ROTARY INTERNATIONAL DISTRICT 5520 INC (EIN 850317193) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2007

Legal Domicile

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

ENCOURAGE AND FOSTER THE IDEALS OF SERVICE.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

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

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

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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
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

ROTARY INTERNATIONAL DISTRICT 5520 INC