Rotary International District 5495

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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

1914

Legal Domicile

Phone

6024199598

Tax Period

2024-07-01 to 2025-06-30

Rotary International District 5495, founded in 1914, is a small nonprofit that reported $558K in total revenue in fiscal year 2024. Expenses of $523K left a modest 6% surplus.

Mission

Affiliated with Rotary International, the District sponsors youth leadership and exchange programs and provides leadership training and support for Rotary Clubs in the District.

Program Service Accomplishments

Program 1

Expenses: $144,390 Revenue: $135,959

Direct support of local Rotary clubs in district through distribution of funds received from the Rotary International Foundation for community service projects and international outreach.

Program 2

Expenses: $137,299 Revenue: $140,231

The District sponsors youth programs to include Interact Crutches for Africa, Rotary Youth Leadership Academy and Youth Exchange bringing students to the United States.

Program 3

Expenses: $92,754 Revenue: $92,708

Support clubs with district conference and related expenses

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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 $443,450

Program Service Revenue $114,927

Investment Income $31

Other Revenue $0

TOTAL REVENUE $558,408

Expense Breakdown

Grants Paid $134,270

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $425,248

Other Expenses $389,218

TOTAL EXPENSES $523,488

Year-over-Year Comparison

	2024	2023	Change
Revenue	$558,408	$572,400	0.0%
Expenses	$523,488	$599,274	-0.1%
Net Income	$34,920	$-26,874	-2.3%

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
Lucinda General	Treasurer	5.00	Officer	$0	$0	$0
Joe Sweeney	District Governor Elect	5.00	Officer	$0	$0	$0
Jim Schmidt	District Governor	10.00	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	$558,408	$523,488	$161,830	$34,920
2023	$381,275	$511,649	$168,602	$-130,374
2022	$462,772	$416,094	$297,600	$46,678
2021	$350,588	$330,981	$243,488	$19,607
2020	$391,298	$380,571	$215,388	$10,727
2019	$487,187	$510,960	$204,511	$-23,773
2018	$492,848	$393,188	$225,435	$99,660