REDLANDS ROTARY CLUB FOUNDATION

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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

Principal Officer

CALVIN B BOOTHBY

Phone

9512013481

Tax Period

2023-07-01 to 2024-06-30

REDLANDS ROTARY CLUB FOUNDATION, founded in 1985, is a small nonprofit in the Community Improvement sector that reported $171K in total revenue in fiscal year 2023. Net assets of $599K represent 42 months of operating reserves.

Mission

THE FOUNDATION'S PRIMARY MISSION IS TO PROMOTE CITIZENSHIP, COMMUNITY WELL BEING AND EDUCATIONAL SUPPORT THROUGH THE COLLECTION AND DISBURSEMENT OF FUNDS.

Program Service Accomplishments

Program 1

Expenses: $168,509 Revenue: $90,700

FUNDS RECEIVED ARE DISTRIBUTED TO THE COMMUNITY, VOCATIONAL SERVICES AND INTERNATIONAL SERVICES THROUGH SCHOLARSHIPS, AWARDS, STUDENT EXCHANGE AND YOUTH SPORTS PROGRAMS, AND AID TO THE HANDICAPPED...

FUNDS RECEIVED ARE DISTRIBUTED TO THE COMMUNITY, VOCATIONAL SERVICES AND INTERNATIONAL SERVICES THROUGH SCHOLARSHIPS, AWARDS, STUDENT EXCHANGE AND YOUTH SPORTS PROGRAMS, AND AID TO THE HANDICAPPED AND SENIOR CITIZENS.

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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 $126,790

Program Service Revenue $0

Investment Income $22,611

Other Revenue $21,213

TOTAL REVENUE $170,614

Expense Breakdown

Grants Paid $115,200

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $168,509

Other Expenses $62,344

TOTAL EXPENSES $177,544

Year-over-Year Comparison

	2023	2022	Change
Revenue	$170,614	$161,902	+0.1%
Expenses	$177,544	$227,460	-0.2%
Net Income	$-6,930	$-65,558	-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

N/A

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
CHRIS ALVAREZ	PRESIDENT	0.50	Officer Director	$0	$0	$0
THOMAS JACKSON	PRESIDENT-ELECT	0.50	Director	$0	$0	$0
JENNIFER DANIEL	PAST PRESIDENT	0.50	Director	$0	$0	$0
VICTORIA MARSHALL	SECRETARY	0.50	Officer Director	$0	$0	$0
DIANNA LAWSON	DIRECTOR	0.50	Director	$0	$0	$0
WOLFGANG HALL	DIRECTOR	0.50	Director	$0	$0	$0
DAVE BYERS	DIRECTOR	0.50	Director	$0	$0	$0
THOMAS JACKSON	DIRECTOR	0.50	Director	$0	$0	$0
ROB CLIZBE	DIRECTOR	0.50	Director	$0	$0	$0
ROBERT TINCHER	DIRECTOR	0.50	Director	$0	$0	$0
CALVIN BOOTHBY	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
2025	No data	No data	No data	No data
2024	$170,614	$177,544	$598,840	$-6,930
2023	$161,902	$227,460	$568,998	$-65,558
2022	$172,244	$45,749	$604,182	$126,495
2021	$74,736	$65,125	$617,345	$9,611
2020	$80,466	$73,139	$470,499	$7,327
2019	$110,548	$96,340	$496,230	$14,208
2018	$145,806	$87,964	$504,269	$57,842