ROTARY INTERNATIONAL LOS GATOS

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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

1924

Legal Domicile

Principal Officer

PATTI VAN DER BURG

Phone

4083481497

Tax Period

2023-07-01 to 2024-06-30

ROTARY INTERNATIONAL LOS GATOS, founded in 1924, is a micro nonprofit that reported $97K in total revenue in fiscal year 2023. Revenue decreased 12% compared to the prior year.

Mission

THE OBJECT OF ROTARY IS TO ENCOURAGE AND FOSTER THE IDEAL OF SERVICE AS A BASIS OF WORTHY ENTERPRISE. MOTTO IS SERVICE ABOVE SELF.

Program Service Accomplishments

Program 1

Expenses: $48,576 Revenue: $66,407

CHARITABLE ENDEAVORS FOR YOUTH, INTERNATIONAL AND LOCAL ROTARY PROJECTS

Program 2

Expenses: $40,246 Revenue: $27,140

CLUB LUNCHEONS AND SOCIAL ACTIVITIES FURTHERING THE FELLOWSHIP AND BUSINESS TO BUSINESS GOODWILL AND COMMUNITY INTERACTION

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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 $69,574

Program Service Revenue $27,140

Investment Income $270

Other Revenue $0

TOTAL REVENUE $96,984

Expense Breakdown

Grants Paid $11,621

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $88,822

Other Expenses $89,606

TOTAL EXPENSES $101,227

Year-over-Year Comparison

	2023	2022	Change
Revenue	$96,984	$110,329	-0.1%
Expenses	$101,227	$99,672	+0.0%
Net Income	$-4,243	$10,657	-1.4%

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

141

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
RAMON WARE	DIRECTOR	2.00	Director	$0	$0	$0
PAUL JOHNSON	DIRECTOR	2.00	Director	$0	$0	$0
JEAN-MARC BLANCHARD	DIRECTOR	2.00	Director	$0	$0	$0
KIRSTEN BRIDGES	DIRECTOR	2.00	Director	$0	$0	$0
RACHELLE LOPP	DIRECTOR/VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
MEGHAN BURTON	DIRECTOR/PRESIDENT	2.00	Officer Director	$0	$0	$0
DOUG BRENT	DIRECTOR/PRESIDENT ELECT	2.00	Officer Director	$0	$0	$0
PATTI VAN DER BURG	DIRECTOR/TREASURER	2.00	Officer Director	$0	$0	$0
MIKE MORCIA	IMMEDIATE PAST PRESIDENT	2.00	Director	$0	$0	$0
GREGG BUTTERFIELD	DIRECTOR	2.00	Director	$0	$0	$0
TERRI TROTTER	ASSISTANT SECRETARY	2.00	Director	$0	$0	$0
DAN SNYDER	ASSISTANT TREASURER	2.00	Director	$0	$0	$0
DAVID HUBBARD	DIRECTOR/SECRETARY	2.00	Officer 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	$96,984	$101,227	$64,954	$-4,243
2023	$110,329	$99,672	$64,368	$10,657
2022	$123,114	$188,852	$52,270	$-65,738
2021	$74,759	$64,191	$118,008	$10,568
2020	$72,270	$63,344	$108,438	$8,926
2019	$108,256	$100,998	$98,514	$7,258
2018	$102,417	$99,239	$91,256	$3,178