Rotary Club of San Leandro (EIN 941237636) - 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

1926

Legal Domicile

Phone

5104142438

Tax Period

2017-07-01 to 2018-06-30

Rotary Club of San Leandro, founded in 1926, is a micro nonprofit that reported $50K in total revenue in fiscal year 2017. Revenue decreased 7% compared to the prior year.

Mission

The mission of Rotary International, a worldwide association of Rotary clubs, is to provide service to others, to promote high ethical standards, and to advance world understanding, goodwill, and peace through its fellowship of business, professional, and community leaders.

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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 (2017)

Revenue Breakdown

Contributions & Grants $19,488

Program Service Revenue $0

Investment Income $0

Other Revenue $30,836

TOTAL REVENUE $50,324

Expense Breakdown

Grants Paid $38,015

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $38,015

Other Expenses $14,051

TOTAL EXPENSES $52,066

Year-over-Year Comparison

	2017	2016	Change
Revenue	$50,324	$54,359	-0.1%
Expenses	$52,066	$56,623	-0.1%
Net Income	$-1,742	$-2,264	-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	Role	Reportable Comp	Other Comp	Total
Ed Niu	Past President	Director	$0	$0	$0
Kim Pace	President	Officer Director	$0	$0	$0
Aisha Knowles	Director	Director	$0	$0	$0
Jennifer Reed	Director	Director	$0	$0	$0
Susan Jahromi	Treasurer	Officer Director	$0	$0	$0
Leah Hall	Director	Director	$0	$0	$0
Kim Holland	President Elect	Officer Director	$0	$0	$0
Ken Papierniak	Director	Director	$0	$0	$0
Rosalia Saavedra	Director	Director	$0	$0	$0
Kristina Seher	Secretary	Officer Director	$0	$0	$0
Dianne Dorn	Director	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
2018	$50,324	$52,066	$27,074	$-1,742

Rotary Club of San Leandro