Rotary District 5000 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

1998

Legal Domicile

Principal Officer

Sharon Amano

Phone

8083489834

Tax Period

2024-07-01 to 2025-06-30

Rotary District 5000 Foundation, founded in 1998, is a small nonprofit in the Education sector that reported $355K in total revenue in fiscal year 2024. Revenue fell 89% from the prior year — a significant decline worth monitoring. Expenses of $1.9M exceeded revenue, resulting in a 448% operating deficit.

Mission

Youth education, community welfare and support.

Program Service Accomplishments

Program 1

Expenses: $11,000

Private scholarships for education.

Program 2

Expenses: $95,139

Community park renovations

Program 3

Expenses: $1,828,992

Contributions to community welfare programs, primarily Maui Wild Fire relief and support.

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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 $291,372

Program Service Revenue $0

Investment Income $63,736

Other Revenue $0

TOTAL REVENUE $355,108

Expense Breakdown

Grants Paid $1,839,992

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,935,131

Other Expenses $105,336

TOTAL EXPENSES $1,945,328

Year-over-Year Comparison

	2024	2023	Change
Revenue	$355,108	$3,334,589	-0.9%
Expenses	$1,945,328	$1,149,515	+0.7%
Net Income	$-1,590,220	$2,185,074	-1.7%

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

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
Dave Hamil	President	2.00	Officer Director	$0	$0	$0
Sandy Matsui	Vice President	2.00	Officer Director	$0	$0	$0
Mary Ann Berry	Secretary	2.00	Officer Director	$0	$0	$0
Sharon Amano	Treasurer	4.00	Officer Director	$0	$0	$0
Nestorio Domingo	Director	1.00	Director	$0	$0	$0
Tom Lodico	Director	1.00	Director	$0	$0	$0
Mary Albitz	Director	1.00	Director	$0	$0	$0
Dr Daniel Murariu	Director	1.00	Director	$0	$0	$0
Del Green	Director	1.00	Director	$0	$0	$0
Sonya Mendez	Vice President - partial year	2.00	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	$355,108	$1,945,328	$1,006,343	$-1,590,220
2024	$3,334,589	$1,149,515	$2,596,563	$2,185,074
2023	$249,488	$201,964	$411,489	$47,524
2022	$202,891	$134,566	$363,965	$68,325
2021	$368,853	$325,458	$295,640	$43,395
2020	$171,772	$388,205	$252,245	$-216,433
2019	$191,429	$161,466	$468,678	$29,963
2018	$422,294	$168,297	$438,715	$253,997