CASAS ADOBES ROTARY CLUB 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

1989

Legal Domicile

Principal Officer

RON HUTCHINGS

Phone

5204010606

Tax Period

2023-07-01 to 2024-06-30

CASAS ADOBES ROTARY CLUB FOUNDATION, founded in 1989, is a small nonprofit in the Community Improvement sector that reported $320K in total revenue in fiscal year 2023. Revenue surged 230% from the prior year, signaling strong growth momentum. The organization ran a surplus of $248K, a strong 78% operating margin.

Mission

FUND COMMUNITY AND YOUTH ACTIVITIES

Program Service Accomplishments

Program 1

Expenses: $71,289

SUPPORTS LOCAL CHARITIES WHICH PERFORM CIVIC AND HUMANITARIAN PROJECTS

Program 2

ENCOURAGES YOUTH PARTICIPATION IN ATHLETIC AND OTHER SCHOOL PROGRAMS AND PROVIDES SCHOLARSHIPS

Program 3

ADVANCEMENT OF INTERNATIONAL UNDERSTANDING, GOODWILL AND PEACE

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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 (2023)

Revenue Breakdown

Contributions & Grants $295,773

Program Service Revenue $0

Investment Income $2,372

Other Revenue $21,905

TOTAL REVENUE $320,050

Expense Breakdown

Grants Paid $68,500

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $71,289

Other Expenses $3,401

TOTAL EXPENSES $71,901

Year-over-Year Comparison

	2023	2022	Change
Revenue	$320,050	$96,976	+2.3%
Expenses	$71,901	$67,189	+0.1%
Net Income	$248,149	$29,787	+7.3%

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

N/A

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
RON HUTCHINGS	President	2.00	Director	$0	$0	$0
FRED SOWERBY	Treasurer	2.00	Director	$0	$0	$0
ROBERT SOMMERFELD	Secretary	1.00	Director	$0	$0	$0
PATRICK J FARRELL	Director	1.00	Director	$0	$0	$0
EB WILKINSON	Director	2.00	Director	$0	$0	$0
JOHN SUNDT	Director	1.00	Director	$0	$0	$0
KRIS KREUTZ	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	$320,050	$71,901	$782,182	$248,149