Rotary Club of Del Mar Foundation Trust

EIN: 330102863 501(c)(3)

Del Mar, CA

Total Revenue
$219,514
Total Expenses
$133,644
Total Assets
$369,917
Net Assets
$369,768
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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
1985
Legal Domicile
CA
Tax Period
2023-07-01 to 2024-06-30

Rotary Club of Del Mar Foundation Trust, founded in 1985, is a small nonprofit that reported $220K in total revenue in fiscal year 2023. Revenue surged 76% from the prior year, signaling strong growth momentum. The organization ran a surplus of $86K, a strong 39% operating margin.

Mission

Educational & Charitable

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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 (2023)

Revenue Breakdown

Contributions & Grants $202,783
Program Service Revenue $0
Investment Income $16,731
Other Revenue $0
TOTAL REVENUE $219,514

Expense Breakdown

Grants Paid $132,344
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $132,344
Other Expenses $1,300
TOTAL EXPENSES $133,644

Year-over-Year Comparison

2023 2022 Change
Revenue $219,514 $125,055 +0.8%
Expenses $133,644 $92,076 +0.5%
Net Income $85,870 $32,979 +1.6%
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

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Governance

Voting Members
5
Independent Members
5
Employees
N/A
Volunteers
5

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
5
$0
Total Directors
0
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Janice Kurth President 1.00
Officer
$0 $0 $0
Pat Kurtz Director 0.25
Officer
$0 $0 $0
Don Fipps Secretary 0.25
Officer
$0 $0 $0
Vickie Barks Director 0.50
Officer
$0 $0 $0
Kathy Reed Treasurer 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
2024 $219,514 $133,644 $369,917 $85,870
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