer	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
2024	$239,028	$273,081	$225,133	$-34,053
2023	No data	No data	No data	No data
2022	$231,597	$255,387	$256,664	$-23,790
2021	$229,250	$134,989	$283,039	$94,261
2018	$307,523	$273,885	$201,689	$33,638

Rotary District 5790