ROTARY CLUB OF CORONADO FOUNDATION (EIN 330383371) - 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

1988

Legal Domicile

Principal Officer

CHRISTINE KEYES

Phone

6194358334

Tax Period

2024-07-01 to 2025-06-30

ROTARY CLUB OF CORONADO FOUNDATION, founded in 1988, is a small nonprofit in the Human Services sector that reported $742K in total revenue in fiscal year 2024. Revenue surged 41% from the prior year, signaling strong growth momentum. The organization ran a surplus of $125K, a strong 17% operating margin.

Mission

SERVICE ABOVE SELF. ENCOURAGE AND FOSTER THE IDEA OF SERVICE AS A BASIS OF WORTHY ENTERPRISE.

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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 $732,127

Program Service Revenue $0

Investment Income $11,219

Other Revenue $-852

TOTAL REVENUE $742,494

Expense Breakdown

Grants Paid $447,885

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $589,020

Other Expenses $169,261

TOTAL EXPENSES $617,146

Year-over-Year Comparison

	2024	2023	Change
Revenue	$742,494	$526,880	+0.4%
Expenses	$617,146	$412,160	+0.5%
Net Income	$125,348	$114,720	+0.1%

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

256

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

$16,436

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PATRICK STARKE	PRESIDENT	10.00	Officer Director	$0	$0	$0
NATALIE BAILEY	PRESIDENT-ELECT	5.00	Officer Director	$0	$0	$0
KAROL MCCLELLAND	TREASURER	3.00	Officer Director	$0	$0	$0
JANE WILLIAMS	SECRETARY	2.00	Officer Director	$0	$0	$0
ROBERT RUTHERFORD	IMMEDIATE PAST-PRESIDENT	5.00	Officer Director	$0	$0	$0
DAVE LANDON	DIRECTOR	2.00	Director	$0	$0	$0
RICK WILCOXON	DIRECTOR	2.00	Director	$0	$0	$0
MARV HEINZ	DIRECTOR	2.00	Director	$0	$0	$0
STEPHANIE ANDERSON	DIRECTOR	2.00	Director	$0	$0	$0
JOHN MCCANN	DIRECTOR	2.00	Director	$0	$0	$0
CHRISTINE KEYES	DIRECTOR	2.00	Director	$0	$0	$0
DEBORAH MCBRIDE	EXECUTIVE DIRECTOR	40.00	Officer	$0	$0	$16,436

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	$742,494	$617,146	$703,172	$125,348
2024	No data	No data	No data	No data
2023	$627,279	$643,432	$995,791	$-16,153
2022	$475,387	$414,974	$957,685	$60,413
2021	$487,532	$327,671	$954,087	$159,861
2020	$359,488	$374,709	$828,708	$-15,221
2019	$387,470	$375,471	$809,334	$11,999
2018	$427,595	$402,736	$782,194	$24,859

ROTARY CLUB OF CORONADO FOUNDATION