ROTARY CLUB OF SAN DIEGO FOUNDATIO… - Form 990 Financial Data

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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

Principal Officer

JORDAN MAHARAJ

Phone

6192993309

Tax Period

2024-07-01 to 2025-06-30

ROTARY CLUB OF SAN DIEGO FOUNDATION INC, founded in 2014, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $711K in total revenue in fiscal year 2024. Revenue fell 41% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $305K, a strong 43% operating margin.

Mission

THE ROTARY CLUB OF SAN DIEGO FOUNDATIONS MISSION IS TO SUPPORT THE SAN DIEGO ROTARY CLUB EIN 95-1165783. TO THAT END, OUR MISSION IS TO ENCOURAGE & FOSTER COMMUNITY SERVICE VIA THE IDEAL OF SERVICE AS A BASIS OF WORTHY ENTERPRISE, APPLICATION OF THE IDEAL OF SERVICE IN EACH ROTARIANS LIFE AND ADVANCE INTERNATIONAL UNDERSTANDING, GOODWILL AND PEACE THROUGH A WORLD FELLOWSHIP UNITED IN THE IDEAL OF SERVICE.

Program Service Accomplishments

Program 1

Expenses: $345,689

COMMUNITY SERVICE SUPPORT FOR MILITARY MEMBERS, STUDENTS, YOUTH LEADERSHIP AWARDS, PUBLIC SPEAKING BY STUDENTS, SUMMER CAMPS FOR CHILDREN, INTERNATIONAL SUPPORT FOR YOUTH EXCHANGE PROGRAMS...

COMMUNITY SERVICE SUPPORT FOR MILITARY MEMBERS, STUDENTS, YOUTH LEADERSHIP AWARDS, PUBLIC SPEAKING BY STUDENTS, SUMMER CAMPS FOR CHILDREN, INTERNATIONAL SUPPORT FOR YOUTH EXCHANGE PROGRAMS, INTERNATIONAL AID AND RELIEF PROGRAMS, GROUP STUDY EXCHANGES, ETC.

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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 $643,584

Program Service Revenue $0

Investment Income $42,177

Other Revenue $25,698

TOTAL REVENUE $711,459

Expense Breakdown

Grants Paid $173,390

Salaries & Benefits $0

Fundraising Expenses $47,240

Program Expenses $345,689

Other Expenses $232,672

TOTAL EXPENSES $406,062

Year-over-Year Comparison

	2024	2023	Change
Revenue	$711,459	$1,202,286	-0.4%
Expenses	$406,062	$378,498	+0.1%
Net Income	$305,397	$823,788	-0.6%

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

250

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

$154,913

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JORDAN MAHARAJ	Executive Dir.	10.00	Officer	$0	$12,809	$154,913
MICHAEL BRUNKER	CHAIR	1.00	Officer Director	$0	$0	$0
JOHN MORRELL	BOARD MEMBER	0.25	Director	$0	$0	$0
MARK ALLAN	BOARD MEMBER	0.25	Director	$0	$0	$0
WILLIAM NEWBERN	BOARD MEMBER	0.25	Director	$0	$0	$0
JOYCE GATTAS	BOARD MEMBER	0.25	Director	$0	$0	$0
PETE ELLSWORTH	BOARD MEMBER	0.25	Director	$0	$0	$0
NIKKI CLAY	SECRETARY/TREAS	0.25	Officer Director	$0	$0	$0
PATTI ROSCOE	VICE CHAIR	0.25	Officer Director	$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	$711,459	$406,062	$2,272,017	$305,397
2024	$1,202,286	$378,498	$1,981,195	$823,788
2023	$732,042	$368,743	$1,130,356	$363,299
2022	$516,130	$520,214	$795,341	$-4,084
2021	$455,488	$442,247	$777,439	$13,241
2019	$473,024	$417,689	$777,672	$55,335

ROTARY CLUB OF SAN DIEGO FOUNDATION INC