THOUSAND OAKS ROTARY FOUNDATION

EIN: 770297455 501(c)(3) Human Services

THOUSAND OAKS, CA

Total Revenue
$177,075
Total Expenses
$119,476
Total Assets
$1,020,079
Net Assets
$991,962
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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
CA
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.

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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%)

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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

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Governance

Voting Members
14
Independent Members
13
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
3
$0
Total Directors
12
$0
Key Employees
0
$0
Highest Compensated
0
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
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