ROTARY CLUB OF VISALIA (EIN 942393010) - 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

1921

Legal Domicile

Principal Officer

WAYNE YADA

Phone

5597331051

Tax Period

2021-07-01 to 2022-06-30

ROTARY CLUB OF VISALIA, founded in 1921, is a micro nonprofit that reported $85K in total revenue in fiscal year 2021. The organization ran a surplus of $21K, a strong 25% operating margin.

Mission

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 (2021)

Revenue Breakdown

Contributions & Grants $63,113

Program Service Revenue $0

Investment Income $43

Other Revenue $21,597

TOTAL REVENUE $84,753

Expense Breakdown

Grants Paid $0

Salaries & Benefits $8,500

Fundraising Expenses $0

Program Expenses $5,976

Other Expenses $55,199

TOTAL EXPENSES $63,699

Year-over-Year Comparison

	2021	2020	Change
Revenue	$84,753	$88,675	0.0%
Expenses	$63,699	$66,493	0.0%
Net Income	$21,054	$22,182	-0.1%

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

N/A

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

$8,500

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DOUG ARNOLD	PAST PRESIDENT	5.00	Officer Director	$0	$0	$0
GREG HAGOPIAN	DIRECTOR	2.00	Director	$0	$0	$0
DEBRA CALLAHAN	DIRECTOR	2.00	Director	$0	$0	$0
MIKE PAIM	DIRECTOR	2.00	Director	$0	$0	$0
ELIZABETH WYNN	PRESIDENT	5.00	Officer Director	$0	$0	$0
MARC MERTZ	DIRECTOR	2.00	Director	$0	$0	$0
SCOTT JACOBSEN	PRESIDENT-ELECT	2.00	Officer Director	$0	$0	$0
DIANE ADEN HAYES	DIRECTOR	2.00	Director	$0	$0	$0
WAYNE YADA	TREASURER	5.00	Officer	$8,500	$0	$8,500
MARY JANE JENNINGS	SECRETARY	2.00	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
2022	$84,753	$63,699	$212,158	$21,054
2021	$88,675	$66,493	$226,604	$22,182
2020	$120,326	$121,870	$301,202	$-1,544
2019	$130,476	$125,607	$279,166	$4,869

ROTARY CLUB OF VISALIA