ROTARY CLUB OF CAMBRIA FOUNDATION INC (EIN 770277375) - 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

1991

Legal Domicile

Principal Officer

LINDA SHERMAN

Phone

8059272591

Tax Period

2024-07-01 to 2025-06-30

ROTARY CLUB OF CAMBRIA FOUNDATION INC, founded in 1991, is a small nonprofit in the Recreation & Sports sector that reported $112K in total revenue in fiscal year 2024. Revenue decreased 13% compared to the prior year. Expenses of $104K left a modest 7% surplus.

Mission

THE ORGANIZATIONS PRIMARY PURPOSE IS TO SUPPORT VARIOUS CHARITABLE GOALS IN THE COMMUNITY.

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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 $30,325

Program Service Revenue $0

Investment Income $38,831

Other Revenue $42,703

TOTAL REVENUE $111,859

Expense Breakdown

Grants Paid $86,136

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $86,136

Other Expenses $18,013

TOTAL EXPENSES $104,149

Year-over-Year Comparison

	2024	2023	Change
Revenue	$111,859	$128,974	-0.1%
Expenses	$104,149	$68,914	+0.5%
Net Income	$7,710	$60,060	-0.9%

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
GERRY PORTER	PRESIDENT	2.00	Officer Director	$0	$0	$0
NANCY CARR	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
BRUCE HOWARD	SECRETARY	2.00	Officer Director	$0	$0	$0
ANDREW BOYD-GOODRICH	TREASURER	3.00	Officer Director	$0	$0	$0
KAREN CHRISMAN	DIRECTOR	1.00	Director	$0	$0	$0
CHUCK FOERSTER	DIRECTOR	1.00	Director	$0	$0	$0
NANCY MCKARNEY	DIRECTOR PART-YEAR	1.00	Director	$0	$0	$0
SANDY MUMPER	DIRECTOR	1.00	Director	$0	$0	$0
KATE PERRY	DIRECTOR	1.00	Director	$0	$0	$0
LAUDON ROWEN	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	$111,859	$104,149	$915,614	$7,710
2024	No data	No data	No data	No data
2023	$82,005	$83,029	$716,161	$-1,024
2022	$129,954	$80,196	$659,222	$49,758
2021	$102,763	$105,912	$727,559	$-3,149
2020	$160,663	$95,931	$568,556	$64,732
2019	$126,531	$65,074	$513,858	$61,457

ROTARY CLUB OF CAMBRIA FOUNDATION INC