ROTARY PLAZA INC

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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

1967

Legal Domicile

Principal Officer

BRUCE WRIGHT

Phone

6508715323

Tax Period

2023-01-01 to 2023-12-31

ROTARY PLAZA INC, founded in 1967, is a small nonprofit that reported $588K in total revenue in fiscal year 2023. The organization ran a surplus of $584K, a strong 99% operating margin.

Mission

TO INVEST IN AFFORDABLE HOUSING AND RELATED SERVICES FOR ELDERLY PERSONS LOCATED IN SOUTH SAN FRANCISCO, CALIFORNIA.

Program Service Accomplishments

Program 1

Expenses: $0 Revenue: $0

TO INVEST IN AFFORDABLE HOUSING AND RELATED SERVICES FOR ELDERLY PERSONS LOCATED IN SOUTH SAN FRANCISCO, CALIFORNIA. WE ARE ACCUMULATING FUNDS TO BUILD A THIRD LOW-INCOME SENIOR HOUSING PROJECT IN...

TO INVEST IN AFFORDABLE HOUSING AND RELATED SERVICES FOR ELDERLY PERSONS LOCATED IN SOUTH SAN FRANCISCO, CALIFORNIA. WE ARE ACCUMULATING FUNDS TO BUILD A THIRD LOW-INCOME SENIOR HOUSING PROJECT IN SOUTH SAN FRANCISCO. WE HAVE IDENTIFIED A SITE AND EXPECT TO COMPLETE THE LAND PURCHASE IN JUNE 2024, FOR $10.5 MILLION.

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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 $0

Program Service Revenue $0

Investment Income $587,943

Other Revenue $0

TOTAL REVENUE $587,943

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $3,861

TOTAL EXPENSES $3,861

Year-over-Year Comparison

	2023	2022	Change
Revenue	$587,943	$568,840	+0.0%
Expenses	$3,861	$3,818,816	-1.0%
Net Income	$584,082	$-3,249,976	-1.2%

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
ED BORTOLI	PRESIDENT	1.00	Officer Director	$0	$0	$0
MARK BARRADAS	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
BRUCE WRIGHT	TREASURER	1.00	Officer Director	$0	$0	$0
MATTEO RIZZO	SECRETARY	1.00	Officer Director	$0	$0	$0
BRIAN ORTH	DIRECTOR	1.00	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
2024	No data	No data	No data	No data
2023	$587,943	$3,861	$41,408,620	$584,082
2022	$568,840	$3,818,816	$39,533,493	$-3,249,976
2021	$625,096	$159,846	$44,257,593	$465,250
2020	$622,296	$252,753	$42,353,324	$369,543
2019	$2,681,062	$100,050	$40,887,418	$2,581,012
2018	$640,719	$1,878	$37,538,533	$638,841