ROTARY INTERNATIONAL DISTRICT 5280 (EIN 953297660) - 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

1957

Legal Domicile

Principal Officer

LEE STACY

Phone

3104757344

Tax Period

2023-07-01 to 2024-06-30

ROTARY INTERNATIONAL DISTRICT 5280, founded in 1957, is a small nonprofit that reported $897K in total revenue in fiscal year 2023. Revenue surged 194% from the prior year, signaling strong growth momentum.

Mission

TO PROVIDE EVENTS WHICH PROMOTE MEMBERSHIP, RECOGNIZE SERVICE ACHIEVEMENTS AND PROMOTE ORGANIZATIONAL CAUSES.

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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 $315,282

Program Service Revenue $572,818

Investment Income $8,570

Other Revenue $444

TOTAL REVENUE $897,114

Expense Breakdown

Grants Paid $139,940

Salaries & Benefits $89,893

Fundraising Expenses $0

Program Expenses $870,875

Other Expenses $692,692

TOTAL EXPENSES $922,525

Year-over-Year Comparison

	2023	2022	Change
Revenue	$897,114	$304,773	+1.9%
Expenses	$922,525	$351,467	+1.6%
Net Income	$-25,411	$-46,694	-0.5%

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

150

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	Role	Reportable Comp	Other Comp	Total
ALBERT HERNANDEZ	DISTRICT GOVERNOR ELECT	Officer	$0	$0	$0
ALEX PARAJON	DISTRICT GOVERNOR NOMINEE	Officer	$0	$0	$0
OLIVIA PATTERSON - RYANS	PAST DISTRICT GOVERNOR	Officer	$0	$0	$0
MAKIKO NAKASONE	DISTRICT GOVERNOR	Officer	$0	$0	$0
GORDON FELL	TREASURER	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	$897,114	$922,525	$262,529	$-25,411
2023	$304,773	$351,467	$287,639	$-46,694
2019	$210,921	$178,887	$257,942	$32,034

ROTARY INTERNATIONAL DISTRICT 5280