ENCINITAS ROTARY CLUB FOUNDATION (EIN 330553437) - 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

1995

Legal Domicile

Tax Period

2023-07-01 to 2024-06-30

ENCINITAS ROTARY CLUB FOUNDATION, founded in 1995, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $272K in total revenue in fiscal year 2023. Expenses of $308K exceeded revenue, resulting in a 13% operating deficit.

Mission

TO PROMOTE AND ENHANCE THE CHARITABLE PURPOSES OF ROTARY INTERNATIONAL ENCINITAS, BY CONDUCTING FUNDRAISING ACTIVITIES TO SUPPORT HEALTH AND WELFARE ORGANIZATIONS IN THE COMMUNITY.

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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 $271,286

Program Service Revenue $0

Investment Income $417

Other Revenue $0

TOTAL REVENUE $271,703

Expense Breakdown

Grants Paid $239,853

Salaries & Benefits $0

Fundraising Expenses $63,860

Program Expenses $240,508

Other Expenses $68,189

TOTAL EXPENSES $308,042

Year-over-Year Comparison

	2023	2022	Change
Revenue	$271,703	N/A	N/A
Expenses	$308,042	N/A	N/A
Net Income	$-36,339	N/A	N/A

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
ANDREW WHATNALL	ASSISTANT TREAS	1.00	Officer Director	$0	$0	$0
KERRY WITKIN	AT LARGE DIR	1.00	Officer Director	$0	$0	$0
DEAN GOETZ	AT LARGE DIR	1.00	Officer Director	$0	$0	$0
DENNIS COOK	PRESIDENT	1.00	Officer Director	$0	$0	$0
NANCY NORTH	SECRETARY	1.00	Officer Director	$0	$0	$0
FRANK SCOTTI	TREASURER	1.00	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
2025	No data	No data	No data	No data
2024	$271,703	$308,042	$149,257	$-36,339
2023	$196,317	$129,230	$185,596	$67,087
2022	$196,398	$126,270	$118,509	$70,128
2021	$8,074	$12,275	$48,381	$-4,201
2020	$14,654	$105,097	$52,582	$-90,443
2019	$137,292	$123,685	$143,525	$13,607

ENCINITAS ROTARY CLUB FOUNDATION