PASO ROBLES ROTARY SERVICE INC

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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

1993

Legal Domicile

Principal Officer

JAN JENSEN

Phone

8052381262

Tax Period

2024-07-01 to 2025-06-30

PASO ROBLES ROTARY SERVICE INC, founded in 1993, is a small nonprofit that reported $321K in total revenue in fiscal year 2024. Revenue surged 62% from the prior year, signaling strong growth momentum. The organization ran a surplus of $156K, a strong 49% operating margin.

Mission

PROMOTION OF ROTARY IDEALS, FELLOWSHIP AND EDUCATION THROUGH COMMUNITY AND WORLDWIDE INVOLVEMENT AND OUTREACH.

Program Service Accomplishments

Program 1

Expenses: $164,403

SUPPORT COMMUNITY AND INTERNATIONAL PROJECTS THROUGH SCHOLARSHIPS, EDUCATION, HEALTH AWARENESS AND PREVENTION.

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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 $21,247

Program Service Revenue $0

Investment Income $231,393

Other Revenue $68,257

TOTAL REVENUE $320,897

Expense Breakdown

Grants Paid $145,066

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $164,403

Other Expenses $19,337

TOTAL EXPENSES $164,403

Year-over-Year Comparison

	2024	2023	Change
Revenue	$320,897	$198,403	+0.6%
Expenses	$164,403	$178,486	-0.1%
Net Income	$156,494	$19,917	+6.9%

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
SHARON ROSS	WMCO CHAIR	2.00	Director	$0	$0	$0
RICK GOREE	GOLF CHAIR	2.00	Director	$0	$0	$0
ANN HANSEN	INVESTMT CHAIR	2.00	Director	$0	$0	$0
JAN JENSEN	Treasurer	2.00	Officer	$0	$0	$0
JESSICA FULLERTON	Secretary	2.00	Officer	$0	$0	$0
LARS JORGENSEN	President	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
2025	$320,897	$164,403	$1,904,178	$156,494
2024	$198,403	$178,486	$1,747,684	$19,917
2023	$298,118	$230,559	$1,727,767	$67,559
2022	$201,698	$107,132	$1,660,008	$94,566
2021	$197,263	$69,290	$1,565,443	$127,973
2020	$97,984	$101,889	$1,436,170	$-3,905
2019	$243,461	$65,418	$1,434,910	$178,043
2018	$77,082	$54,881	$876,622	$22,201