ROTARY CLUB OF SAN CARLOS COMMUNIT… - 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

1966

Legal Domicile

Phone

6505935606

Tax Period

2024-07-01 to 2025-06-30

ROTARY CLUB OF SAN CARLOS COMMUNITY SERVICE INC, founded in 1966, is a micro nonprofit in the Community Improvement sector that reported $89K in total revenue in fiscal year 2024. The organization ran a surplus of $57K, a strong 65% operating margin.

Mission

ROTARY IS A WORLDWIDE ORGANIZATION OF BUSINESS AND PROFESSIONAL LEADERS THAT PROVIDES HUMANITARIAN SERVICES, ENCOURAGES HIGH ETHICAL STANDARDS IN ALL VOCATIONS, AND HELPS BUILD GOODWILL AND PEACE IN THE WORLD.

Program Service Accomplishments

Program 1

Expenses: $19,795

DONATIONS PAID TO VARIOUS CHARITABLE ORGANIZATIONS, INCLUDING THE ROTARY FOUNDATION AND SCHOLARSHIPS PAID TO QUALIFIED STUDENTS.

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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 (2024)

Revenue Breakdown

Contributions & Grants $9,242

Program Service Revenue $0

Investment Income $60,647

Other Revenue $19,118

TOTAL REVENUE $89,007

Expense Breakdown

Grants Paid $19,795

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $19,795

Other Expenses $11,734

TOTAL EXPENSES $31,529

Year-over-Year Comparison

	2024	2023	Change
Revenue	$89,007	$87,061	+0.0%
Expenses	$31,529	$35,625	-0.1%
Net Income	$57,478	$51,436	+0.1%

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

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
STEVE CARLSON	Director	1.00	Director	$0	$0	$0
CHRIS DAVIS	Director	1.00	Director	$0	$0	$0
FRANK MINUTI	Director	1.00	Director	$0	$0	$0
JANETTE RABIN	Secretary	2.00	Officer Director	$0	$0	$0
NEIL LUNDY	Director	1.00	Director	$0	$0	$0
ALEK KLEBANER	Past President	1.00	Director	$0	$0	$0
Elizabeth Koefoed	Treasurer	2.00	Officer Director	$0	$0	$0
AT VAN DEN HOUT	CO-PRESIDENT	2.00	Officer Director	$0	$0	$0
DANIEL TAYLOR	CO-PRESIDENT	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	$89,007	$31,529	$1,635,198	$57,478
2024	$87,061	$35,625	$1,497,567	$51,436
2023	$25,639	$28,014	$1,353,874	$-2,375
2022	$220,944	$25,437	$1,263,383	$195,507
2021	$119,967	$75,808	$1,460,389	$44,159
2020	$51,669	$39,879	$1,265,157	$11,790
2019	$129,356	$63,016	$1,278,242	$66,340

ROTARY CLUB OF SAN CARLOS COMMUNITY SERVICE INC