ROTARY INTERNATIONAL DISTRICT 5300 INC (EIN 800666972) - 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

1920

Legal Domicile

Principal Officer

FRED FINDLEY

Phone

7022740660

Tax Period

2023-07-01 to 2024-06-30

ROTARY INTERNATIONAL DISTRICT 5300 INC, founded in 1920, is a small nonprofit in the Community Improvement sector that reported $361K in total revenue in fiscal year 2023. Revenue surged 40% from the prior year, signaling strong growth momentum. Expenses of $337K left a modest 7% surplus.

Mission

ROTARY INTERNATIONAL DISTRICT 5300 INC. IS A GEOGRAPHIC AREA OF SOUTHERNCALIFORNIA AND NEVADA IN WHICH CLUBS ARE GROUPED BY ROTARY INTERNATIONAL. THE DISTRICT PROVIDES MEMBERSHIP TRAINING AND SERVICES TO ROTARIANS IN THE DISTRICT AND PROVIDES COMMUNITY, YOUTH, AND VOCATIONAL SERVICES.

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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 $0

Program Service Revenue $361,161

Investment Income $59

Other Revenue $0

TOTAL REVENUE $361,220

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $249,177

Other Expenses $337,204

TOTAL EXPENSES $337,204

Year-over-Year Comparison

	2023	2022	Change
Revenue	$361,220	$257,925	+0.4%
Expenses	$337,204	$302,493	+0.1%
Net Income	$24,016	$-44,568	-1.5%

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

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 SODEN	DISTRICT GOVERNOR	10.00	Officer Director	$0	$0	$0
FREDERICK FINDLEY	TREASURER	4.00	Officer Director	$0	$0	$0
ROGER GUTIERREZ	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL DRIEBE	DIRECTOR	1.00	Director	$0	$0	$0
GILDA MOSHIR	DIRECTOR	1.00	Director	$0	$0	$0
JOHN CHASE	DIRECTOR	1.00	Director	$0	$0	$0
DENNIS FRANKLIN	DIRECTOR	1.00	Director	$0	$0	$0
JEFF BREEDAN	DIRECTOR	1.00	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
2025	No data	No data	No data	No data
2024	$361,220	$337,204	$190,270	$24,016
2023	$257,925	$302,493	$293,691	$-44,568
2020	$204,402	$242,449	$233,888	$-38,047
2018	$468,856	$448,576	$223,592	$20,280

ROTARY INTERNATIONAL DISTRICT 5300 INC