Rotary Club of Big Bear Lake

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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

2000

Legal Domicile

Principal Officer

Lauren Couden

Phone

3108742963

Tax Period

2024-07-01 to 2025-06-30

Rotary Club of Big Bear Lake, founded in 2000, is a micro nonprofit in the Education sector that reported $88K in total revenue in fiscal year 2024. Revenue decreased 10% compared to the prior year. Expenses of $124K exceeded revenue, resulting in a 41% operating deficit.

Mission

Provide service to others, promote integrity, and advance world understanding, goodwill, and peace through fellowship of business, professional, and community leaders.

Program Service Accomplishments

Program 1

Expenses: $75,530

Community service programs, including food banks, senior holiday lunch and community volunteer recognition.

Program 2

Expenses: $45,573

Youth service programs, including foreign exchange students, youth leadership development, music skills development, holiday gifts, scholarships, and community service projects.

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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 $80,798

Program Service Revenue $0

Investment Income $3,677

Other Revenue $3,589

TOTAL REVENUE $88,064

Expense Breakdown

Grants Paid $48,566

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $121,103

Other Expenses $75,547

TOTAL EXPENSES $124,113

Year-over-Year Comparison

	2024	2023	Change
Revenue	$88,064	$97,719	-0.1%
Expenses	$124,113	$95,450	+0.3%
Net Income	$-36,049	$2,269	-16.9%

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
Keenan Warner	Director	2.00	Director	$0	$0	$0
Garry Dokter	Director	2.00	Director	$0	$0	$0
David Johnson	Director	2.00	Director	$0	$0	$0
Mike Duran	Director	2.00	Director	$0	$0	$0
Andy Brakebill	Director	2.00	Director	$0	$0	$0
Dawn Hartmeister	Director	2.00	Director	$0	$0	$0
Dick Shaw	Director	2.00	Director	$0	$0	$0
Lauren Couden	President	4.00	Officer	$0	$0	$0
Maria Morris	TreasurerSecretary	4.00	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	$88,064	$124,113	$110,274	$-36,049
2024	$97,719	$95,450	$146,323	$2,269
2023	$99,779	$92,006	$144,054	$7,773
2022	$80,828	$112,228	$136,281	$-31,400
2021	$95,206	$69,930	$167,681	$25,276
2020	$150,126	$189,002	$142,405	$-38,876
2019	$230,158	$188,282	$181,281	$41,876