ROTARY CLUB OF LA QUINTA FOUNDATION (EIN 330619612) - 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

1994

Legal Domicile

Principal Officer

BRUCE CATHCART

Phone

7602753095

Tax Period

2024-07-01 to 2025-06-30

ROTARY CLUB OF LA QUINTA FOUNDATION, founded in 1994, is a micro nonprofit that reported $67K in total revenue in fiscal year 2024. Revenue surged 328% from the prior year, signaling strong growth momentum. The organization ran a surplus of $51K, a strong 76% operating margin.

Mission

TO RAISE FUNDS TO SUPPORT LOCAL NON PROFITS, SCHOOLS IN UNDERPRIVILEGED AREAS, AND TO PROVIDE COLLEGE SCHOLARSHIPS.

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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 $28,532

Program Service Revenue $0

Investment Income $38,434

Other Revenue $0

TOTAL REVENUE $66,966

Expense Breakdown

Grants Paid $13,250

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $13,250

Other Expenses $2,554

TOTAL EXPENSES $15,804

Year-over-Year Comparison

	2024	2023	Change
Revenue	$66,966	$15,639	+3.3%
Expenses	$15,804	$7,610	+1.1%
Net Income	$51,162	$8,029	+5.4%

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

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
DAN FISSORI	BOARD MEMBER	1.00	Director	$0	$0	$0
BRUCE UNDERWOOD	BOARD MEMBER	1.00	Director	$0	$0	$0
ALLAN LEVIN	BOARD MEMBER	1.00	Director	$0	$0	$0
BRUCE CATHCART	PRESIDENT/SECRETARY	1.00	Officer	$0	$0	$0
DAVID TURNER	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	$66,966	$15,804	$267,862	$51,162
2024	$15,639	$7,610	$233,833	$8,029
2022	$11,481	$960	$205,605	$10,521
2021	$15,465	$11,150	$240,815	$4,315
2020	$10,519	$9,461	$213,565	$1,058
2019	$41,090	$13,394	$217,497	$27,696

ROTARY CLUB OF LA QUINTA FOUNDATION