University Rotary Service Fund (EIN 911123239) - 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

1980

Legal Domicile

Phone

2069192865

Tax Period

2024-07-01 to 2025-06-30

University Rotary Service Fund, founded in 1980, is a small nonprofit in the Community Improvement sector that reported $297K in total revenue in fiscal year 2024. The organization ran a surplus of $64K, a strong 21% operating margin.

Mission

To support the Rotary Club of the University District by providing humanitarian service to local and global communities.

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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 $230,882

Program Service Revenue $0

Investment Income $74,385

Other Revenue $-7,973

TOTAL REVENUE $297,294

Expense Breakdown

Grants Paid $217,787

Salaries & Benefits $0

Fundraising Expenses $1,651

Program Expenses $217,787

Other Expenses $15,987

TOTAL EXPENSES $233,774

Year-over-Year Comparison

	2024	2023	Change
Revenue	$297,294	$275,899	+0.1%
Expenses	$233,774	$331,014	-0.3%
Net Income	$63,520	$-55,115	-2.2%

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
Paula Laschober	President	3.00	Officer Director	$0	$0	$0
Marella Alejandrino	Vice President	1.00	Officer Director	$0	$0	$0
Marisa Broggel	Secretary	1.00	Officer Director	$0	$0	$0
Brandon Fleming	Treasurer	5.00	Officer Director	$0	$0	$0
Lael Ross	Director	1.00	Director	$0	$0	$0
Paula Williams	Director	1.00	Director	$0	$0	$0
Joseph Whitford	Director	1.00	Director	$0	$0	$0
Hugh Brannon	Director	1.00	Director	$0	$0	$0
Linda Fukuda	Director	1.00	Director	$0	$0	$0
Angie Jimenez	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	$297,294	$233,774	$2,329,681	$63,520
2024	No data	No data	No data	No data
2023	$625,638	$201,797	$2,145,816	$423,841
2022	$140,450	$171,090	$1,711,401	$-30,640
2021	$202,554	$195,349	$2,020,318	$7,205
2020	$161,288	$184,053	$1,864,385	$-22,765
2019	$148,888	$124,582	$1,755,995	$24,306

University Rotary Service Fund