CAPITOLA-APTOS 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

2003

Legal Domicile

Tax Period

2023-07-01 to 2024-06-30

CAPITOLA-APTOS ROTARY FOUNDATION, founded in 2003, is a micro nonprofit in the Education sector that reported $67K in total revenue in fiscal year 2023. Expenses of $78K exceeded revenue, resulting in a 16% operating deficit.

Mission

TO PROMOTE THE IDEALS OF ROTARY - SERVICE ABOVE SELF - BOTH LOCALLY AND GLOBALLY

Program Service Accomplishments

Program 1

Expenses: $51,690

PROVIDED FINANCIAL SUPPORT TO TREASURE COVE ACCESSIBLE PARK AT JADE STREET PARK

Program 2

Expenses: $15,000

PROVIDED SCHOLARSHIP TO UCSC GRAD STUDENT

Program 3

Expenses: $8,250

Provided financial support to various community based organizations.

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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 (2023)

Revenue Breakdown

Contributions & Grants $52,040

Program Service Revenue $0

Investment Income $15,446

Other Revenue $0

TOTAL REVENUE $67,486

Expense Breakdown

Grants Paid $77,940

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $77,940

Other Expenses $70

TOTAL EXPENSES $78,010

Year-over-Year Comparison

	2023	2022	Change
Revenue	$67,486	$68,402	0.0%
Expenses	$78,010	$70,745	+0.1%
Net Income	$-10,524	$-2,343	+3.5%

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

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
KAREN SEMINGSON	Treasurer	2.00	Officer Director	$0	$0	$0
SANDRA WALLACE	Director	1.00	Director	$0	$0	$0
DOUG DEAVER	Director	1.00	Director	$0	$0	$0
JULIE LAMBERT	Director	1.00	Director	$0	$0	$0
WIN FERNALD	Director	1.00	Director	$0	$0	$0
LAURA GRINDER	Director	1.00	Director	$0	$0	$0
KELLY NESHEIM	Director	1.00	Director	$0	$0	$0
SUE LAWSON	Director	1.00	Director	$0	$0	$0
AL DECAMARA	President	2.00	Officer Director	$0	$0	$0
NELSON CRANDALL	Secretary	2.00	Officer Director	$0	$0	$0
MICHELE BASSI	Director	1.00	Director	$0	$0	$0
LOWRY FENTON	Director	1.00	Director	$0	$0	$0
MARDI PADILLA	Director	1.00	Director	$0	$0	$0
BILL WITMER	Director	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	No data	No data	No data	No data
2024	$67,486	$78,010	$503,047	$-10,524
2019	$42,494	$16,840	$554,186	$25,654