LA JOLLA GOLDEN TRIANGLE ROTARY CLUB FOUNDATION (EIN 330385197) - 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

1989

Legal Domicile

Principal Officer

STEPHEN R BROWN

Phone

8586923310

Tax Period

2024-07-01 to 2025-06-30

LA JOLLA GOLDEN TRIANGLE ROTARY CLUB FOUNDATION, founded in 1989, is a small nonprofit that reported $220K in total revenue in fiscal year 2024. Revenue grew 19% year-over-year, indicating healthy expansion.

Mission

TO ASSIST PEOPLE IN NEED

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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 $219,840

Program Service Revenue $0

Investment Income $370

Other Revenue $0

TOTAL REVENUE $220,210

Expense Breakdown

Grants Paid $240,734

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $241,250

Other Expenses $606

TOTAL EXPENSES $241,340

Year-over-Year Comparison

	2024	2023	Change
Revenue	$220,210	$184,831	+0.2%
Expenses	$241,340	$172,557	+0.4%
Net Income	$-21,130	$12,274	-2.7%

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

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
STEVE BROWN	Treasurer	10.00	Officer Director	$0	$0	$0
TONY GRILLO	Vice President	1.00	Officer Director	$0	$0	$0
ALEX MONROE	President	1.00	Officer Director	$0	$0	$0
SARA MICELI	Director	1.00	Director	$0	$0	$0
LUKE ERVIN	Director	1.00	Director	$0	$0	$0
ERIK MJOEN	Director	1.00	Director	$0	$0	$0
CHRISTY WHITE	Secretary	1.00	Officer Director	$0	$0	$0
MELANIE GESCHWIND	Director	1.00	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
2025	$220,210	$241,340	$171,895	$-21,130
2024	$184,831	$172,557	$193,025	$12,274
2023	$287,590	$349,697	$180,751	$-62,107
2022	$438,011	$333,126	$242,858	$104,885
2021	$213,581	$406,559	$137,973	$-192,978
2020	$469,784	$489,142	$330,951	$-19,358
2019	$589,235	$479,574	$350,309	$109,661

LA JOLLA GOLDEN TRIANGLE ROTARY CLUB FOUNDATION