ROTARY INTERNATIONAL DISTRICT 5110

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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

1942

Legal Domicile

Principal Officer

CHARLES J POLK

Phone

5412870045

Tax Period

2022-07-01 to 2023-06-30

ROTARY INTERNATIONAL DISTRICT 5110, founded in 1942, is a small nonprofit that reported $442K in total revenue in fiscal year 2022. Revenue decreased 9% compared to the prior year. The organization ran a surplus of $79K, a strong 18% operating margin.

Mission

THE ORGANIZATION'S MISSION IS TO PROVIDE LEADERSHIP TO THE ROTARY CLUBS IN THE DISTRICT AND TO PROVIDE TRAINING TO THE CLUB OFFICERS AND MEMBERS.

Program Service Accomplishments

Program 1

Expenses: $141,773

TO PROVIDE INFORMATION, GUIDANCE, AND ASSISTANCE TO THE SIXTY-SIX ROTARY AND ROTARACT CLUBS IN THE DISTRICT THROUGH ORGANIZATION OF CONFERENCES, DISTRICT GOVERNOR VISITATIONS TO EACH OF THE CLUBS...

TO PROVIDE INFORMATION, GUIDANCE, AND ASSISTANCE TO THE SIXTY-SIX ROTARY AND ROTARACT CLUBS IN THE DISTRICT THROUGH ORGANIZATION OF CONFERENCES, DISTRICT GOVERNOR VISITATIONS TO EACH OF THE CLUBS, NEWSLETTERS, AND DISTRICT ASSEMBLIES TO ASSIST THE CLUBS AND THEIR MEMBERS WITH IMPLEMENTATION OF CLUB SERVICE PROJECTS AND PROGRAMS.

Program 2

Expenses: $182,102 Revenue: $65,544

TO SUPPORT THE ROTARY YOUTH LEADERSHIP AWARDS PROGRAM BY SPONSORING A WEEK-LONG LEADERSHIP TRAINING CAMP FOR DISTRICT HIGH SCHOOL STUDENT LEADERS.

Program 3

Expenses: $39,012

TO FUND THE ROTARY WORLD COMMUNITY SERVICE PROGRAM AND ASSIST WITH VARIOUS ROTARY SPONSORED OUTREACH PROGRAMS IN DEVELOPING COUNTRIES AROUND THE WORLD.

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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 (2022)

Revenue Breakdown

Contributions & Grants $376,497

Program Service Revenue $65,200

Investment Income $251

Other Revenue $93

TOTAL REVENUE $442,041

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $362,887

Other Expenses $362,887

TOTAL EXPENSES $362,887

Year-over-Year Comparison

	2022	2021	Change
Revenue	$442,041	$483,739	-0.1%
Expenses	$362,887	$416,063	-0.1%
Net Income	$79,154	$67,676	+0.2%

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

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
AIMEE WALSH	GOVERNOR	10.00	Officer	$0	$0	$0
CHARLES J POLK	GOVERNOR ELECT	8.00	Officer	$0	$0	$0
NELSON MALER	GOVERNOR NOMINEE	6.00	Officer	$0	$0	$0
KIM MEYERS	TREASURER	10.00	Officer	$0	$0	$0
CYNTHIA O'NEIL	FINANCE COMM CHAIR	4.00	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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$442,041	$362,887	$396,695	$79,154
2022	$483,739	$416,063	$315,993	$67,676
2021	$367,154	$354,019	$241,495	$13,135
2020	$341,229	$311,415	$227,544	$29,814
2019	$385,216	$398,638	$199,830	$-13,422