ROTARY CLUB OF OAKLAND

EIN: 940727375

OAKLAND, CA

Total Revenue
$275,097
Total Expenses
$306,342
Total Assets
$206,059
Net Assets
$135,584
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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
1914
Legal Domicile
CA
Principal Officer
MICHAEL BRUCK
Phone
5104512120
Tax Period
2022-07-01 to 2023-06-30

ROTARY CLUB OF OAKLAND, founded in 1914, is a small nonprofit that reported $275K in total revenue in fiscal year 2022. Revenue grew 11% year-over-year, indicating healthy expansion. Expenses of $306K exceeded revenue, resulting in a 11% operating deficit.

Mission

DEVELOP COMMUNITY LEADERS AND PROMOTE CIVIC PROJECTS SERVICING THE OAKLAND AREA.

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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%)

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Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $270,023
Investment Income $2,236
Other Revenue $2,838
TOTAL REVENUE $275,097

Expense Breakdown

Grants Paid $0
Salaries & Benefits $82,007
Fundraising Expenses $0
Program Expenses $194,960
Other Expenses $224,335
TOTAL EXPENSES $306,342

Year-over-Year Comparison

2022 2021 Change
Revenue $275,097 $247,707 +0.1%
Expenses $306,342 $295,763 +0.0%
Net Income $-31,245 $-48,056 -0.3%
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

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Governance

Voting Members
15
Independent Members
15
Employees
1
Volunteers
96

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
5
$0
Total Directors
16
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
MICHAEL BRUCK SECRETARY 1.50
Officer Director
$0 $0 $0
LORNA PADIA MARKUS TREASURER 1.00
Officer Director
$0 $0 $0
WILL HOBBS DIRECTOR 0.50
Director
$0 $0 $0
MARY GEONG PRESIDENT 2.00
Officer Director
$0 $0 $0
KERI BUTKEVICH DIRECTOR 0.50
Director
$0 $0 $0
DUDLEY THOMPSON IMMEDIATE PAST PRESIDENT 0.50
Officer Director
$0 $0 $0
STEVE BLAIR DIRECTOR 0.50
Director
$0 $0 $0
RUTH STROUP DIRECTOR 0.50
Director
$0 $0 $0
JOEL PARROTT DIRECTOR 0.50
Director
$0 $0 $0
RIZA HERNANDEZ DIRECTOR 0.50
Director
$0 $0 $0
TOM LIMON PRESIDENT ELECT 1.50
Officer Director
$0 $0 $0
ALLISON BLISS DIRECTOR 0.50
Director
$0 $0 $0
RENIA WEBB DIRECTOR 0.50
Director
$0 $0 $0
GARY FLAXMAN DIRECTOR 0.50
Director
$0 $0 $0
JOYCE MACK DIRECTOR 0.50
Director
$0 $0 $0
ALE KAFFKA DIRECTOR 0.50
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 $275,097 $306,342 $206,059 $-31,245
2022 $247,707 $295,763 $207,516 $-48,056
2021 $269,056 $218,842 $216,176 $50,214
2020 $309,199 $260,678 $178,475 $48,521
2019 $297,430 $298,000 $129,608 $-570
2018 $301,368 $280,548 $152,163 $20,820
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