ROTARY CLUB OF PASADENA 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

2005

Legal Domicile

Principal Officer

MARSHALL FUSS

Phone

6267922228

Tax Period

2022-07-01 to 2023-06-30

ROTARY CLUB OF PASADENA FOUNDATION, founded in 2005, is a micro nonprofit in the Education sector that reported $93K in total revenue in fiscal year 2022. Revenue decreased 7% compared to the prior year. The organization ran a surplus of $17K, a strong 19% operating margin.

Mission

TO SUPPORT CHARITABLE ENDEAVORS IN THE SAN GABRIEL VALLEY.

Program Service Accomplishments

Program 1

Expenses: $35,000

THE ROTARY CLUB OF PASADENA FOUNDATION ANNUALLY AWARDS GRANTS TO CHARITABLE ORGANIZATIONS LOCATED IN THE SAN GABRIEL VALLEY. WITH THE ASSISTANCE OF PASADENA ROTARY CLUB'S "GRANTS COMMITTEE"...

THE ROTARY CLUB OF PASADENA FOUNDATION ANNUALLY AWARDS GRANTS TO CHARITABLE ORGANIZATIONS LOCATED IN THE SAN GABRIEL VALLEY. WITH THE ASSISTANCE OF PASADENA ROTARY CLUB'S "GRANTS COMMITTEE", APPLICATIONS ARE REVIEWED AND EVALUATED. THIS COMMITTEE SELECTS THE CHARITABLE ORGANIZATIONS TO RECEIVE CASH GRANTS FROM THE FOUNDATION. ADDITIONALLY, THE ROTARY CLUB OF PASADENA FOUNDATION SUPPORTS THE "TEACHERS OF EXCELLENCE" PROGRAM THROUGH MONETARY GRANTS TO SELECTED TEACHERS AND SCHOOLS IN THE PASADENA UNIFIED SCHOOL DISTRICT. THE FOLLOWING TAX-EXEMPT ORGANIZATIONS RECEIVED GRANTS FOR THE YEAR ENDED JUNE 30: HERITAGE CLINIC AND THE COMMUNITY ASSISTANCE PROGRAM FOR SENIORS (95-4814550) $2,800.00 CONVALESCENT AID SOCIETY (95-1782304) 3,000.00 MAKOTO TAIKO (47-1555576) 3,000.00 MONTE VISTA GROVE HOMES (95-1652915) 2,900.00 PASADENA SENIOR CENTER (95-2085393) 4,000.00 PASADENA VILLAGE (45-3773041) 2,440.00 COMMUNITY HEALTH ALLIANCE OF PASADENA (95-4536824) 3,260.00 HEARING EDUCATION-AUDITORY RESEARCH FDN (HEAR CENTER) (FEIN: 95-2017214) 3,000.00 VILLA ESPERANZA (95-2148860) 600.00

Program 2

Expenses: $37,758

THE ROTARY PROVIDES CLUB PROGRAMS SUCH AS CARING LITTLE HEARTS ($20,408), CHRISTMAS PROJECT ($4,200), AND CLUB PROGRAMS($13,150).

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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 (2022)

Revenue Breakdown

Contributions & Grants $43,335

Program Service Revenue $0

Investment Income $49,691

Other Revenue $0

TOTAL REVENUE $93,026

Expense Breakdown

Grants Paid $35,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $72,758

Other Expenses $40,728

TOTAL EXPENSES $75,728

Year-over-Year Comparison

	2022	2021	Change
Revenue	$93,026	$100,225	-0.1%
Expenses	$75,728	$79,550	0.0%
Net Income	$17,298	$20,675	-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

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

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
MARSHALL FUSS	PRESIDENT	2.00	Officer Director	$0	$0	$0
PHYLLIS CRANDON	SECRETARY	2.00	Officer Director	$0	$0	$0
SEAN E CAIN	TREASURER	2.00	Officer Director	$0	$0	$0
HOWARD RAFF	DIRECTOR	2.00	Director	$0	$0	$0
JUSTINE ADAMEC	DIRECTOR	2.00	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	No data	No data	No data	No data
2023	$93,026	$75,728	$1,278,633	$17,298
2022	$100,225	$79,550	$1,171,197	$20,675
2021	$112,090	$105,096	$1,300,734	$6,994
2020	$219,500	$252,031	$1,114,366	$-32,531
2019	$182,486	$115,687	$1,208,582	$66,799
2018	$947,318	$90,649	$1,124,940	$856,669