ROTARY CLUB OF SACRAMENTO

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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

Principal Officer

Kerry Wood

Phone

9169292992

Tax Period

2024-07-01 to 2025-06-30

ROTARY CLUB OF SACRAMENTO, founded in 1914, is a small nonprofit that reported $273K in total revenue in fiscal year 2024.

Mission

TO PROVIDE CIVIC AND COMMUNITY SERVICES.

Program Service Accomplishments

Program 1

Expenses: $191,227

MEETING EVENTS ARE HELD TO INCREASE THE PROFESSIONAL EFFICIENCY OF EACHMEMBER.THROUGH THE EXCHANGE OF IDEAS AND BUSINESS METHODS, MEMBERS PROMOTE ANDPROVIDE THE OPPORTUNITY TO SERVE SOCIETY.

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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 $0

Program Service Revenue $260,104

Investment Income $2,572

Other Revenue $9,938

TOTAL REVENUE $272,614

Expense Breakdown

Grants Paid $0

Salaries & Benefits $131,434

Fundraising Expenses $15,320

Program Expenses $191,227

Other Expenses $144,070

TOTAL EXPENSES $275,504

Year-over-Year Comparison

	2024	2023	Change
Revenue	$272,614	$282,248	0.0%
Expenses	$275,504	$277,453	0.0%
Net Income	$-2,890	$4,795	-1.6%

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

Volunteers

230

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

$74,803

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LaToya Wong	Administrator	40.00	Officer	$71,750	$3,053	$74,803
Paul Keefer	President Elect	1.00	Director	$0	$0	$0
Sarah Hodge	Seargant-At-Arm	1.00	Officer Director	$0	$0	$0
Laurie Megan	Director	1.00	Director	$0	$0	$0
Mike Miklaus	Director	1.00	Director	$0	$0	$0
Bryan Murray	Director	1.00	Director	$0	$0	$0
John Swentowsky	Director	1.00	Director	$0	$0	$0
Nancy Teichert	Director	1.00	Director	$0	$0	$0
John Wood	Director	1.00	Director	$0	$0	$0
Christie Holderegger	Director	1.00	Director	$0	$0	$0
Peter Coyl	Director	1.00	Director	$0	$0	$0
Jaydeep Balakrishnan	Director	1.00	Director	$0	$0	$0
Kerry Wood	President	3.00	Officer	$0	$0	$0
Bobby Reed	Past President	1.00	Officer	$0	$0	$0
Jim Henderson	Treasurer	1.00	Officer	$0	$0	$0
Mary deLeo	Director	1.00	Officer	$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	$272,614	$275,504	$188,936	$-2,890
2024	$282,248	$277,453	$192,632	$4,795
2023	$327,597	$299,017	$189,684	$28,580
2022	$292,602	$308,381	$158,522	$-15,779
2021	$209,319	$206,544	$216,449	$2,775
2020	$312,668	$310,330	$200,423	$2,338
2019	$376,816	$389,740	$180,827	$-12,924
2018	$370,060	$351,592	$197,144	$18,468