ARROYO GRANDE ROTARY FOUNDATION (EIN 471079415) - 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

2014

Legal Domicile

Principal Officer

THOMAS V APKARIAN JR

Phone

8059258729

Tax Period

2023-07-01 to 2024-06-30

ARROYO GRANDE ROTARY FOUNDATION, founded in 2014, is a micro nonprofit in the Community Improvement sector that reported $23K in total revenue in fiscal year 2023. The organization ran a surplus of $11K, a strong 47% operating margin.

Mission

THE ARROYO GRANDE ROTARY FOUNDATION IS A NOT-FOR-PROFIT CORPORATION WHOSE SPECIFIC PURPOSE IS TO RECEIVE, MANAGE AND DISTRIBUTE MONIES, GIFTS IN KIND AND OTHER FORMS OF SUPPORT FOR ACADEMIC, ATHLETIC AND CULTURAL PROGRAMS FOR THE COMMUNITY OF ARROYO GRANDE.

🔒

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 (2023)

Revenue Breakdown

Contributions & Grants $6,000

Program Service Revenue $0

Investment Income $2,162

Other Revenue $15,293

TOTAL REVENUE $23,455

Expense Breakdown

Grants Paid $4,250

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $12,418

Other Expenses $8,260

TOTAL EXPENSES $12,510

Year-over-Year Comparison

	2023	2022	Change
Revenue	$23,455	$22,563	+0.0%
Expenses	$12,510	$16,933	-0.3%
Net Income	$10,945	$5,630	+0.9%

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
PEGGY HOOBERY	DIRECTOR	3.00	Director	$0	$0	$0
STEVE COOL	DIRECTOR	3.00	Director	$0	$0	$0
JACK SMITH	DIRECTOR	3.00	Director	$0	$0	$0
SHANNON DEMPSEY	DIRECTOR	3.00	Director	$0	$0	$0
MARY SANSONE	DIRECTOR	3.00	Director	$0	$0	$0
JANET WOOD	DIRECTOR	3.00	Director	$0	$0	$0
NANCY DEPUE	PRESIDENT	3.00	Officer	$0	$0	$0
THOMAS V APKARIAN JR	TREASURER	3.00	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	No data	No data	No data	No data
2024	$23,455	$12,510	$75,439	$10,945
2023	$22,563	$16,933	$69,494	$5,630
2022	$48,310	$28,183	$61,364	$20,127
2021	$20,961	$11,533	$33,737	$9,428
2020	$64,962	$60,393	$24,309	$4,569
2019	$78,910	$69,534	$19,740	$9,376

ARROYO GRANDE ROTARY FOUNDATION