ROTARY CLUB OF WESTLAKE VILLAGE

EIN: 237410019

THOUSAND OAKS, CA

Total Revenue
$111,619
Total Expenses
$97,118
Total Assets
$141,162
Net Assets
$76,760
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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
CA
Principal Officer
POORNIMA PRASAD
Phone
8188894740
Tax Period
2024-07-01 to 2025-06-30

ROTARY CLUB OF WESTLAKE VILLAGE, founded in 1972, is a small nonprofit that reported $112K in total revenue in fiscal year 2024. Expenses of $97K left a modest 13% surplus.

Mission

COMMUNITY & INTERNATIONAL SERVICE

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $3,000
Program Service Revenue $94,190
Investment Income $15
Other Revenue $14,414
TOTAL REVENUE $111,619

Expense Breakdown

Grants Paid $19,617
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $37,114
Other Expenses $77,501
TOTAL EXPENSES $97,118

Year-over-Year Comparison

2024 2023 Change
Revenue $111,619 $116,740 0.0%
Expenses $97,118 $85,685 +0.1%
Net Income $14,501 $31,055 -0.5%
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

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Governance

Voting Members
11
Independent Members
11
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
3
$0
Total Directors
1
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
MARY OLSON PRESIDENT 0.00
Officer Director
$0 $0 $0
DEANN JUSTESEN SECRETARY 0.00
Officer
$0 $0 $0
POORNIMA PRASAD TREASURER 0.00
Officer
$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 $111,619 $97,118 $141,162 $14,501
2024 $116,740 $85,685 $129,315 $31,055
2023 $-28,777 $84,836 $255,241 $-113,613
2022 $88,205 $130,797 $146,766 $-42,592
2021 $52,172 $44,175 $189,134 $7,997
2020 $87,999 $116,462 $181,312 $-28,463
2019 $140,417 $110,628 $210,555 $29,789
2018 $230,249 $141,260 $261,960 $88,989
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