San Diego Downtown Breakfast Rotary Foundation (EIN 330596091) - 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

1990

Legal Domicile

Phone

6192768279

Tax Period

2024-07-01 to 2025-06-30

San Diego Downtown Breakfast Rotary Foundation, founded in 1990, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $235K in total revenue in fiscal year 2024. Revenue surged 67% from the prior year, signaling strong growth momentum. Expenses of $211K left a modest 10% surplus.

Mission

TO PROMOTE, ENHANCE, AND FINANCE THE CHARITABLE PURPOSES OF THE SAN DIEGO DOWNTOWN BREAKFAST ROTARY CLUB PRIMARILY THROUGH THE ESTABLISHMENT OF AN ENDOWMENT FUND, THE INCOME FROM WHICH SHALL BE USED TO SUPPORT SUCH CHARITABLE PURPOSES.

🔒

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 $162,109

Program Service Revenue $0

Investment Income $73,093

Other Revenue $0

TOTAL REVENUE $235,202

Expense Breakdown

Grants Paid $206,635

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $206,635

Other Expenses $4,435

TOTAL EXPENSES $211,070

Year-over-Year Comparison

	2024	2023	Change
Revenue	$235,202	$140,712	+0.7%
Expenses	$211,070	$216,328	0.0%
Net Income	$24,132	$-75,616	-1.3%

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

N/A

Employees

N/A

Volunteers

N/A

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
Janet White	Trustee	1.00	Director	$0	$0	$0
Lawrence Potter	Trustee	1.00	Director	$0	$0	$0
Jerry Buckley	Trustee	1.00	Director	$0	$0	$0
Jeramy Larson	Trustee	1.00	Director	$0	$0	$0
Kim Stuart	President	1.00	Officer	$0	$0	$0
Mary Engles	Secretary	1.00	Officer	$0	$0	$0
Tom Verburgt	Treasurer	1.00	Officer	$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	$235,202	$211,070	$2,449,216	$24,132
2024	$140,712	$216,328	$2,277,587	$-75,616
2023	$162,174	$111,051	$2,124,223	$51,123
2022	$45,283	$97,047	$1,906,426	$-51,764
2021	$61,475	$140,523	$2,267,049	$-79,048
2020	$569,657	$323,653	$1,985,072	$246,004
2019	$173,857	$211,354	$1,792,019	$-37,497
2018	$1,228,281	$231,219	$1,709,300	$997,062

San Diego Downtown Breakfast Rotary Foundation