ROTARY INTERNATIONAL DISTRICT 5390

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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

1915

Legal Domicile

Phone

4062707826

Tax Period

2024-07-01 to 2025-06-30

ROTARY INTERNATIONAL DISTRICT 5390, founded in 1915, is a small nonprofit that reported $252K in total revenue in fiscal year 2024. Revenue surged 31% from the prior year, signaling strong growth momentum. Expenses of $223K left a modest 11% surplus.

Mission

ROTARY DISTRICT 5390 USES IT RESOURCES TO ASSIST THE MONTANA ROTARY CLUBS BUILD VIBRANT AND PROSPEROUS COMMUNITIES IN OUR STATE AND WORLD

Program Service Accomplishments

Program 1

Expenses: $90,071

AS A LIASON BETWEEN INDIVIDUAL CLUBS AND ROTARY INTERNATIONAL,THE DISTRICT PROVIDES SUPPORT, DISPERSES GRANTS THAT SUPPORT LOCAL PHILANTHROPIC PROJECTS AND EDUCATES MEMBERS ON THE PRINCIPLES OF ROTARY

Program 2

Expenses: $28,416 Revenue: $26,550

THE DISTRICT SPONSERS A ROTARY YOUTH LEADERSHIP ACADEMY FOR HIGH SCHOOL STUDENTS NOMINATED BY THE CLUBS OF THE DISTRICT.

Program 3

Expenses: $27,307

THE DISTRICT PROVIDES FUNDING FOR THE DISTRICT CLUBS PRESIDENT ELECT TRAINING SEMINARS

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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 $218,218

Program Service Revenue $26,550

Investment Income $6,975

Other Revenue $0

TOTAL REVENUE $251,743

Expense Breakdown

Grants Paid $90,071

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $145,794

Other Expenses $133,341

TOTAL EXPENSES $223,412

Year-over-Year Comparison

	2024	2023	Change
Revenue	$251,743	$192,826	+0.3%
Expenses	$223,412	$219,383	+0.0%
Net Income	$28,331	$-26,557	-2.1%

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

N/A

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
JAMES OATES	TREASURER	2.00	Officer	$0	$0	$0
KATHY SCHULTE	DISTRICT GOVERNOR NOMINEE	2.00	Officer	$0	$0	$0
SHAWNA SECKER	DISTRICT GOVERNOR	2.00	Officer	$0	$0	$0
RICK POWERS	PAST DISTRICT GOVERNOR	0.50	Officer	$0	$0	$0
LUCY SMITH	DISTRICT GOVERNOR ELECT	2.00	Officer	$0	$0	$0
KALEE DUCKWORTH	SECRETARY	1.00	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	$251,743	$223,412	$186,185	$28,331
2024	$192,826	$219,383	$228,003	$-26,557
2023	$225,921	$176,040	$251,861	$49,881
2022	$176,941	$200,548	$213,670	$-23,607
2021	$228,771	$156,863	$245,101	$71,908
2020	$213,279	$201,960	$162,343	$11,319
2019	$203,602	$276,716	$152,375	$-73,114
2018	$212,585	$231,260	$224,135	$-18,675