ROTARY HACIENDAS INC

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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

1984

Legal Domicile

Principal Officer

JEFF LOWENSTEIN

Phone

6503287000

Tax Period

2022-07-01 to 2023-06-30

ROTARY HACIENDAS INC, founded in 1984, is a small nonprofit in the Housing & Shelter sector that reported $154K in total revenue in fiscal year 2022. The organization ran a surplus of $145K, a strong 95% operating margin.

Mission

CORPORATION OWNS AND SUPERVISES THE MANAGEMENT OF 130 UNITS OF LOW INCOME SENIOR CITIZEN HOUSING DEVELOPMENTS IN SAN MATEO, CALIFORNIA.

Program Service Accomplishments

Program 1

Expenses: $1,794,305 Revenue: $1,861,554

OWNS AND OPERATES 130 UNITS OF LOW INCOME SENIOR CITIZEN HOUSING DEVELOPMENTS IN SAN MATEO, CA. FUNDS ACCUMULATE IN ORDER TO RESERVE FOR FUTURE REPAIR AND MAINTENANCE EXPENSES.

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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 (2022)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $86,316

Other Revenue $67,254

TOTAL REVENUE $153,570

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,794,305

Other Expenses $8,330

TOTAL EXPENSES $8,330

Year-over-Year Comparison

	2022	2021	Change
Revenue	$153,570	$-77,050	-3.0%
Expenses	$8,330	$9,384	-0.1%
Net Income	$145,240	$-86,434	-2.7%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SHAWN DE LUNA	DIRECTOR	0.50	Director	$0	$0	$0
ANNE CAMPBELL	SECRETARY	0.50	Officer Director	$0	$0	$0
PHILLIP RAISER	DIRECTOR	0.50	Director	$0	$0	$0
ROD LINHARES	VICE PRESIDENT	0.50	Officer Director	$0	$0	$0
TOM DOOR	DIRECTOR	0.50	Director	$0	$0	$0
TOM HUENING	DIRECTOR	0.50	Director	$0	$0	$0
JOHN DERUSSY	DIRECTOR	0.50	Director	$0	$0	$0
DICK BENNETT	DIRECTOR	0.50	Director	$0	$0	$0
SUE WINKS	PRESIDENT	0.50	Officer Director	$0	$0	$0
JEFF LOWENSTEIN	TREASURER	0.50	Officer Director	$0	$0	$0
CLARK FUNKHOUSER	DIRECTOR	0.50	Director	$0	$0	$0
TONY VILLANUEVA	DIRECTOR	0.50	Director	$0	$0	$0
GARY HUNT	DIRECTOR	0.50	Director	$0	$0	$0
LISA DIAZ-NASH	DIRECTOR	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	No data	No data	No data	No data
2023	$153,570	$8,330	$13,521,898	$145,240
2022	$-77,050	$9,384	$13,411,122	$-86,434
2021	$154,665	$8,278	$14,147,935	$146,387
2020	$149,542	$13,664	$14,052,224	$135,878
2019	$410,666	$12,652	$8,538,093	$398,014