ROTARY INTERNATIONAL-SAN FRANCISCO (EIN 940818250) - 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

1908

Legal Domicile

Principal Officer

BUCK DALES

Phone

4156098565

Tax Period

2024-07-01 to 2025-06-30

ROTARY INTERNATIONAL-SAN FRANCISCO, founded in 1908, is a small nonprofit that reported $153K in total revenue in fiscal year 2024. Revenue decreased 7% compared to the prior year. Expenses of $139K left a modest 9% surplus.

Mission

TO ENCOURAGE AND FOSTER THE IDEAL OF SERVICE AS A BASIS OF WORTHY ENTERPRISE.

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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 $87,436

Program Service Revenue $65,660

Investment Income $3

Other Revenue $0

TOTAL REVENUE $153,099

Expense Breakdown

Grants Paid $1,950

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $122,467

Other Expenses $136,981

TOTAL EXPENSES $138,931

Year-over-Year Comparison

	2024	2023	Change
Revenue	$153,099	$164,314	-0.1%
Expenses	$138,931	$159,490	-0.1%
Net Income	$14,168	$4,824	+1.9%

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

100

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
BOB HERMANN	PAST PRESIDENT	2.00	Director	$0	$0	$0
FRANK YOKE	PRESIDENT	5.00	Officer Director	$0	$0	$0
OZAN YASAVUR	PRESIDENT ELECT	2.00	Director	$0	$0	$0
DORA DYE	SECRETARY	2.00	Officer Director	$0	$0	$0
BUCK DALES	TREASURER	2.00	Officer Director	$0	$0	$0
DARLENE WILSON	VP COMMUNITY SERVICE	2.00	Director	$0	$0	$0
STEPHEN GEISHEKER	VP INTL SERVICE	2.00	Director	$0	$0	$0
MAUREEN O'SHEA	VP DEVELOPMENT	2.00	Director	$0	$0	$0
MARGARET MILEY	VP MEMBERSHIP	2.00	Director	$0	$0	$0
HANA XU WANG	VP VOCATIONAL SERVICES	2.00	Director	$0	$0	$0
WENDY SHEW	VP OF PR AND COMMUNICATIONS	2.00	Director	$0	$0	$0
AM DAUGHERTY	VP CLUB SERVICE	2.00	Director	$0	$0	$0
STELLIE KIM	VP YOUTH DEVELOPMENT	2.00	Director	$0	$0	$0
TIMOTHY HORNBECKER	VP DIVERSITY, EQUITY, AND INCLUSION	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	$153,099	$138,931	$102,636	$14,168
2024	No data	No data	No data	No data
2023	$154,879	$152,379	$80,581	$2,500
2022	$128,010	$133,225	$68,352	$-5,215
2021	$83,156	$59,257	$79,641	$23,899
2020	$154,289	$135,137	$41,470	$19,152
2019	$165,519	$179,769	$24,195	$-14,250

ROTARY INTERNATIONAL-SAN FRANCISCO