THE ROTARY CLUB OF CHICO FOUNDATION (EIN 237072484) - 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

1969

Legal Domicile

Principal Officer

SYL LUCENA

Phone

5303451605

Tax Period

2022-07-01 to 2023-06-30

THE ROTARY CLUB OF CHICO FOUNDATION, founded in 1969, is a small nonprofit in the Community Improvement sector that reported $119K in total revenue in fiscal year 2022. Revenue decreased 16% compared to the prior year. Net assets of $1.9M represent 196 months of operating reserves.

Mission

TO PROVIDE HUMANITARIAN SERVICE, ENCOURAGE HIGH ETHICAL STANDARDS IN ALL VOCATIONS, AND HELP BUILD GOODWILL AND PEACE IN THE WORLD.

🔒

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 (2022)

Revenue Breakdown

Contributions & Grants $86,556

Program Service Revenue $0

Investment Income $41,434

Other Revenue $-9,242

TOTAL REVENUE $118,748

Expense Breakdown

Grants Paid $48,324

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $88,483

Other Expenses $70,970

TOTAL EXPENSES $119,294

Year-over-Year Comparison

	2022	2021	Change
Revenue	$118,748	$140,978	-0.2%
Expenses	$119,294	$189,324	-0.4%
Net Income	$-546	$-48,346	-1.0%

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

200

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
SYL LUCENA	CHAIRMAN	2.00	Officer Director	$0	$0	$0
ANASTACIA SNYDER LANDO	VICE CHAIR	2.00	Officer Director	$0	$0	$0
TADD BROTHERS	TREASURER	2.00	Officer Director	$0	$0	$0
ROB REDDEMAN	SECRETARY	2.00	Officer Director	$0	$0	$0
ANITA BARKER	BOARD MEMBER	1.00	Director	$0	$0	$0
ROBERT BRACEWELL	BOARD MEMBER	1.00	Director	$0	$0	$0
KAYLEE BRANDT	BOARD MEMBER	1.00	Director	$0	$0	$0
RICHARD MATSON	BOARD MEMBER	1.00	Director	$0	$0	$0
JUDY SITTON	BOARD MEMBER	1.00	Director	$0	$0	$0
RICHARD STEIN	BOARD MEMBER	1.00	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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$118,748	$119,294	$1,964,324	$-546
2022	$140,978	$189,324	$1,815,499	$-48,346
2021	$315,590	$176,071	$2,128,855	$139,519
2020	$162,842	$152,620	$1,700,414	$10,222
2019	$232,628	$171,843	$1,749,261	$60,785
2018	$233,478	$115,910	$1,688,817	$117,568

THE ROTARY CLUB OF CHICO FOUNDATION