CARMICHAEL ROTARY FOUNDATION

EIN: 810777203 501(c)(3)

CARMICHEAL, CA

Total Revenue
$226,386
Total Expenses
$87,764
Total Assets
$173,019
Net Assets
$168,019
🔒

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
2015
Legal Domicile
CA
Principal Officer
DAVID THORMAN
Phone
9168034766
Tax Period
2017-07-01 to 2018-06-30

CARMICHAEL ROTARY FOUNDATION, founded in 2015, is a small nonprofit that reported $226K in total revenue in fiscal year 2017. The organization ran a surplus of $139K, a strong 61% operating margin.

Mission

CARMICHAEL ROTARY FOUNDATION IS A NONPROFIT PUBLIC BENEFIT CORPORATION ORGANIZED FOR THE PURPOSES OF ADMINISTRATION AND DISBURSEMENTS OF FUNDS OTHERWISE INTENDED TO BE DONATED TO OR THROUGH ROTARY CLUB OF CARMICHAEL FOR PUBLIC AND CHARITABLE PURPOSES.

🔒

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 (2017)

Revenue Breakdown

Contributions & Grants $226,386
Program Service Revenue $0
Investment Income $0
Other Revenue $0
TOTAL REVENUE $226,386

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $87,764
Other Expenses $87,764
TOTAL EXPENSES $87,764

Year-over-Year Comparison

2017 2016 Change
Revenue $226,386 N/A N/A
Expenses $87,764 N/A N/A
Net Income $138,622 N/A N/A
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
5
Independent Members
5
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
3
$0
Total Directors
0
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
DAVID THORMAN PRESIDENT N/A
Officer
$0 $0 $0
VINCENT IOSSO TREASURER N/A
Officer
$0 $0 $0
TERRY SWEENEY SECRETARY N/A
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
2018 $226,386 $87,764 $173,019 $138,622
Explore More Nonprofits
→Top 100 Nonprofits in California →Largest U.S. Nonprofits →Best Rated Nonprofits →Most Efficient Nonprofits

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

We Value Your Privacy
We use cookies and similar technologies to analyze site traffic and improve your experience. By clicking "Accept All", you consent to our use of cookies for analytics and measurement.