ROTARY CLUB OF YUBA CITY INC

EIN: 946103455

YUBA CITY, CA

Total Revenue
$108,163
Total Expenses
$81,598
Total Assets
$137,814
Net Assets
$124,793
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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
1994
Legal Domicile
CA
Principal Officer
JOE MCCLURE
Phone
5307773101
Tax Period
2021-07-01 to 2022-06-30

ROTARY CLUB OF YUBA CITY INC, founded in 1994, is a small nonprofit that reported $108K in total revenue in fiscal year 2021. Revenue surged 49% from the prior year, signaling strong growth momentum. The organization ran a surplus of $27K, a strong 25% operating margin.

Mission

THE OBJECT OF ROTARY IS TO ENCOURAGE AND FOSTER THE IDEAL OF SERVICE AS A BASIS OF WORTHY ENTERPRISE AND, IN PARTICULAR, TO ENCOURAGE AND FOSTER:FIRST: THE DEVELOPMENT OF AQUAINTANCE AS AN OPPORTUNITY FOR SERVICE;SECOND: HIGH ETHICAL STANDARDS IN BUSINESS AND PROFESSIONS; THE RECOGNITION OF THE WORTHINESS OF ALL USEFUL OCCUPATIONS; AND THE DIGNIFYING OF EACH ROTARIAN'S OCCUPATION AS AN OPPORTUNITY TO SERVE SOCIETY;THIRD: THE APPLICATION OF THE IDEAL OF SERVICE IN EACH ROTARIAN'S PERSONAL, BUSINESS, AND COMMUNITY LIFE;FOURTH: THE ADVANCEMENT OF INTERNATIONAL UNDERSTANDING, GOODWILL, AND PEACE THROUGH A WORLD FELLOWSHIP OF BUSINESS AND PROFESSIONAL PERSONS UNITED IN THE IDEAL OF SERVICE.

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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%)

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Financial Overview (2021)

Revenue Breakdown

Contributions & Grants $16,497
Program Service Revenue $35,414
Investment Income $4
Other Revenue $56,248
TOTAL REVENUE $108,163

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $73,405
Other Expenses $81,598
TOTAL EXPENSES $81,598

Year-over-Year Comparison

2021 2020 Change
Revenue $108,163 $72,759 +0.5%
Expenses $81,598 $62,256 +0.3%
Net Income $26,565 $10,503 +1.5%
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

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Governance

Voting Members
10
Independent Members
10
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
6
$0
Total Directors
5
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
COLLEEN LAMON Director 1.00
Director
$0 $0 $0
JAMIE KEITH Director 2.00
Director
$0 $0 $0
STEVE KROEGER Director 2.00
Director
$0 $0 $0
TARA ART Director 1.00
Director
$0 $0 $0
NEELAM CONTO-LUGO Director 1.00
Director
$0 $0 $0
JAYNE SILVEIRA Secretary 2.00
Officer
$0 $0 $0
ANDI RICHMAOND Treasurer 2.00
Officer
$0 $0 $0
PATRICK LARRIGAN President Elect 2.00
Officer
$0 $0 $0
JOE MCCLURE President 1.00
Officer
$0 $0 $0
JILLIAN JUSTICE Vice President 2.00
Officer
$0 $0 $0
KAREN TABLER Past President 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 $108,163 $81,598 $137,814 $26,565
2021 $72,759 $62,256 $113,120 $10,503
2020 $177,088 $155,189 $125,825 $21,899
2019 $143,209 $168,580 $116,718 $-25,371
2018 $162,350 $123,512 $114,604 $38,838
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