ROTARY DISTRICT 5300 FOUNDATION

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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

1999

Legal Domicile

Principal Officer

ROTARY DISTRICT 5300 FOUN

Phone

6265233116

Tax Period

2023-07-01 to 2024-06-30

ROTARY DISTRICT 5300 FOUNDATION, founded in 1999, is a small nonprofit in the Mutual Benefit sector that reported $127K in total revenue in fiscal year 2023. Revenue surged 73% from the prior year, signaling strong growth momentum. Expenses of $212K exceeded revenue, resulting in a 67% operating deficit.

Mission

TO SUPPORT AND INSTITUTE CHARITABLE ACTIVITIES OF LOCAL ROTARY CLUBS AND ROTARY INTERNATIONAL, TO PROVIDE MATCHING FUNDS FOR DISTRICT 5300 ROTARY CLUB'S CHARITABLE ACTIVITIES IN THE DISTRICT, AND TO ACT AS A PASSTHROUGH FOR CHARITABLE ACTIVITIES.

Program Service Accomplishments

Program 1

Expenses: $81,375 Revenue: $44,525

CLEFT PALATE ENDOWMENT - WORKING WITH ROTAPLAST INTERNATIONAL, INC. LIFE-CHANGING SURGERIES ARE PROVIDED TO THOSE WITH CLEFT LIPS AND/OR PALATES, BURN SCARRING, AND OTHER DEFORMITIES.

Program 2

Expenses: $31,000 Revenue: $30,447

THE CORAZON SUPERBUILD - IT FINANCES THE CONSTRUCTION OF HOMES FOR THE UNDERSERVED COMMUNITIES IN NORTHERN MEXICO. ROTARY DISTRICT 5300 CLUB MEMBERS VOLUNTEER THEIR LABOR, LEAD BY TRAINED AND...

THE CORAZON SUPERBUILD - IT FINANCES THE CONSTRUCTION OF HOMES FOR THE UNDERSERVED COMMUNITIES IN NORTHERN MEXICO. ROTARY DISTRICT 5300 CLUB MEMBERS VOLUNTEER THEIR LABOR, LEAD BY TRAINED AND EXPERIENCED LEAD BUILDERS, TO CONSTRUCT 16X20 HOMES FOR FAMILIES IN ONE DAY. TOGETHER, THEY ARE NOT JUST BUILDING HOUSES; THEY ARE IGNITING FUTURES FOR YOUTH, ADULTS, AND ENTIRE COMMUNITIES, CREATING PATHWAYS WHERE NONE SEEMED POSSIBLE.

Program 3

Expenses: $25,450 Revenue: $13,650

ROTARY YOUTH LEADERSHIP AWARDS(RYLA) - RYLA IS AN INTENSIVE LEADERSHIP EVENT ORGANIZED BY ROTARY CLUBS AND DISTRITCS TO DEVELOP SKILLS AS LEADER FOR PARTICIPANTS AGES 14-30. RYLA MAY TAKE THE FORM OF...

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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 $117,013

Program Service Revenue $0

Investment Income $10,229

Other Revenue $0

TOTAL REVENUE $127,242

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $194,483

Other Expenses $212,419

TOTAL EXPENSES $212,419

Year-over-Year Comparison

	2023	2022	Change
Revenue	$127,242	$73,408	+0.7%
Expenses	$212,419	$131,062	+0.6%
Net Income	$-85,177	$-57,654	+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

N/A

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
ROGER GUTIERREZ	PRESIDENT & DIRECTOR	1.00	Officer Director	$0	$0	$0
MICHAEL SODEN	CHAIRMAN & DIRECTOR	1.00	Officer Director	$0	$0	$0
FREDERICK A FINDLEY	TREASURER	4.00	Officer Director	$0	$0	$0
CARL S VON BIBRA	SECRETARY	4.00	Officer Director	$0	$0	$0
MARLA LEFLER	DIRECTOR	1.00	Director	$0	$0	$0
JOE VLIESTRA	DIRECTOR	1.00	Director	$0	$0	$0
EDWARD ABAD	DIRECTOR	1.00	Director	$0	$0	$0
CHRISTINE SMITH	DIRECTOR	1.00	Director	$0	$0	$0
RUSSELL HOLLINHURST	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL DRIEBE	VICE CHARIMAN & DIRECTOR	1.00	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	No data	No data	No data	No data
2024	$127,242	$212,419	$1,544,461	$-85,177
2023	$73,408	$131,062	$1,629,638	$-57,654
2022	$986,260	$332,398	$1,965,693	$653,862
2021	$197,741	$117,008	$1,033,430	$80,733
2020	$265,025	$155,768	$907,977	$109,257
2020	$240,583	$155,768	$421,461	$84,815
2019	$214,300	$189,928	$397,309	$24,372
2018	$185,511	$156,744	$354,393	$28,767