ROTARY CLUB OF SAN LUIS OBISPO CHARITIES (EIN 770186489) - 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

1923

Legal Domicile

Principal Officer

CHRIS TEAFORD

Phone

8055411308

Tax Period

2024-07-01 to 2025-06-30

ROTARY CLUB OF SAN LUIS OBISPO CHARITIES, founded in 1923, is a micro nonprofit in the Community Improvement sector that reported $79K in total revenue in fiscal year 2024. Revenue fell 64% from the prior year — a significant decline worth monitoring. Net assets of $550K represent 84 months of operating reserves.

Mission

PROVIDE SERVICES AND FUNDS TO THE COMMUNITY AND CHARITABLE 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 (2024)

Revenue Breakdown

Contributions & Grants $50,041

Program Service Revenue $0

Investment Income $28,090

Other Revenue $859

TOTAL REVENUE $78,990

Expense Breakdown

Grants Paid $80,383

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $80,556

Other Expenses $173

TOTAL EXPENSES $80,556

Year-over-Year Comparison

	2024	2023	Change
Revenue	$78,990	$219,137	-0.6%
Expenses	$80,556	$201,538	-0.6%
Net Income	$-1,566	$17,599	-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

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
JILL BOLSTER-WHITE	DIRECTOR	1.00	Director	$0	$0	$0
BEN WATSON	DIRECTOR	1.00	Director	$0	$0	$0
BARRY VANDERKELEN	DIRECTOR	1.00	Director	$0	$0	$0
JIM SALIO	DIRECTOR	1.00	Director	$0	$0	$0
LISA ADAMS	PRESIDENT	2.00	Officer	$0	$0	$0
CHRIS TEAFORD	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
2025	$78,990	$80,556	$560,158	$-1,566
2024	$219,137	$201,538	$551,724	$17,599

ROTARY CLUB OF SAN LUIS OBISPO CHARITIES