ROTARY INTERNATIONAL DISTRICT 5240 (EIN 953571619) - 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

1982

Legal Domicile

Phone

8052167277

Tax Period

2024-07-01 to 2025-06-30

ROTARY INTERNATIONAL DISTRICT 5240, founded in 1982, is a small nonprofit that reported $255K in total revenue in fiscal year 2024.

Mission

TO PROVIDE PUBLIC AND CHARITABLE SERVICES AND TO PROMOTE PEACE THROUGH SERVICE.

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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 $0

Program Service Revenue $176,184

Investment Income $86

Other Revenue $78,255

TOTAL REVENUE $254,525

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $184,045

Other Expenses $255,317

TOTAL EXPENSES $255,317

Year-over-Year Comparison

	2024	2023	Change
Revenue	$254,525	$244,809	+0.0%
Expenses	$255,317	$211,803	+0.2%
Net Income	$-792	$33,006	-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

N/A

Employees

N/A

Volunteers

N/A

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
MARGARIDA EIDSON	DISTR GOV NOMIN	20.00	Officer	$0	$0	$0
MIKE DUTRA	DISTR GOV ELECT	20.00	Officer	$0	$0	$0
MARTA GOLDING BROWN	VICE CHAIR	20.00	Officer	$0	$0	$0
MICHELLE CARRETTO FELDMAN	Secretary	20.00	Officer	$0	$0	$0
SHERRY SIM	DIST GOV CHAIR	20.00	Officer	$0	$0	$0
KAY PITTS	Director	20.00	Officer	$0	$0	$0
LEE CARROLL	Treasurer	20.00	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	$254,525	$255,317	$393,890	$-792
2024	$244,809	$211,803	$395,222	$33,006
2020	$221,346	$228,618	$265,435	$-7,272
2019	$293,081	$292,749	$235,106	$332

ROTARY INTERNATIONAL DISTRICT 5240