ROTARY INTERNATIONAL DISTRICT 5150

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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

1905

Legal Domicile

Principal Officer

Steve Gross

Phone

6508146391

Tax Period

2024-07-01 to 2025-06-30

ROTARY INTERNATIONAL DISTRICT 5150, founded in 1905, is a small nonprofit that reported $551K in total revenue in fiscal year 2024. Revenue surged 48% from the prior year, signaling strong growth momentum. Expenses of $524K left a modest 5% surplus.

Mission

ADMINISTRATION OF THE ROTARY INTERNATIONAL DISTRICT

Program Service Accomplishments

Program 1

Expenses: $37,159 Revenue: $40,413

DICTIONARY PROJECT WHICH BUILDS AND EXPANDS THE DISTRIBUTION OF DICTIONARIES TO THIRD GRADERS IN MARIN SAN MATEO AND SAN FRANCISCO COUNTIES IN CALIFORNIA

Program 2

Expenses: $196,055 Revenue: $196,055

DISTRICT GRANTS ARE GIVEN TO ROTARY CLUBS WITHIN THE DISTRICT FOR THEIR HUMANITARIAN PROJECTS

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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 $376,945

Program Service Revenue $0

Investment Income $1,859

Other Revenue $172,349

TOTAL REVENUE $551,153

Expense Breakdown

Grants Paid $233,214

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $233,214

Other Expenses $291,179

TOTAL EXPENSES $524,393

Year-over-Year Comparison

	2024	2023	Change
Revenue	$551,153	$371,434	+0.5%
Expenses	$524,393	$385,611	+0.4%
Net Income	$26,760	$-14,177	-2.9%

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

100

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
STEVE WRIGHT	DISTRICT GOVENOR	25.00	Officer Director	$0	$0	$0
BOB GUTSELL	SECRETARY	2.00	Officer Director	$0	$0	$0
STEPHEN GROSS	TREASURER	10.00	Officer 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	$551,153	$524,393	$197,007	$26,760
2024	$371,434	$385,611	$268,135	$-14,177
2023	$360,011	$410,081	$198,149	$-50,070
2022	$332,066	$341,055	$278,681	$-8,989
2021	$286,923	$314,378	$263,962	$-27,455
2020	$320,855	$318,693	$254,755	$2,162
2019	$329,089	$309,465	$297,409	$19,624
2018	$338,198	$302,967	$262,291	$35,231