ROTARY INTERNATIONAL DISTRICT 5520 INC

EIN: 850317193

RIO RANCHO, NM

Total Revenue
$251,680
Total Expenses
$223,871
Total Assets
$185,831
Net Assets
$185,831
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2007
Legal Domicile
NM
Principal Officer
RICHARD HAAS
Phone
5059805850
Tax Period
2024-07-01 to 2025-06-30

ROTARY INTERNATIONAL DISTRICT 5520 INC, founded in 2007, is a small nonprofit that reported $252K in total revenue in fiscal year 2024. Expenses of $224K left a modest 11% surplus.

Mission

WE PROVIDE SERVICE TO OTHERS, PROMOTE INTEGRITY, AND ADVANCE WORLD UNDERSTANDING, GOODWILL, AND PEACE THROUGH OUR FELLOWSHIP OF BUSINESS, PROFESSIONAL, ANC COMMUNITY LEADERS. TOGETHER, WE SEE A WORLD WHERE PEOPLE UNITE AND TAKE ACTION TO CREATE LASTING CHANGE - ACROSS THE GLOBE, IN OUR COMMUNITIES, AND IN OURSELVES.

Program Service Accomplishments

Program 1
Expenses: $55,863

COMPRISED OF NEW MEXICO AND PART OF TEXAS, DISTRICT 5520 IS PART OF THE LARGER WORLD OF ROTARY, A GLOBAL NETWOK OF 1.4 MILLION PEOPLE AROUND THE WORLD. ROTARY MEMBERS WORK TOGETHER TO PROMOTE PEACE...

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COMPRISED OF NEW MEXICO AND PART OF TEXAS, DISTRICT 5520 IS PART OF THE LARGER WORLD OF ROTARY, A GLOBAL NETWOK OF 1.4 MILLION PEOPLE AROUND THE WORLD. ROTARY MEMBERS WORK TOGETHER TO PROMOTE PEACE, FIGHT DISEASE, PROVIDE CLEAN WATER, SANITATION, AND HYGIENE, SAVE MOTHERS AND CHILDRE, SUPPORT EDUCATION, GROW LOCAL ECONOMIES AND PROTECT THE ENVIRONMENT. TO THAT END, ROTARY INTERNATIONAL PROVIDED FUNDS TOTALLING 75,999 TO BE USED BY CLUBS IN DISTRICT 5520 FOR COMMUNITY AND INTERNATIONAL PROJECTS IN ONE OF THE ABOVE FOCUS AREAS.

Program 2
Expenses: $112,664 Revenue: $54,185

DISTRICT CONFERENCE IS THE ANNUAL MEETING WHERE MEMBERS OF ALL OF THE ROTARY CLUBS IN THE DISTRICT MEET FOR A WEEKEND OF LEARNING ABOUT ROTARY PROJECTS, MEETING OTHER ROTARIANS, AND WELCOMING AND...

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DISTRICT CONFERENCE IS THE ANNUAL MEETING WHERE MEMBERS OF ALL OF THE ROTARY CLUBS IN THE DISTRICT MEET FOR A WEEKEND OF LEARNING ABOUT ROTARY PROJECTS, MEETING OTHER ROTARIANS, AND WELCOMING AND HONORING THE INTERNATIONAL PARTICIPANTS IN ROTARY YOUTH EXCHANGE. BI-DISTRICT IS A MEETING WHERE MEMBERS OF ALL THE ROTARY CLUBS IN TWO DIFFERENT DISTRICTS MEET FOR A WEEKEND OF LEARNING ABOUT ROTARY PROJECTS AND MEETING OTHER ROTARIANS.

Program 3
Expenses: $3,133 Revenue: $13,043

OTHER DISTRICT EXPENSES INCLUDE VARIOUS TRAININGS PRESIDENT AND SUPPORT FOR THE DISTRICT GOVERNOR AS HE TRAVELS AROUND THE DISTRICT MEETING WITH THE LOCAL ROTARY CLUBS AND THEIR MEMBERS. ROTARY...

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OTHER DISTRICT EXPENSES INCLUDE VARIOUS TRAININGS PRESIDENT AND SUPPORT FOR THE DISTRICT GOVERNOR AS HE TRAVELS AROUND THE DISTRICT MEETING WITH THE LOCAL ROTARY CLUBS AND THEIR MEMBERS. ROTARY MEMBERS PAY DUES TO HELP DEFRAY THE DISTRICT'S EXPENSES.

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Trantor Score

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $91,164
Program Service Revenue $157,518
Investment Income $2,998
Other Revenue $0
TOTAL REVENUE $251,680

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $173,714
Other Expenses $223,871
TOTAL EXPENSES $223,871

Year-over-Year Comparison

2024 2023 Change
Revenue $251,680 $249,130 +0.0%
Expenses $223,871 $237,659 -0.1%
Net Income $27,809 $11,471 +1.4%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
8
Independent Members
8
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
2
$0
Total Directors
6
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
RICHARD HAAS CHAIR 4.00
Officer
$0 $0 $0
YASSER MURGA DISTRICT GOV 30.00
Officer
$0 $0 $0
THOMAS SIMON DIRECTOR 4.00
Director
$0 $0 $0
JEFFREY WEINRACH DIRECTOR 4.00
Director
$0 $0 $0
STEPHEN BUCKLEY DIRECTOR 4.00
Director
$0 $0 $0
DAVID HANSEN DIRECTOR 4.00
Director
$0 $0 $0
ROBERT BARNARD TREASURER 10.00
Director
$0 $0 $0
LAUREN GONZALES DIRECTOR 4.00
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 $251,680 $223,871 $185,831 $27,809
2024 $249,130 $237,659 $158,022 $11,471
2023 $243,779 $232,987 $153,166 $10,792
2022 $200,671 $227,176 $135,759 $-26,505
2021 $187,428 $187,508 $162,264 $-80
2020 $234,308 $190,548 $162,344 $43,760
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