ROTARY CLUB OF PACIFICA ENDOWMENT … - Form 990 Financial Data

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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

2009

Legal Domicile

Principal Officer

JACK P HUG

Phone

6504383945

Tax Period

2023-01-01 to 2023-12-31

ROTARY CLUB OF PACIFICA ENDOWMENT FOUNDATION, founded in 2009, is a small nonprofit in the Unknown sector that reported $503K in total revenue in fiscal year 2023. The organization ran a surplus of $499K, a strong 99% operating margin.

Mission

TO SUPPORT EDUCATIONAL AND SERVICE PROJECTS SPONSORED BY THE ROTARY CLUB OF PACIFICA

Program Service Accomplishments

Program 1

Expenses: $500 Revenue: $0

PROVIDING DICTIONARIES TO EVERY THIRD-GRADERS IN PACIFICA SCHOOL DISTRICT. ABOUT 300 ELEMENTARY STUDENTS WERE SERVED.

Program 2

Expenses: $0 Revenue: $0

COLLEGE FINANCIAL COUNSELING FOR HIGH SCHOOL FAMILIES IN PACIFICA

Program 3

Expenses: $0 Revenue: $0

COMMUNITY BEAUTIFICATION AND ENVIRONMENTAL PROJECTS AT RORARY PLAZA AND GRACE MCCARTHY VISTA POINT.

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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 $493,208

Program Service Revenue $0

Investment Income $10,226

Other Revenue $0

TOTAL REVENUE $503,434

Expense Breakdown

Grants Paid $500

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $500

Other Expenses $3,646

TOTAL EXPENSES $4,146

Year-over-Year Comparison

	2023	2022	Change
Revenue	$503,434	N/A	N/A
Expenses	$4,146	N/A	N/A
Net Income	$499,288	N/A	N/A

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
JACK HUG	PRESIDENT	1.00	Director	$0	$0	$0
PATRICK HALL	SECRETARY	0.25	Director	$0	$0	$0
VIRGINIA JAQUITH	CFO	0.25	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
2023	$503,434	$4,146	$564,822	$499,288

ROTARY CLUB OF PACIFICA ENDOWMENT FOUNDATION