VISALIA BREAKFAST ROTARY CLUB

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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

1989

Legal Domicile

Principal Officer

KEVIN DANIEL

Phone

5597136806

Tax Period

2024-07-01 to 2025-06-30

VISALIA BREAKFAST ROTARY CLUB, founded in 1989, is a micro nonprofit that reported $73K in total revenue in fiscal year 2024. Revenue grew 10% year-over-year, indicating healthy expansion. Expenses of $63K left a modest 14% surplus.

Mission

THE MAIN OBJECTIVE OF ROTARY IS SERVICE - IN THE COMMUNITY, IN THE WORKPLACE, AND THROUGHOUT THE WORLD. ROTARIANS DEVELOP COMMUNITY SERVICE PROJECTS THAT ADDRESS MANY OF TODAY'S MOST CRITICAL ISSUES, SUCH AS CHILDREN AT RISK, POVERTY AND HUNGER, THE ENVIRONMENT, ILLETERACY AND VIOLENCE.

Program Service Accomplishments

Program 1

Expenses: $55,300

PROGRAM EXPENSES TO ENCOURAGE AND FOSTER ACTIVE COMMUNITY SERVICE, INCLUDING DONATIONS TO LOCAL 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 $72,798

Program Service Revenue $0

Investment Income $10

Other Revenue $0

TOTAL REVENUE $72,808

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $55,300

Other Expenses $62,508

TOTAL EXPENSES $62,508

Year-over-Year Comparison

	2024	2023	Change
Revenue	$72,808	$66,460	+0.1%
Expenses	$62,508	$71,449	-0.1%
Net Income	$10,300	$-4,989	-3.1%

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

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
BRUCE PANTTAJA	PRESIDENT	10.00	Officer Director	$0	$0	$0
DAVID MICHAEL AMON	SECRETARY	2.00	Officer Director	$0	$0	$0
FRANK SAUCEDO	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
KEVIN E DANIEL	TREASURER	2.00	Officer Director	$0	$0	$0
GARY MICHAEL AMON	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL JOSEPH ASHOORI	DIRECTOR	1.00	Director	$0	$0	$0
MARK BRACKETT	DIRECTOR	1.00	Director	$0	$0	$0
DANKA DANIELS	DIRECTOR	1.00	Director	$0	$0	$0
IRIS FEAVER	DIRECTOR	1.00	Director	$0	$0	$0
NICHOLAS GAMBINI	DIRECTOR	1.00	Director	$0	$0	$0
PATRICIA HAYES	DIRECTOR	1.00	Director	$0	$0	$0
TODD MARTIN	DIRECTOR	1.00	Director	$0	$0	$0
MARK A PERRY	DIRECTOR	1.00	Director	$0	$0	$0
JAMES B PRESTON	DIRECTOR	1.00	Director	$0	$0	$0
DRUCILLA H QUESNOY	DIRECTOR	1.00	Director	$0	$0	$0
MEGAN RHEA	DIRECTOR	1.00	Director	$0	$0	$0
THOMAS M SANDBERG	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	$72,808	$62,508	$33,272	$10,300
2024	$66,460	$71,449	$46,526	$-4,989
2023	$65,977	$70,572	$42,567	$-4,595
2022	$50,946	$55,805	$49,512	$-4,859
2021	$39,200	$27,979	$59,143	$11,221
2020	$57,033	$56,881	$58,875	$152
2019	$57,427	$58,706	$49,657	$-1,279