PARADISE ROTARY FOUNDATION (EIN 262754805) - 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

2008

Legal Domicile

Principal Officer

Maureen Wiesner

Phone

5308776793

Tax Period

2023-07-01 to 2024-06-30

PARADISE ROTARY FOUNDATION, founded in 2008, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $57K in total revenue in fiscal year 2023. Revenue surged 55% from the prior year, signaling strong growth momentum. Expenses of $171K exceeded revenue, resulting in a 199% operating deficit.

Mission

TO SOLICIT, RAISE, HOLD, MANAGE, AND DISBURSE FUNDS TO PROVIDE FINANCIAL SUPPORT TO LOCAL AND INTERNATIONAL CAUSES SUPPORTED BY THE CORPORATION AND THE PARADISE ROTARY CLUB, OF PARADISE, CALIFORNIA, AS A MEMBER OF ROTARY INTERNATIONAL, AND TO CARRY ON OTHER CHARITABLE AND EDUCATIONAL ACTIVITIES ASSOCIATED WITH THESE GOALS.

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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 (2023)

Revenue Breakdown

Contributions & Grants $44,105

Program Service Revenue $0

Investment Income $13,120

Other Revenue $0

TOTAL REVENUE $57,225

Expense Breakdown

Grants Paid $168,500

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $168,500

Other Expenses $2,458

TOTAL EXPENSES $170,958

Year-over-Year Comparison

	2023	2022	Change
Revenue	$57,225	$36,971	+0.5%
Expenses	$170,958	$109,965	+0.6%
Net Income	$-113,733	$-72,994	+0.6%

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
MARK THORP	Director	1.00	Director	$0	$0	$0
SONNY VENTIMIGLIO	Director	1.00	Director	$0	$0	$0
KELLY GORDON	Director	1.00	Director	$0	$0	$0
DAN APPEL	Director	1.00	Director	$0	$0	$0
DEAN FENDER	Director	1.00	Director	$0	$0	$0
RON JONES	Director	1.00	Director	$0	$0	$0
Maureen Wiesner	President	5.00	Officer	$0	$0	$0
Larry Hartt	Secretary	5.00	Officer	$0	$0	$0
JERRY ARMOUR	Treasurer	5.00	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	No data	No data	No data	No data
2024	$57,225	$170,958	$180,872	$-113,733
2023	$36,971	$109,965	$354,605	$-72,994
2022	$43,707	$513,013	$502,543	$-469,306
2021	$67,979	$439,558	$1,093,138	$-371,579
2020	$291,903	$1,008,772	$1,701,783	$-716,869
2019	$1,987,704	$125,423	$1,904,002	$1,862,281

PARADISE ROTARY FOUNDATION