WALNUT CREEK ROTARY CLUB COMMUNITY FOUNDATION

EIN: 680186826 501(c)(3)

WALNUT CREEK, CA

Total Revenue
$37,420
Total Expenses
$62,971
Total Assets
$569,491
Net Assets
$569,491
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1989
Legal Domicile
CA
Principal Officer
TRUDY CUMMMING LINDA JO
Phone
9259540100
Tax Period
2024-07-01 to 2025-06-30

WALNUT CREEK ROTARY CLUB COMMUNITY FOUNDATION, founded in 1989, is a micro nonprofit that reported $37K in total revenue in fiscal year 2024. Revenue decreased 12% compared to the prior year. Expenses of $63K exceeded revenue, resulting in a 68% operating deficit.

Mission

WALNUT CREEK ROTARY CLUB COMMUNITY FOUNDATION IS A SUPPORTING ARM TO THE ROTARY CLUB OF WALNUT CREEK. THE FOUNDATION RAISES FUNDS TO PROVIDE CHARTIABLE GIVING TO QUALIFIED CHARITIES (IRS 501(C) ORGANIZATIONS WITHIN THE LOCAL COMMUNITY. ALSO TO PROVIDE FUNDING FOR STUDENTS TO PURSUE THEIR EDUCATION GOALS WITH SCHOLARSHIPS.

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $13,063
Program Service Revenue $0
Investment Income $20,914
Other Revenue $3,443
TOTAL REVENUE $37,420

Expense Breakdown

Grants Paid $62,750
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $62,750
Other Expenses $221
TOTAL EXPENSES $62,971

Year-over-Year Comparison

2024 2023 Change
Revenue $37,420 $42,637 -0.1%
Expenses $62,971 $34,087 +0.8%
Net Income $-25,551 $8,550 -4.0%
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

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Liquidity & Cash Position

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Governance

Voting Members
11
Independent Members
11
Employees
N/A
Volunteers
62

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
0
$0
Total Directors
11
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
TRUDY CUMMING TRUSTEE & CO- CHAIR 1.00
Director
$0 $0 $0
LINDA JOHNSON TRUSTEE & CO- CHAIR 1.00
Director
$0 $0 $0
MARCIA GERG TRUSTEE & TREASURER 1.00
Director
$0 $0 $0
CAROLINA ALAS-HEMPHILL TRUSTEE & SECRETARY 1.00
Director
$0 $0 $0
GORDON FISCHER TRUSTEE 1.00
Director
$0 $0 $0
KENT DAVIS-PACKARD TRUSTEE 1.00
Director
$0 $0 $0
CRAIG DEVINNEY TRUSTEE 1.00
Director
$0 $0 $0
TAMMY FREEMAN TRUSTEE 1.00
Director
$0 $0 $0
ROD UFFINDELL TRUSTEE 1.00
Director
$0 $0 $0
DON WILLOUGHBY TRUSTEE 1.00
Director
$0 $0 $0
LARRY KOLKA TRUSTEE 1.00
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 $37,420 $62,971 $569,491 $-25,551
2024 No data No data No data No data
2023 $58,110 $44,274 $586,463 $13,836
2022 $69,445 $38,226 $572,627 $31,219
2021 $63,425 $32,185 $541,408 $31,240
2020 $71,073 $28,392 $510,168 $42,681
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