LONG BEACH ROTARY CHARITABLE FOUND (EIN 330480906) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1991

Legal Domicile

Principal Officer

MICHELE DOBSON

Phone

0562436818

Tax Period

2024-07-01 to 2025-06-30

LONG BEACH ROTARY CHARITABLE FOUND, founded in 1991, is a small nonprofit in the Community Improvement sector that reported $251K in total revenue in fiscal year 2024. Revenue decreased 11% compared to the prior year. Expenses of $341K exceeded revenue, resulting in a 36% operating deficit.

Mission

A CHARITABLE FOUNDATION DISTRIBUTING FUNDS IN A MANNER THAT FURTHERS THE MISSION, PROJECTS AND GOALS OF THE ROTARY CLUB OF LONG BEACH.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $194,907

Program Service Revenue $0

Investment Income $55,798

Other Revenue $0

TOTAL REVENUE $250,705

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $310,709

Other Expenses $340,601

TOTAL EXPENSES $340,601

Year-over-Year Comparison

	2024	2023	Change
Revenue	$250,705	$283,190	-0.1%
Expenses	$340,601	$260,838	+0.3%
Net Income	$-89,896	$22,352	-5.0%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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
MICHELE DOBSON	PRESIDENT	8.00	Officer Director	$0	$0	$0
STEVE HOCKETT	VICE PRESIDE	8.00	Officer Director	$0	$0	$0
KELLY RUGGIRELLO	SECRETARY	8.00	Officer Director	$0	$0	$0
WAYNE SLAVITT	TREASURER	8.00	Officer Director	$0	$0	$0
ALFRED VELASCO	PAST PRESIDE	8.00	Officer Director	$0	$0	$0
SHEL-LEE DAVIS	DIRECTOR	2.00	Director	$0	$0	$0
VALI DE VRIES	DIRECTOR	2.00	Director	$0	$0	$0
LISA FINN	DIRECTOR	2.00	Director	$0	$0	$0
RICH GIBSON	DIRECTOR	2.00	Director	$0	$0	$0
JOHN GRAHAM	DIRECTOR	2.00	Director	$0	$0	$0
JOE HOWER	DIRECTOR	2.00	Director	$0	$0	$0
MIKE JENSEN	DIRECTOR	2.00	Director	$0	$0	$0
MATT KINLEY	DIRECTOR	2.00	Director	$0	$0	$0
JULIE MEENAN	DIRECTOR	2.00	Director	$0	$0	$0
JOHN RUMANDSTAD	DIRECTOR	2.00	Director	$0	$0	$0
MACHELLE THOMPSON	DIRECTOR	2.00	Director	$0	$0	$0
LESLIE WIBERG	DIRECTOR	2.00	Director	$0	$0	$0
DAVE WOODY	DIRECTOR	2.00	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	$250,705	$340,601	$1,812,734	$-89,896
2024	$283,190	$260,838	$1,762,510	$22,352
2023	$268,666	$205,007	$1,573,531	$63,659
2022	$296,405	$165,116	$1,405,555	$131,289
2021	$170,591	$174,767	$1,479,918	$-4,176
2020	$224,905	$163,809	$1,258,116	$61,096
2019	$164,793	$400,915	$1,194,090	$-236,122
2018	$146,117	$206,261	$1,385,596	$-60,144

LONG BEACH ROTARY CHARITABLE FOUND