SANTA PAULA ROTARY CLUB BENEFIT FUN (EIN 263250887) - 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

DAVID GILLETTE

Phone

8054692536

Tax Period

2024-07-01 to 2025-06-30

SANTA PAULA ROTARY CLUB BENEFIT FUN, founded in 2008, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $56K in total revenue in fiscal year 2024. Revenue fell 48% from the prior year — a significant decline worth monitoring. Expenses of $53K left a modest 5% surplus.

Mission

CONDUCT FUND RAISING AND RECEIVE CONTRIBUTIONS TO FUND OTHER COMMUNITY ORGANIZATIONS AND TO FUND THE CHARITABLE PROJECTS OF THE ROTARY CLUB OF SANTA PAULA, AS WELL AS PROVIDE SCHOLARSHIPS AND HELP FUND COMMUNITY ACTIVITIES.

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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 $44,525

Program Service Revenue $0

Investment Income $11,358

Other Revenue $0

TOTAL REVENUE $55,883

Expense Breakdown

Grants Paid $31,187

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $50,932

Other Expenses $21,971

TOTAL EXPENSES $53,158

Year-over-Year Comparison

	2024	2023	Change
Revenue	$55,883	$106,939	-0.5%
Expenses	$53,158	$73,775	-0.3%
Net Income	$2,725	$33,164	-0.9%

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

1150

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
MARILYN APPLEBY	DIRECTOR	1.00	Director	$0	$0	$0
JENNY ARANA	DIRECTOR	1.00	Director	$0	$0	$0
BRITTANY BOTTS-VOLASKI	PRESIDENT EL	1.00	Director	$0	$0	$0
GUY COLE	TREASURER	2.00	Officer Director	$0	$0	$0
DAVID GILLETTE	PRESIDENT	1.00	Officer Director	$0	$0	$0
ROBIN GILLETTE	DIRECTOR	1.00	Director	$0	$0	$0
CARLOS JUAREZ	DIRECTOR	1.00	Director	$0	$0	$0
JOHN MARQUEZ	DIRECTOR	1.00	Director	$0	$0	$0
JUDY PHELPS	DIRECTOR	1.00	Director	$0	$0	$0
JOHN PROCTOR	DIRECTOR	1.00	Director	$0	$0	$0
SUE YAMAMOTO	DIRECTOR	1.00	Director	$0	$0	$0
MARIA BOMBARA	SECRETARY	10.00	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	$55,883	$53,158	$307,187	$2,725
2024	$106,939	$73,775	$303,643	$33,164
2023	$379,547	$315,589	$270,588	$63,958
2022	$374,792	$305,350	$211,906	$69,442
2021	$38,074	$24,919	$150,566	$13,155
2020	$292,025	$279,057	$131,459	$12,968
2019	$283,509	$249,535	$132,331	$33,974

SANTA PAULA ROTARY CLUB BENEFIT FUN