ROTARY DISTRICT 5300 FOUNDATION (EIN 954768268) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

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 CLUBS CHARITABLE ACTIVITIES IN THE DISTRICT, AND TO ACT AS A PASSTHROUGH FOR CHARITABLE ACTIVITIES.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

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

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

ROTARY DISTRICT 5300 FOUNDATION