Rotary International District 5000 (EIN 996005271) - 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

1938

Legal Domicile

Principal Officer

Naomi Masuno

Phone

8085368778

Tax Period

2024-07-01 to 2025-06-30

Rotary International District 5000, founded in 1938, is a small nonprofit that reported $313K in total revenue in fiscal year 2024. Revenue decreased 10% compared to the prior year.

Mission

Support and enhance Rotary clubs through district conferences, district assemblies, training seminars and other conferences and programs on pertinent Rotary policies, procedures and other matters for club officers, directors and members.

🔒

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 (2024)

Revenue Breakdown

Contributions & Grants $204,212

Program Service Revenue $101,242

Investment Income $7,128

Other Revenue $0

TOTAL REVENUE $312,582

Expense Breakdown

Grants Paid $69,009

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $296,606

Other Expenses $240,574

TOTAL EXPENSES $309,583

Year-over-Year Comparison

	2024	2023	Change
Revenue	$312,582	$346,658	-0.1%
Expenses	$309,583	$345,990	-0.1%
Net Income	$2,999	$668	+3.5%

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

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
Ted Faigle	District Governor	20.00	Officer Director	$0	$0	$0
Naomi Masuno	Finance Committee Chair	5.00	Officer Director	$0	$0	$0
Phil Sammer	Finance Commmittee Member	2.00	Director	$0	$0	$0
Tom Lodico	District Treasurer	5.00	Officer Director	$0	$0	$0
Rich Proctor	Finance Committee Member	2.00	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	$312,582	$309,583	$276,319	$2,999
2024	$346,658	$345,990	$273,320	$668
2023	$341,289	$341,262	$272,652	$27
2022	$325,787	$312,899	$272,625	$12,888
2021	$202,614	$201,210	$259,737	$1,404
2020	$236,509	$219,446	$259,833	$17,063
2019	$365,744	$358,435	$241,270	$7,309
2018	$338,082	$282,977	$233,961	$55,105

Rotary International District 5000