ALTURAS ROTARY COMMUNITY FOUNDATION

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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

2015

Legal Domicile

Principal Officer

ELIZABETH CAVASSO

Tax Period

2018-07-01 to 2019-06-30

ALTURAS ROTARY COMMUNITY FOUNDATION, founded in 2015, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $60K in total revenue in fiscal year 2018. Revenue fell 56% from the prior year — a significant decline worth monitoring. Expenses of $348K exceeded revenue, resulting in a 480% operating deficit.

Mission

PROMOTE PROGRAMS AND PROJECTS OF ROTARY CLUB OF ALTURAS AND ROTARY INTERNATIONAL WITH FOCUS ON ENHANCING THE WELL-BEING OF THE COMMUNITY OF ALTURAS, THE GREATER MODOC COUNTY AREA, AND ROTARY INTERNATIONAL PROJECTS WORLD-WIDE

Program Service Accomplishments

Program 1

Expenses: $302,672

IMPROVEMENTS TO COMMUNITY BALL FIELDS ARE CONTINUING FROM PRIOR YEAR, INCLUDING ENGINEERING TO PLAN IMPROVED ACCESS, WEED CONTROL, AND DRAINAGE TO MULITPLE FIELDS. HAVE ALSO ADDED UTILITY...

IMPROVEMENTS TO COMMUNITY BALL FIELDS ARE CONTINUING FROM PRIOR YEAR, INCLUDING ENGINEERING TO PLAN IMPROVED ACCESS, WEED CONTROL, AND DRAINAGE TO MULITPLE FIELDS. HAVE ALSO ADDED UTILITY INFRASTRUCTURE.

Program 2

Expenses: $17,259

PROVIDED PROJECT MANAGEMENT, ENGINEERING, AND CONSTRUCTION TO BUILD A COMMUNITY SKATE PARK.

Program 3

Expenses: $10,008

SUPPORT FOR YOUTH AND OTHER COMMUNITY PROJECTS SPONSORED BY ROTARY CLUB

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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 (2018)

Revenue Breakdown

Contributions & Grants $3,485

Program Service Revenue $0

Investment Income $54,477

Other Revenue $2,116

TOTAL REVENUE $60,078

Expense Breakdown

Grants Paid $0

Salaries & Benefits $5,780

Fundraising Expenses $0

Program Expenses $332,055

Other Expenses $342,611

TOTAL EXPENSES $348,391

Year-over-Year Comparison

	2018	2017	Change
Revenue	$60,078	$136,680	-0.6%
Expenses	$348,391	$1,005,901	-0.7%
Net Income	$-288,313	$-869,221	-0.7%

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

$5,780

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LAINE HOY	Trustee	3.00	Director	$0	$0	$0
BARRY PIERCE	Trustee	3.00	Director	$0	$0	$0
DIANA BASS	Trustee	3.00	Director	$0	$0	$0
SANDY STEVENSON	Trustee	3.00	Director	$0	$0	$0
ELIZABETH CAVASSO	Chairman	5.00	Officer Director	$0	$0	$0
ALAN CAIN	VICE CHAIRMAN	5.00	Officer Director	$0	$0	$0
KAREN SHIMAMOTO	Secretary	5.00	Officer Director	$0	$0	$0
MONICA DERNER	Treasurer	5.00	Officer	$5,780	$0	$5,780
JIM WILLS	TRUSTEE	0.00		$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
2019	$60,078	$348,391	$913,251	$-288,313