SANTA MONICA ROTARY CLUB FOUNDATION C/O LOPEZ & JACKSON (EIN 237137844) - 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

1972

Legal Domicile

Principal Officer

DOROTHY MENZIES

Phone

3104518871

Tax Period

2022-07-01 to 2023-06-30

SANTA MONICA ROTARY CLUB FOUNDATION C/O LOPEZ & JACKSON, founded in 1972, is a micro nonprofit in the Community Improvement sector that reported $96K in total revenue in fiscal year 2022. Revenue fell 68% from the prior year — a significant decline worth monitoring. Expenses of $210K exceeded revenue, resulting in a 118% operating deficit.

Mission

SOCIAL AND COMMUNITY WELFARE

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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 (2022)

Revenue Breakdown

Contributions & Grants $56,985

Program Service Revenue $0

Investment Income $39,286

Other Revenue $20

TOTAL REVENUE $96,291

Expense Breakdown

Grants Paid $129,905

Salaries & Benefits $0

Fundraising Expenses $30

Program Expenses $191,940

Other Expenses $80,179

TOTAL EXPENSES $210,084

Year-over-Year Comparison

	2022	2021	Change
Revenue	$96,291	$302,239	-0.7%
Expenses	$210,084	$253,816	-0.2%
Net Income	$-113,793	$48,423	-3.3%

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
DAVID BOHN	VICE PRESIDENT	0.30	Officer Director	$0	$0	$0
CAROL O JACKSON	TREASURER	1.00	Officer Director	$0	$0	$0
RICHARD LAWRENCE	TRUSTEE	0.30	Director	$0	$0	$0
JUDY NEVEAU	SECRETARY	0.50	Officer Director	$0	$0	$0
HAROLD H QUIGLEY	TRUSTEE	0.30	Director	$0	$0	$0
NATHANIEL TRIVES	TRUSTEE	0.30	Director	$0	$0	$0
DOROTHY MENZIES	PRESIDENT	1.00	Officer Director	$0	$0	$0
TOM LOO	TRUSTEE	0.30	Director	$0	$0	$0
BILL POWELL	TRUSTEE	0.30	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	$96,291	$210,084	$1,028,663	$-113,793
2022	$302,239	$253,816	$1,049,124	$48,423
2021	$305,568	$189,449	$1,000,153	$116,119
2020	$244,700	$286,113	$874,190	$-41,413
2019	$241,270	$220,292	$924,167	$20,978

SANTA MONICA ROTARY CLUB FOUNDATION C/O LOPEZ & JACKSON