Rotary International District 5230 (EIN 770109083) - 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

1982

Legal Domicile

Principal Officer

Michael Rabara

Phone

5592739482

Tax Period

2024-07-01 to 2025-06-30

Rotary International District 5230, founded in 1982, is a small nonprofit that reported $225K in total revenue in fiscal year 2024. Revenue fell 24% from the prior year — a significant decline worth monitoring. Expenses of $218K left a modest 3% surplus.

Mission

Organization encourages and fosters the ideal of service on a basis of worthy enterprise in the community, workplace and throughout the world in an effort to build goodwill and peace.

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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 (2024)

Revenue Breakdown

Contributions & Grants $147,525

Program Service Revenue $66,465

Investment Income $3,827

Other Revenue $7,020

TOTAL REVENUE $224,837

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $191,830

Other Expenses $218,013

TOTAL EXPENSES $218,013

Year-over-Year Comparison

	2024	2023	Change
Revenue	$224,837	$297,528	-0.2%
Expenses	$218,013	$306,155	-0.3%
Net Income	$6,824	$-8,627	-1.8%

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

2060

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
Michael Rabara	Governor	15.00	Officer	$0	$0	$0
Ana Carretero	Treasurer	2.00	Officer	$0	$0	$0
Debra Hale	Past Dist Gov	15.00	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	$224,837	$218,013	$337,394	$6,824
2024	$297,528	$306,155	$308,756	$-8,627
2023	$310,731	$313,435	$340,048	$-2,704
2022	$145,279	$129,273	$340,886	$16,006
2021	$120,138	$71,530	$314,652	$48,608
2021	No data	No data	No data	No data
2020	$163,342	$112,588	$257,553	$50,754
2019	$250,316	$196,208	$300,782	$54,108
2018	$292,219	$261,116	$240,272	$31,103

Rotary International District 5230