Rotary International District 5080

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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

1947

Legal Domicile

Principal Officer

Doreen Kelsey

Phone

5094995223

Tax Period

2023-07-01 to 2024-06-30

Rotary International District 5080, founded in 1947, is a small nonprofit that reported $488K in total revenue in fiscal year 2023. Expenses of $460K left a modest 6% surplus.

Mission

To advance the mission of Rotary International.

Program Service Accomplishments

Program 1

Expenses: $357,677 Revenue: $275,097

The district serves as a liaison to facilitate the exchange of services, support and training between RotaryInternational and Rotary Clubs in District 5080. There are 61 clubs in the district of...

The district serves as a liaison to facilitate the exchange of services, support and training between RotaryInternational and Rotary Clubs in District 5080. There are 61 clubs in the district of which 42 are in the US and 19are in Canada with a membership of approximately 2,070 at the start of the fiscal year.

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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 (2023)

Revenue Breakdown

Contributions & Grants $213,387

Program Service Revenue $271,929

Investment Income $3,168

Other Revenue $0

TOTAL REVENUE $488,484

Expense Breakdown

Grants Paid $80,242

Salaries & Benefits $0

Fundraising Expenses $1,033

Program Expenses $357,677

Other Expenses $379,680

TOTAL EXPENSES $459,922

Year-over-Year Comparison

	2023	2022	Change
Revenue	$488,484	$452,573	+0.1%
Expenses	$459,922	$452,921	+0.0%
Net Income	$28,562	$-348	-83.1%

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

310

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
Linda Bauer	Immediate Past District Governor	3.00	Officer Director	$0	$0	$0
Doreen Kelsey	District Governor	40.00	Officer Director	$0	$0	$0
Lorne Westnedge	District Governor-Elect	20.00	Officer Director	$0	$0	$0
David Keyes	District Govenor Nominee	10.00	Officer Director	$0	$0	$0
Steven Roberge	Assistant Governor, District Governor Designate	15.00	Director	$0	$0	$0
Randy Bowen	Assistant Governor	10.00	Director	$0	$0	$0
Eric Redeker	Assistant Governor	10.00	Director	$0	$0	$0
Lynne Burch	Assistant Governor	10.00	Director	$0	$0	$0
Mayumi van der Pol	Assistant Governor	10.00	Director	$0	$0	$0
Al Dyck	Assistant Governor	10.00	Director	$0	$0	$0
Tom Osborn	Assistant Governor	10.00	Director	$0	$0	$0
Walter Stanley Johnson	Assistant Governor	10.00	Director	$0	$0	$0
Diana Wahl	Assistant Governor	10.00	Director	$0	$0	$0
Maggie Crawford	Assistant Governor	10.00	Director	$0	$0	$0
Scott Dockins	Assistant Governor	10.00	Director	$0	$0	$0
Andrew Gabb	District Treasurer	10.00	Director	$0	$0	$0
Sheila Hart	District Secretary	15.00	Director	$0	$0	$0
Todd Shepard	District Membership Chair	30.00	Director	$0	$0	$0
Lynn O'Connor	District Public Image Committee Chair	10.00	Director	$0	$0	$0
William Dunwoody	District Rotary Foundation Committee Chair, Distri	30.00	Director	$0	$0	$0
Beverly Reed	District Finance Committee Chair	10.00	Director	$0	$0	$0
Emily Osborne	District Trainer	10.00	Director	$0	$0	$0
Norman McCarvell	District Administration Chair	10.00	Director	$0	$0	$0
Kees van der Pol	Vice Governor, District Communications Chair	20.00	Director	$0	$0	$0
Alex Weir	District Rotaract Committee Chair	10.00	Director	$0	$0	$0
Debbie Ford	District Youth Services Committee Chair	10.00	Director	$0	$0	$0
Maxine Ruzicka	District Peace Committee Co-Chair	10.00	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	No data	No data	No data	No data
2024	$488,484	$459,922	$348,604	$28,562
2023	$452,573	$452,921	$374,683	$-348
2022	$302,019	$276,525	$309,796	$25,494
2021	$231,697	$204,815	$291,333	$26,882
2020	$360,124	$338,112	$216,342	$22,012
2019	$505,741	$419,131	$259,583	$86,610