ROTARY CLUB OF ELK GROVE (EIN 237096625) - Form 990 Financial Analysis & Trantor Score

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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

1980

Legal Domicile

Principal Officer

NATASHA PALMER

Phone

8473735037

Tax Period

2024-07-01 to 2025-06-30

ROTARY CLUB OF ELK GROVE, founded in 1980, is a micro nonprofit that reported $82K in total revenue in fiscal year 2024. Expenses of $126K exceeded revenue, resulting in a 53% operating deficit.

Mission

THE OBJECT OF ROTARY IS TO ENCOURAGE AND FOSTER THE IDEAL OF SERVICE AS A BASIS OF WORTHY ENTERPRISE AND, IN PARTICULAR, TO ENCOURAGE AND FOSTER THE DEVELOPMENT OF ACQUAINTANCE AS AN OPPORTUNITY FOR SERVICE, HIGH ETHICAL STANDARDS IN BUSINESS.

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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 $7,890

Program Service Revenue $12,998

Investment Income $4,126

Other Revenue $57,040

TOTAL REVENUE $82,054

Expense Breakdown

Grants Paid $105,721

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $105,721

Other Expenses $19,804

TOTAL EXPENSES $125,525

Year-over-Year Comparison

	2024	2023	Change
Revenue	$82,054	$82,774	0.0%
Expenses	$125,525	$96,233	+0.3%
Net Income	$-43,471	$-13,459	+2.2%

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
BEN GREY	PAST PRESIDENT	3.00	Officer Director	$0	$0	$0
ANTONINO BONDI	TREASURER	3.00	Officer Director	$0	$0	$0
KELLY CARBON	DIRECTOR	2.00	Director	$0	$0	$0
JOHN BOURKE	SECRETARY	3.00	Officer Director	$0	$0	$0
KITTY WEINER	PRESIDENT-ELECT	2.00	Officer Director	$0	$0	$0
SHIRLANNE LEMM	DIRECTOR	2.00	Director	$0	$0	$0
BRIAN PFISTER	DIRECTOR	2.00	Director	$0	$0	$0
NATASHA PALMER	PRESIDENT	3.00	Officer Director	$0	$0	$0
BILL BEAUPRE	ROTARY FOUNDATION	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	$82,054	$125,525	$215,957	$-43,471
2024	$82,774	$96,233	$260,363	$-13,459
2021	$133,161	$22,428	$243,170	$110,733
2019	$70,890	$71,509	$168,524	$-619

ROTARY CLUB OF ELK GROVE