THOUSAND OAKS 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

1991

Legal Domicile

Phone

8054979796

Tax Period

2024-07-01 to 2025-06-30

THOUSAND OAKS ROTARY FOUNDATION, founded in 1991, is a small nonprofit in the Human Services sector that reported $177K in total revenue in fiscal year 2024. Revenue surged 51% from the prior year, signaling strong growth momentum. The organization ran a surplus of $58K, a strong 33% operating margin.

Mission

TO PROVIDE SCHOLARSHIP AWARDS TO INDIVIDUALS AND GRANTS TO OTHER NON PROFIT ORGANIZATIONS.

Program Service Accomplishments

Program 1

Expenses: $31,137

PROVIDE GRANT FOR THE NEW WEST SYMPHONY VAN AND OTHER OPERATING EXPENSES.

Program 2

Expenses: $29,000

SCHOLARSHIP AWARDS TO LOCAL AREA RESIDENTS

Program 3

Expenses: $21,000

ROTARY INTERNATIONAL FOUNDATION - GLOBAL GRANTS 2342772 LIMO HOSPITAL

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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 $80,700

Program Service Revenue $0

Investment Income $96,532

Other Revenue $-157

TOTAL REVENUE $177,075

Expense Breakdown

Grants Paid $110,246

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $110,246

Other Expenses $9,230

TOTAL EXPENSES $119,476

Year-over-Year Comparison

	2024	2023	Change
Revenue	$177,075	$117,186	+0.5%
Expenses	$119,476	$49,395	+1.4%
Net Income	$57,599	$67,791	-0.2%

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

100

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
ROBERT LEWIS	President	2.00	Officer Director	$0	$0	$0
MARTIN ANDERSON	BOARD MEMBER	2.00	Director	$0	$0	$0
JOHN BRADLEY	BOARD MEMBER	2.00	Director	$0	$0	$0
PAUL DRYMAN	BOARD MEMBER	2.00	Director	$0	$0	$0
SUSAN MURATA	BOARD MEMBER	2.00	Director	$0	$0	$0
HERB GOOCH	BOARD MEMBER	2.00	Director	$0	$0	$0
LAURA CONWAY	BOARD MEMBER	2.00	Director	$0	$0	$0
DAVID STOWELL	BOARD MEMBER	2.00	Director	$0	$0	$0
JUDY ST JOHN	BOARD MEMBER	2.00	Director	$0	$0	$0
PATRICIA JONES	BOARD MEMBER	2.00	Director	$0	$0	$0
ROGER BENSON	BOARD MEMBER	2.00	Director	$0	$0	$0
JASON COREY	Treasurer	2.00	Director	$0	$0	$0
DAVID WENDER	BOARD MEMBER	2.00	Officer	$0	$0	$0
VICKY ARNDT	Secretary	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	$177,075	$119,476	$1,020,079	$57,599
2024	No data	No data	No data	No data
2023	$83,142	$97,469	$905,766	$-14,327
2022	$147,812	$92,061	$894,866	$55,751
2021	$89,111	$60,601	$842,798	$28,510
2020	$174,365	$184,373	$804,337	$-10,008
2019	$189,986	$107,415	$825,421	$82,571
2018	$147,271	$93,471	$738,469	$53,800