BEVERLY HILLS ROTARY COMMUNITY FOUNDATION ROTARY INTERNATIONAL (EIN 770319017) - 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

1992

Legal Domicile

Phone

3102014358

Tax Period

2024-07-01 to 2025-06-30

BEVERLY HILLS ROTARY COMMUNITY FOUNDATION ROTARY INTERNATIONAL, founded in 1992, is a small nonprofit in the Community Improvement sector that reported $249K in total revenue in fiscal year 2024. Revenue surged 41% from the prior year, signaling strong growth momentum. The organization ran a surplus of $82K, a strong 33% operating margin.

Mission

COMMUNITY AND YOUTH SERVICES

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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 $246,450

Program Service Revenue $0

Investment Income $2,658

Other Revenue $0

TOTAL REVENUE $249,108

Expense Breakdown

Grants Paid $166,616

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $166,616

Other Expenses $75

TOTAL EXPENSES $166,691

Year-over-Year Comparison

	2024	2023	Change
Revenue	$249,108	$176,056	+0.4%
Expenses	$166,691	$176,855	-0.1%
Net Income	$82,417	$-799	-104.2%

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

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
GREG BARTON	President	10.00	Officer	$0	$0	$0
JULIAN GOLD	PRESIDENT ELECT	10.00	Officer	$0	$0	$0
LILLIAN RAFFEL	PAST PRESIDENT	10.00	Officer	$0	$0	$0
DAVID HAIMOVITZ	TREASURER	10.00	Officer	$0	$0	$0
CURT NORTHRUP	Secretary	10.00	Officer	$0	$0	$0
JR DZUBAK	VP COMM SERVICE	10.00	Officer	$0	$0	$0
MICHAEL LUSHING	VP VOCATIONAL	10.00	Officer	$0	$0	$0
CINDEE ROOD	INT'L SERVICE	10.00	Officer	$0	$0	$0
LES BRONTE	VP YOUTH SERVIC	10.00	Officer	$0	$0	$0
DAVID MIRHAROONI	MEMBERSHIP	10.00	Officer	$0	$0	$0
BARRY BERNSTEIN	CLUB SERVICES	10.00	Officer	$0	$0	$0
LINDA BRISKMAN	COMM FOUNDATION	10.00	Officer	$0	$0	$0
ALISA ROSTON	HEALTH & WELFAR	10.00	Officer	$0	$0	$0
VIRGINIA MAAS	EXEC SECRETARY	10.00	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	$249,108	$166,691	$185,771	$82,417
2024	No data	No data	No data	No data
2023	$175,546	$215,875	$116,992	$-40,329
2022	$314,401	$270,425	$155,871	$43,976
2021	$169,237	$197,442	$85,806	$-28,205
2020	$155,900	$183,758	$122,608	$-27,858
2019	$106,694	$106,260	$135,855	$434
2018	$106,531	$110,919	$155,165	$-4,388

BEVERLY HILLS ROTARY COMMUNITY FOUNDATION ROTARY INTERNATIONAL