OAKLAND ROTARY ENDOWMENT (EIN 942434641) - 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

1977

Legal Domicile

Principal Officer

PAMELA CLAASSEN

Phone

5104512120

Tax Period

2023-07-01 to 2024-06-30

OAKLAND ROTARY ENDOWMENT, founded in 1977, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $494K in total revenue in fiscal year 2023. Revenue surged 21% from the prior year, signaling strong growth momentum. Net assets of $4.6M represent 113 months of operating reserves.

Mission

DEVELOP AND PROMOTE BETTER QUALITY OF LIFE IN THE LOCAL AND INTERNATIONAL COMMUNITY AND HELP YOUNG MEN AND WOMEN IN OBTAINING ACADEMIC AND VOCATIONAL EDUCATION AND EMPLOYMENT.

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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 (2023)

Revenue Breakdown

Contributions & Grants $254,840

Program Service Revenue $0

Investment Income $157,992

Other Revenue $80,807

TOTAL REVENUE $493,639

Expense Breakdown

Grants Paid $319,483

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $481,632

Other Expenses $175,824

TOTAL EXPENSES $495,307

Year-over-Year Comparison

	2023	2022	Change
Revenue	$493,639	$409,384	+0.2%
Expenses	$495,307	$422,143	+0.2%
Net Income	$-1,668	$-12,759	-0.9%

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

825

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
CES BUTNER	PRESIDENT	1.00	Officer Director	$0	$0	$0
JASON WIZELMAN	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
KYMBERLY MILLER	SECRETARY	1.00	Officer Director	$0	$0	$0
PAM CLAASSEN	TREASURER	1.00	Officer Director	$0	$0	$0
MARY GEONG	TRUSTEE	0.50	Director	$0	$0	$0
KEVIN KELLY	TRUSTEE	0.50	Director	$0	$0	$0
TRISHA CONNERS	TRUSTEE	0.50	Director	$0	$0	$0
JULIE FOX	TRUSTEE	0.50	Director	$0	$0	$0
KEN VENSON	TRUSTEE	0.50	Director	$0	$0	$0
KEITH GIRON	TRUSTEE	0.50	Director	$0	$0	$0
KERRY HAMILL	TRUSTEE	0.50	Director	$0	$0	$0
STEPHEN BLAIR	TRUSTEE	0.50	Director	$0	$0	$0
MERLIN EDWARDS	TRUSTEE	0.50	Director	$0	$0	$0
CJ HIRSCHFIELD	TRUSTEE	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	$493,639	$495,307	$5,156,145	$-1,668
2023	$409,384	$422,143	$4,589,526	$-12,759
2022	$728,215	$293,340	$4,290,793	$434,875
2021	$706,970	$353,773	$5,001,224	$353,197
2020	$377,670	$337,282	$3,922,998	$40,388
2019	$402,391	$305,888	$3,943,418	$96,503
2018	$391,699	$293,316	$3,741,443	$98,383

OAKLAND ROTARY ENDOWMENT