ROTARY INTERNATIONAL DISTRICT 5100 (EIN 943131764) - 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

2003

Legal Domicile

Principal Officer

JEANNINE MURRELL

Phone

5036055100

Tax Period

2024-07-01 to 2025-06-30

ROTARY INTERNATIONAL DISTRICT 5100, founded in 2003, is a small nonprofit that reported $600K in total revenue in fiscal year 2024. Revenue decreased 9% compared to the prior year.

Mission

PROVIDE LEADERSHIP TRAINING TO MEMBERS OF ROTARY CLUBS WITHIN THE DISTRICT.

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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 $295,506

Program Service Revenue $282,319

Investment Income $0

Other Revenue $21,767

TOTAL REVENUE $599,592

Expense Breakdown

Grants Paid $0

Salaries & Benefits $29,894

Fundraising Expenses $0

Program Expenses $449,808

Other Expenses $599,959

TOTAL EXPENSES $629,853

Year-over-Year Comparison

	2024	2023	Change
Revenue	$599,592	$655,409	-0.1%
Expenses	$629,853	$656,160	0.0%
Net Income	$-30,261	$-751	+39.3%

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

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
RENEE FONTENOT	DGD	3.00	Director	$0	$0	$0
PAT WOLFRAM	MEMBER	10.00	Director	$0	$0	$0
CINDY JONES	MEMBER	10.00	Director	$0	$0	$0
JEANNINE MURRELL	IMMEDIATE PAST DISTRICT GOVERNOR	35.00	Officer Director	$0	$0	$0
SUSANNE HOLMBERG	DGN	20.00	Officer Director	$0	$0	$0
ANDY ANDERSON	TREASURER	0.00	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	$599,592	$629,853	$482,357	$-30,261
2024	$655,409	$656,160	$478,981	$-751
2023	$676,561	$709,688	$499,165	$-33,127
2022	$494,960	$491,697	$544,257	$3,263
2021	$358,402	$394,059	$445,508	$-35,657
2020	$630,130	$597,962	$483,120	$32,168
2019	$635,101	$650,742	$527,061	$-15,641
2018	$645,963	$584,594	$492,663	$61,369

ROTARY INTERNATIONAL DISTRICT 5100