ROTARY INTERNATIONAL D5170 LOS GATOS MORNING CA USA (EIN 260069064) - 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

2003

Legal Domicile

Principal Officer

RICHARD D SCHMIDT

Phone

4083587344

Tax Period

2018-07-01 to 2019-06-30

ROTARY INTERNATIONAL D5170 LOS GATOS MORNING CA USA, founded in 2003, is a micro nonprofit that reported $47K in total revenue in fiscal year 2018. Revenue decreased 8% compared to the prior year. Expenses of $54K exceeded revenue, resulting in a 16% operating deficit.

Mission

THE OBJECT OF ROTARY IS TO ENCOURAGE AND FOSTER THE IDEA OF SERVICE TO OTHERS AS A WORTHY ENTERPRISE. THE MOTTO OF ROTARY IS "SERVICE ABOVE SELF".

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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 (2018)

Revenue Breakdown

Contributions & Grants $15,986

Program Service Revenue $30,575

Investment Income $0

Other Revenue $0

TOTAL REVENUE $46,561

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $51,153

Other Expenses $53,932

TOTAL EXPENSES $53,932

Year-over-Year Comparison

	2018	2017	Change
Revenue	$46,561	$50,782	-0.1%
Expenses	$53,932	$52,907	+0.0%
Net Income	$-7,371	$-2,125	+2.5%

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

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
MATTHEW SCHAFNITZ	Director	1.00	Director	$0	$0	$0
CHRIS MILLER	YOUTH SERVICE	1.00	Director	$0	$0	$0
MICAELA PARSONS	CLUB SERVICE	1.00	Director	$0	$0	$0
JENNY BELSER	MEMBERSHIP	1.00	Director	$0	$0	$0
MARGARET MCINERNEY	CLUB FOUNDATION	2.00	Director	$0	$0	$0
BILL PARKIN	TRF CHAIR	1.00	Director	$0	$0	$0
LISA SIEBER	INT'L SERVICE	1.00	Director	$0	$0	$0
MOLLY PERRY	Director	1.00	Director	$0	$0	$0
SCOTT SAVAGE	COMM SERVICE	1.00	Director	$0	$0	$0
MOIRA SULLIVAN	IMM PAST-PRES	1.00	Officer	$0	$0	$0
ELAINE SEID	Secretary	2.00	Officer	$0	$0	$0
RON LYKINS	Treasurer	2.00	Officer	$0	$0	$0
RICHARD D SCHMIDT	President	4.00	Officer	$0	$0	$0
TREVOR SCHWARTZ	PRES-ELECT	1.00	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
2019	$46,561	$53,932	$55,021	$-7,371
2018	$50,782	$52,907	$61,185	$-2,125

ROTARY INTERNATIONAL D5170 LOS GATOS MORNING CA USA