TRACY ROTARY CLUB (EIN 946103477) - 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

1950

Legal Domicile

Phone

2098331325

Tax Period

2021-07-01 to 2022-06-30

TRACY ROTARY CLUB, founded in 1950, is a micro nonprofit that reported $27K in total revenue in fiscal year 2021. Revenue fell 21% from the prior year — a significant decline worth monitoring. Expenses of $30K exceeded revenue, resulting in a 13% operating deficit.

Mission

COMMUNITY SERVICE AND SCHOLARSHIPS

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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 (2021)

Revenue Breakdown

Contributions & Grants $15,285

Program Service Revenue $4,421

Investment Income $0

Other Revenue $6,978

TOTAL REVENUE $26,684

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $20,150

Other Expenses $30,028

TOTAL EXPENSES $30,028

Year-over-Year Comparison

	2021	2020	Change
Revenue	$26,684	$33,637	-0.2%
Expenses	$30,028	$35,486	-0.2%
Net Income	$-3,344	$-1,849	+0.8%

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

N/A

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
SOFIA VALENZUELA	President	8.00	Officer	$0	$0	$0
KAL WAETZIG	Secretary	8.00	Officer	$0	$0	$0
KELLY WILSON	President	8.00	Officer	$0	$0	$0
STEPHAN MOORE	Treasurer	8.00	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	$26,684	$30,028	$14,460	$-3,344
2021	$33,637	$35,486	$17,804	$-1,849
2020	$65,007	$61,832	$19,653	$3,175
2019	$71,884	$81,426	$16,478	$-9,542
2018	$80,492	$82,036	$26,020	$-1,544

TRACY ROTARY CLUB