ROSSMOOR ROTARY 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

1985

Legal Domicile

Phone

9254656053

Tax Period

2024-07-01 to 2025-06-30

ROSSMOOR ROTARY FOUNDATION, founded in 1985, is a small nonprofit that reported $161K in total revenue in fiscal year 2024. Revenue decreased 13% compared to the prior year. Net assets of $1.1M represent 84 months of operating reserves.

Mission

CONTRIBUTIONS TO LOCAL, REGIONAL, AND INTERNATIONAL CHARITABLE ACTIVITIES, IMPROVEMENTS IN THE LOCAL ROSSMOOR RETIREMENT COMMUNITY

Program Service Accomplishments

Program 1

Expenses: $162,870

SEE LIST OF ORGANIZATIONS RECEIVING GRANTS. ORGANIZATIONS RECEIVING MORE THAN $5000 OR MORE ARE INCLUDED ON SCHEDULE I.

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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 $113,456

Program Service Revenue $0

Investment Income $41,257

Other Revenue $6,228

TOTAL REVENUE $160,941

Expense Breakdown

Grants Paid $162,870

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $162,870

Other Expenses $1,163

TOTAL EXPENSES $164,033

Year-over-Year Comparison

	2024	2023	Change
Revenue	$160,941	$184,937	-0.1%
Expenses	$164,033	$160,349	+0.0%
Net Income	$-3,092	$24,588	-1.1%

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

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	Role	Reportable Comp	Other Comp	Total
E PATRICE JENSEN	Vice Chair	Director	$0	$0	$0
EDWARD S FISHER	Chairman	Director	$0	$0	$0
JOHN M RICE	Treasurer	Director	$0	$0	$0
WILLARD BROXHAM	Secretary	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	$160,941	$164,033	$1,128,499	$-3,092
2024	$184,937	$160,349	$990,914	$24,588
2023	$187,489	$145,932	$1,010,665	$41,557
2022	$101,639	$110,349	$980,266	$-8,710
2021	$68,600	$77,477	$988,972	$-8,877
2020	$115,920	$97,030	$995,755	$18,890
2019	$118,055	$104,129	$971,700	$13,926