SOLVANG ROTARY CLUB FOUNDATION

EIN: 770347967 501(c)(3)

SOLVANG, CA

Total Revenue
$97,134
Total Expenses
$86,273
Total Assets
$503,980
Net Assets
$503,980
🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Sign In — Free (10 views/day)

Financial Trends

Organization Details

Formation Year
1993
Legal Domicile
CA
Principal Officer
JOSEPH R BROWN III
Phone
8053504181
Tax Period
2023-07-01 to 2024-06-30

SOLVANG ROTARY CLUB FOUNDATION, founded in 1993, is a micro nonprofit that reported $97K in total revenue in fiscal year 2023. Revenue decreased 14% compared to the prior year. Expenses of $86K left a modest 11% surplus.

Mission

THIS ORGANIZATION IS FORMED FOR THE RAISING AND DISTRIBUTING OF FUNDS PRIMARILY FOR THE BENEFIT OF CHARITABLE PROGRAMS IN THE GREATER SANTA YNEZ VALLEY AREA OF SANTA BARBARA COUNTY, CALIFORNIA. SPECIFICALLY BUT NOT LIMITED TO EDUCATIONAL SCHOLARSHIPS, ATHLETIC EVENTS, PARKS AND RECREATIONAL FACILITIES, AND PROGRAMS FOR YOUTH, SENIOR CITIZENS AND THE MENTALLY, PHYSICALLY OR ECONOMICALLY DISADVANTAGED. SECONDARILY FOR THE BENEFIT OF SUCH OTHER TAX-EXEMPT ORGANIZATIONS SERVING CHARITABLE PURPOSES WORLD-WIDE AS THIS ORGANIZATION MAY DETERMINE TO BE APPROPRIATE.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Sign In — Free (10 views/day)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $107,549
Program Service Revenue $0
Investment Income $16,483
Other Revenue $-26,898
TOTAL REVENUE $97,134

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $84,948
Other Expenses $86,273
TOTAL EXPENSES $86,273

Year-over-Year Comparison

2023 2022 Change
Revenue $97,134 $113,102 -0.1%
Expenses $86,273 $1,023 +83.3%
Net Income $10,861 $112,079 -0.9%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Sign In

Governance

Voting Members
13
Independent Members
N/A
Employees
N/A
Volunteers
13

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
13
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
JOSEPH R BROWN III President 2.00
Officer Director
$0 $0 $0
A ARTHUR KASLOW Secretary 1.00
Officer Director
$0 $0 $0
SHERRY THORE Treasurer 2.00
Officer Director
$0 $0 $0
LANDA PARISI Director 1.00
Director
$0 $0 $0
LINDA JOHANSEN Director 1.00
Director
$0 $0 $0
ALLAN JONES Director 1.00
Director
$0 $0 $0
TRESHA SELL Director 1.00
Director
$0 $0 $0
ALAN HITT Director 1.00
Director
$0 $0 $0
JAN CLEVENGER Director 1.00
Director
$0 $0 $0
ELLEN ALBERTONI Director 1.00
Director
$0 $0 $0
TOM OLMSTED Director 1.00
Director
$0 $0 $0
J DEAN ELSER JR Director 2.00
Director
$0 $0 $0
WALT ALVES 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 No data No data No data No data
2024 $97,134 $86,273 $503,980 $10,861
Explore More Nonprofits
Top 100 Nonprofits in California Largest U.S. Nonprofits Best Rated Nonprofits Most Efficient Nonprofits

Compare SOLVANG ROTARY CLUB FOUNDATION with other nonprofits in California and across the country.