Rotary District 5170 Foundation (EIN 943016176) - Form 990 Financial Analysis & Trantor Score

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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

1988

Legal Domicile

Principal Officer

Mary Humphrey CPA

Phone

4088474330

Tax Period

2023-07-01 to 2024-06-30

Rotary District 5170 Foundation, founded in 1988, is a small nonprofit in the Community Improvement sector that reported $276K in total revenue in fiscal year 2023. Revenue fell 43% from the prior year — a significant decline worth monitoring.

Mission

THE MISSION OF THE FOUNDATION IS TO ENCOURAGE THE CHARITABLE ACTIVITIES OF ITS PARTICIPANTS BY PROVIDING A VEHICLE FOR THE ADMINISTRATION AND DISTRIBUTION OF CHARITABLE CONTRIBUTIONS.

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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 $276,472

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $276,472

Expense Breakdown

Grants Paid $271,833

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $271,833

Other Expenses $1,951

TOTAL EXPENSES $273,784

Year-over-Year Comparison

	2023	2022	Change
Revenue	$276,472	$484,667	-0.4%
Expenses	$273,784	$325,951	-0.2%
Net Income	$2,688	$158,716	-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

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
Hung Wei	Director	1.00	Director	$0	$0	$0
Herb Ritter	Director	1.00	Director	$0	$0	$0
Jim Bell	Director	1.00	Director	$0	$0	$0
Kathy Coyle	Director	1.00	Director	$0	$0	$0
Richard Schoelerman	Director	1.00	Director	$0	$0	$0
Mary Humphrey	Treasurer	2.00	Officer	$0	$0	$0
Orrin Mahoney	Chairman	2.00	Officer	$0	$0	$0
Jill Duerig	Secretary	2.00	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	$276,472	$273,784	$500,141	$2,688
2023	$484,667	$325,951	$497,453	$158,716
2022	$325,412	$309,883	$338,737	$15,529
2021	$277,151	$237,531	$323,208	$39,620
2020	$262,805	$318,665	$283,588	$-55,860
2019	$442,016	$592,487	$339,448	$-150,471
2018	$373,617	$281,671	$489,919	$91,946

Rotary District 5170 Foundation