ROTARY INTERNATIONAL DISTRICT 5030

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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

1905

Legal Domicile

Principal Officer

Jeff Johnson

Phone

4252837187

Tax Period

2024-07-01 to 2025-06-30

ROTARY INTERNATIONAL DISTRICT 5030, founded in 1905, is a small nonprofit in the Education sector that reported $287K in total revenue in fiscal year 2024. Revenue fell 31% from the prior year — a significant decline worth monitoring. Expenses of $265K left a modest 8% surplus.

Mission

Rotary is a Worldwide Service Organization. Rotary District 5030 is comprised of 52 individual Rotary clubs. Its purpose is to provide training and to assist and support the clubs in providing service projects in their local communities and internationally.

Program Service Accomplishments

Program 1

Expenses: $49,232 Revenue: $59,200

Major District Events - In Fiscal Year 2024, District 5030 held a Foundation Gala Celebration in October 2024 and a year-end Celebratory dinner in June 2025. All Rotary club officers and Rotarians...

Major District Events - In Fiscal Year 2024, District 5030 held a Foundation Gala Celebration in October 2024 and a year-end Celebratory dinner in June 2025. All Rotary club officers and Rotarians were invited to both events. Approximately 194 people attended the District Conference event and 310 at the Year-End Celebratory dinner.

Program 2

Expenses: $106,600 Revenue: $106,600

The District 5030 Foundation Committee disburses funds received from the Rotary Foundation DDF (District Designated Funds), in the form of grants to Rotary Clubs in District 5030. The clubs apply for...

Program 3

Expenses: $106,283 Revenue: $0

The district provides leadership and other training to clubs and their leaders, as well as to district level volunteers. District leaders also attend training sessions at the zone and international level. A web site is utilized as a resource for club leaders. In addition to this, the district leaders provide leadership through their involvement with individual clubs.

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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 $274,480

Program Service Revenue $0

Investment Income $12,053

Other Revenue $0

TOTAL REVENUE $286,533

Expense Breakdown

Grants Paid $131,600

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $262,115

Other Expenses $133,316

TOTAL EXPENSES $264,916

Year-over-Year Comparison

	2024	2023	Change
Revenue	$286,533	$416,259	-0.3%
Expenses	$264,916	$437,295	-0.4%
Net Income	$21,617	$-21,036	-2.0%

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

150

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
Rachele Bouchand	District 5030 Governor 2024 - 2025	20	Director	$0	$0	$0
Rosemary Aragon	District 5030 Finance Chair	10.00	Director	$0	$0	$0
Jeffrey Johnson	District 5030 Treasurer	4	Director	$0	$0	$0
Kae Peterson	Vice Chair, District 5030 Finance Committee	4	Director	$0	$0	$0
Jeff Borek	District 5030 Governor Elect 2024-2025	4	Director	$0	$0	$0
Mike Madden	Youth Services Chair - Non-voting	2	Director	$0	$0	$0
Kaj Pedersen	Council of Governors Chair	4	Director	$0	$0	$0
Josh Sutton	District Rotary Foundation Chair	4	Director	$0	$0	$0
Raymond Connell	Dist Gov Nominee 2024-25	2	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	$286,533	$264,916	$318,786	$21,617
2024	$416,259	$437,295	$299,646	$-21,036
2023	$320,612	$347,345	$333,562	$-26,733
2022	$242,062	$260,944	$367,559	$-18,882
2021	$255,145	$272,071	$419,336	$-16,926
2020	$307,705	$323,676	$372,490	$-15,971
2019	$235,323	$206,177	$383,499	$29,146
2018	$247,923	$251,438	$356,761	$-3,515