CARLSBAD HI-NOON ROTARY CLUB FOUND… - Form 990 Financial Data

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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

1989

Legal Domicile

Phone

8587553044

Tax Period

2019-07-01 to 2020-06-30

CARLSBAD HI-NOON ROTARY CLUB FOUNDATION, founded in 1989, is a micro nonprofit that reported $67K in total revenue in fiscal year 2019. Revenue fell 28% from the prior year — a significant decline worth monitoring. Expenses of $89K exceeded revenue, resulting in a 33% operating deficit.

Mission

EDUCATION AND GENERAL COMMUNITY SERVICES

Program Service Accomplishments

Program 1

Expenses: $88,503

PROMOTE THE ADVANCEMENT OF EDUCATION, PARTICIPATE IN GENERAL COMMUNITY SERVICES, AND TO ASSIST OTHER CHARITABLE ORGANIZATIONS WITHIN THE CITY OF CARLSBAD, CALIFORNIA.

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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 (2019)

Revenue Breakdown

Contributions & Grants $6,576

Program Service Revenue $0

Investment Income $14,059

Other Revenue $46,433

TOTAL REVENUE $67,068

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $88,503

Other Expenses $88,944

TOTAL EXPENSES $88,944

Year-over-Year Comparison

	2019	2018	Change
Revenue	$67,068	$93,679	-0.3%
Expenses	$88,944	$54,723	+0.6%
Net Income	$-21,876	$38,956	-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

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

100

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
LISA WALSH	President	2.00	Officer Director	$0	$0	$0
KIP MCBANE	Secretary	2.00	Officer Director	$0	$0	$0
ERIC LODGE	Treasurer	2.00	Officer Director	$0	$0	$0
TRACY CARMICHAEL	Director	2.00	Director	$0	$0	$0
TOM APPLEGATE	Director	2.00	Director	$0	$0	$0
ROCCO CIESCO	Director	2.00	Director	$0	$0	$0
ROBERT HARTSFIELD	Vice President	2.00	Officer Director	$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
2020	$67,068	$88,944	$321,958	$-21,876
2019	$93,679	$54,723	$347,518	$38,956

CARLSBAD HI-NOON ROTARY CLUB FOUNDATION