MISSION VIEJO ROTARY FOUNDATION

EIN: 464531815 501(c)(3) Philanthropy & Grantmaking

MISSION VIEJO, CA

Total Revenue
$32,822
Total Expenses
$395
Total Assets
$183,078
Net Assets
$183,078
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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
2014
Legal Domicile
CA
Phone
9493671961
Tax Period
2021-07-01 to 2022-06-30

MISSION VIEJO ROTARY FOUNDATION, founded in 2014, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $33K in total revenue in fiscal year 2021. The organization ran a surplus of $32K, a strong 99% operating margin.

Mission

ENGAGING IN ACTIVITIES SUPPORTING CHARITABLE, LITERARY AND EDUCATIONAL PURPOSES

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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%)

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Financial Overview (2021)

Revenue Breakdown

Contributions & Grants $11,450
Program Service Revenue $0
Investment Income $21,372
Other Revenue $0
TOTAL REVENUE $32,822

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Other Expenses $395
TOTAL EXPENSES $395

Year-over-Year Comparison

2021 2020 Change
Revenue $32,822 N/A N/A
Expenses $395 N/A N/A
Net Income $32,427 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

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Governance

Voting Members
3
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
3
$0
Total Directors
0
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
SCOTT WALKER President 0.00
Officer
$0 $0 $0
HEIDI LARKIN-REED Secretary 0.00
Officer
$0 $0 $0
JOHN GARCIA Treasurer 0.00
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
2022 $32,822 $395 $183,078 $32,427
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