Palos Verdes Peninsula Rotary Foundation (EIN 330435321) - 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

1990

Legal Domicile

Phone

3105420011

Tax Period

2023-07-01 to 2024-06-30

Palos Verdes Peninsula Rotary Foundation, founded in 1990, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $168K in total revenue in fiscal year 2023. Revenue surged 283% from the prior year, signaling strong growth momentum. The organization ran a surplus of $56K, a strong 34% operating margin.

Mission

TO PROVIDE PHILANTHROPIC SUPPORT FOR COMMUNITY ORGANIZATIONS.

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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 $68,740

Program Service Revenue $0

Investment Income $73,727

Other Revenue $25,285

TOTAL REVENUE $167,752

Expense Breakdown

Grants Paid $104,882

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $104,882

Other Expenses $6,392

TOTAL EXPENSES $111,274

Year-over-Year Comparison

	2023	2022	Change
Revenue	$167,752	$43,749	+2.8%
Expenses	$111,274	$54,453	+1.0%
Net Income	$56,478	$-10,704	-6.3%

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
Donna Duperon	BOARD MEMBER	1.00	Director	$0	$0	$0
JOHN STILLO	Treasurer	5.00	Officer Director	$0	$0	$0
Lindsey Glass	BOARD MEMBER	1.00	Director	$0	$0	$0
DERALD SIDLER	President	2.00	Officer Director	$0	$0	$0
CHRISTINE BARNAKI	Secretary	1.00	Officer Director	$0	$0	$0
Eileen Hupp	BOARD MEMBER	1.00	Director	$0	$0	$0
DUNCAN SUTTON	BOARD MEMBER	1.00	Director	$0	$0	$0
Julia Parton	BOARD MEMBER	1.00	Director	$0	$0	$0
Frank Vranesic	BOARD MEMBER	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	No data	No data	No data	No data
2024	$167,752	$111,274	$649,403	$56,478
2023	$43,749	$54,453	$640,513	$-10,704
2022	$37,385	$69,872	$582,413	$-32,487
2021	$40,108	$42,252	$668,053	$-2,144
2020	$45,599	$41,355	$553,533	$4,244
2019	$58,705	$51,944	$594,869	$6,761

Palos Verdes Peninsula Rotary Foundation