ROTARY SERVICE FUND OF BURLINGAME

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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

1925

Legal Domicile

Principal Officer

PHIL SIEGLE

Phone

6503421304

Tax Period

2024-07-01 to 2025-06-30

ROTARY SERVICE FUND OF BURLINGAME, founded in 1925, is a small nonprofit that reported $107K in total revenue in fiscal year 2024. Revenue surged 81% from the prior year, signaling strong growth momentum. The organization ran a surplus of $26K, a strong 25% operating margin.

Mission

WE PROVIDE SERVICE TO OTHERS, PROMOTE INTEGRITY, AND ADVANCE WORLD UNDERSTANDING, GOODWILL, AND PEACE THROUGH OUR FELLOWSHIP OF BUSINESS, PROFESSIONAL, AND COMMUNITY LEADERS.

Program Service Accomplishments

Program 1

Expenses: $35,750

SCHOLARSHIPS-FOUR YEAR COLLEGES

Program 2

Expenses: $22,208

SCHOLARSHIPS WERE GIVEN TO VARIOUS STUDENTS IN LOCAL HIGH SCHOOLS AND UNIVERSITIES, INCLUDING INCENTIVE SCHOLARSHIPS TO MIDDLE SCHOOL STUDENTS PAYABLE UPONCOLLEGE MATRICULATION.

Program 3

Expenses: $19,040

DISCRETIONARY CONTRIBUTIONS AND INTERNATIONAL CONTRIBUTIONS

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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 $33,695

Program Service Revenue $0

Investment Income $36,994

Other Revenue $36,517

TOTAL REVENUE $107,206

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $80,903

Other Expenses $80,903

TOTAL EXPENSES $80,903

Year-over-Year Comparison

	2024	2023	Change
Revenue	$107,206	$59,101	+0.8%
Expenses	$80,903	$55,122	+0.5%
Net Income	$26,303	$3,979	+5.6%

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
AL ROYCE	BOARD MEMBER	0.50	Officer	$0	$0	$0
BOB DOERR	BOARD MEMBER	0.50	Officer	$0	$0	$0
BOBBA VENKATADRI	BOARD MEMBER	0.50	Officer	$0	$0	$0
CHARLENE DRUMMER	BOARD MEMBER	0.50	Officer	$0	$0	$0
DOUG PERSON	PRESIDENT	0.50	Officer	$0	$0	$0
FRITZ BRAUNER	BOARD MEMBER	0.50	Officer	$0	$0	$0
JEFF KROLIK	BOARD MEMBER	0.50	Officer	$0	$0	$0
JENNIFER PENCE	BOARD MEMBER	0.50	Officer	$0	$0	$0
JERRY WINGES	BOARD MEMBER	0.50	Officer	$0	$0	$0
JOE LA MARIANA	BOARD MEMBER	0.50	Officer	$0	$0	$0
MARILYN ORR	SECRETARY	0.50	Officer	$0	$0	$0
NIMISHA MELAG	BOARD MEMBER	0.50	Officer	$0	$0	$0
PHIL SIEGLE	PAST PRESIDENT	0.50	Officer	$0	$0	$0
RAUL PULIDO	BOARD MEMBER	0.50	Officer	$0	$0	$0
SCOTT CAMPBELL	TREASURER	0.50	Officer	$0	$0	$0
WILLIAM LI	BOARD MEMBER	0.50	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
2025	$107,206	$80,903	$664,011	$26,303
2024	No data	No data	No data	No data
2023	$76,480	$30,465	$538,477	$46,015
2021	$107,335	$65,098	$562,354	$42,237