ROTARY CLUB OF TERRA LINDA FOUNDATION (EIN 510506296) - Form 990 Financial Analysis & Trantor Score

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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

2004

Legal Domicile

Principal Officer

TAMARA HULL

Phone

4154555899

Tax Period

2019-07-01 to 2020-06-30

ROTARY CLUB OF TERRA LINDA FOUNDATION, founded in 2004, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $39K in total revenue in fiscal year 2019. Revenue fell 55% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $21K, a strong 53% operating margin.

Mission

THE ROTARY CLUB OF TERRA LINDA FOUNDATION WAS ESTABLISHED TO PROVIDE FUNDS FOR THE EDUCATION OF LOCAL STUDENTS AND TO FURTHER THE CAUSE OF ROTARY INTERNATIONAL.

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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 (2019)

Revenue Breakdown

Contributions & Grants $13,442

Program Service Revenue $0

Investment Income $4,204

Other Revenue $21,272

TOTAL REVENUE $38,918

Expense Breakdown

Grants Paid $17,879

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $18,192

Other Expenses $313

TOTAL EXPENSES $18,192

Year-over-Year Comparison

	2019	2018	Change
Revenue	$38,918	$87,002	-0.6%
Expenses	$18,192	$149,583	-0.9%
Net Income	$20,726	$-62,581	-1.3%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JEANNE FRIEDEL	PRESIDENT	2.00	Officer	$0	$0	$0
SANDY MAGID	SECRETARY	2.00	Officer	$0	$0	$0
TAMARA HULL	TREASURER	2.00	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
2020	$38,918	$18,192	$367,840	$20,726
2019	$87,002	$149,583	$347,461	$-62,581
2018	$56,117	$117,674	$412,231	$-61,557

ROTARY CLUB OF TERRA LINDA FOUNDATION