ROTARY INTERNATIONAL - DISTRICT 5220 (EIN 943039825) - 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

1998

Legal Domicile

Principal Officer

SHERRY COTTA

Phone

2096496912

Tax Period

2023-07-01 to 2024-06-30

ROTARY INTERNATIONAL - DISTRICT 5220, founded in 1998, is a small nonprofit that reported $226K in total revenue in fiscal year 2023. Expenses of $284K exceeded revenue, resulting in a 26% operating deficit.

Mission

TO PROVIDE AND FUND YOUTH AND HUMANITARIAN PROGRAMS

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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 $0

Program Service Revenue $220,277

Investment Income $5,962

Other Revenue $0

TOTAL REVENUE $226,239

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $283,990

Other Expenses $283,990

TOTAL EXPENSES $283,990

Year-over-Year Comparison

	2023	2022	Change
Revenue	$226,239	N/A	N/A
Expenses	$283,990	N/A	N/A
Net Income	$-57,751	N/A	N/A

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

N/A

Employees

N/A

Volunteers

1750

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
JANE WINNING	DGE	10.00	Director	$0	$0	$0
CHRIS DALY	Director	30.00	Officer	$0	$0	$0
SHERRY COTTA	Treasurer	10.00	Officer	$0	$0	$0
WAQAR RIZVI	GOVERNO	10.00	Officer	$0	$0	$0
DIANA BARDEN	Secretary	10.00	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	$226,239	$283,990	$241,003	$-57,751
2021	$140,745	$71,301	$344,799	$69,444
2020	$200,640	$209,856	$247,963	$-9,216
2019	$262,972	$272,167	$256,619	$-9,195
2018	$266,039	$278,526	$294,525	$-12,487

ROTARY INTERNATIONAL - DISTRICT 5220