ROTARY INTERNATIONAL DISTRICT 5170

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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

1935

Legal Domicile

Principal Officer

JILL DUERIG

Phone

4082734577

Tax Period

2024-07-01 to 2025-06-30

ROTARY INTERNATIONAL DISTRICT 5170, founded in 1935, is a small nonprofit that reported $907K in total revenue in fiscal year 2024. Revenue surged 33% from the prior year, signaling strong growth momentum.

Mission

ROTARY INTERNATIONAL DISTRICT 5170 WAS FORMED TO PROVIDE SUPPORT AND LEADERSHIP FOR ROTARY CLUBS AND THEIR MEMBERS FOR ROTARY DISTRICT 5170.

Program Service Accomplishments

Program 1

Expenses: $469,979 Revenue: $536,876

THE DISTRICT ORGANIZES VARIOUS EVENTS AND ACTIVITIES FOR ITS MEMBERS THROUGHOUT THE YEAR AND HOSTS AN ANNUAL CONFERENCE. THE CLUBS WITHIN DISTRICT 5170 INCLUDE THE FOLLOWING COUNTIES: ALAMEDA, SANTA...

Program 2

Expenses: $317,684 Revenue: $338,123

District Designated Funds: Funds to support District 5170 clubs global grant district designated funds in collaboration with District 5170 Foundations marketplace.

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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 $15,133

Program Service Revenue $874,999

Investment Income $16,578

Other Revenue $0

TOTAL REVENUE $906,710

Expense Breakdown

Grants Paid $55,000

Salaries & Benefits $77,835

Fundraising Expenses $0

Program Expenses $787,663

Other Expenses $773,292

TOTAL EXPENSES $906,127

Year-over-Year Comparison

	2024	2023	Change
Revenue	$906,710	$679,519	+0.3%
Expenses	$906,127	$662,107	+0.4%
Net Income	$583	$17,412	-1.0%

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

Volunteers

175

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
SANGITA SESHARDRI	MEMBER	2.00	Director	$0	$0	$0
SAVITA VAIDHYANATHAN	PAST DISTR. GOV	2.00	Officer Director	$0	$0	$0
RICHARD FLANDERS	MEMBER	2.00	Director	$0	$0	$0
JILL DUERIG	DISTRICT GOV	3.00	Officer Director	$0	$0	$0
JOE GORALKA	PAST TREASURER	2.00	Officer Director	$0	$0	$0
HEATHER STENSHAMN	Treasurer	3.00	Officer Director	$0	$0	$0
ORRIN MAHONEY	MEMBER	2.00	Director	$0	$0	$0
SUSAN VALENTA	PDG, CHAIR	2.00	Officer Director	$0	$0	$0
GEETA KADAMBI	DG NOMINEE	2.00	Director	$0	$0	$0
TOM POWERS	MEMBER	2.00	Director	$0	$0	$0
GREGG GIUSIANA	MEMBER	2.00	Director	$0	$0	$0
HERB RITTER	DG NOMINEE	2.00	Director	$0	$0	$0
KAREN SEMINGSON	PAST TREASURER	2.00	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	$906,710	$906,127	$582,836	$583
2024	$679,519	$662,107	$590,955	$17,412
2023	$977,597	$942,761	$534,204	$34,836
2022	$695,303	$686,446	$590,155	$8,857
2021	$294,373	$301,996	$598,919	$-7,623
2020	$311,113	$269,542	$582,393	$41,571
2019	$578,892	$631,489	$464,197	$-52,597
2018	$558,646	$510,247	$564,257	$48,399