PASADENA ROTARY CLUB ROTARY INTERN… - 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

1920

Legal Domicile

Principal Officer

C ANTHONY PHILLIPS

Phone

6264400908

Tax Period

2023-07-01 to 2024-06-30

PASADENA ROTARY CLUB ROTARY INTERNATIONAL, founded in 1920, is a small nonprofit that reported $316K in total revenue in fiscal year 2023.

Mission

TO ENCOURAGE AND FOSTER THE IDEAL OF SERVICE AS A BASIS OF WORTHY ENTERPRISE.

Program Service Accomplishments

Program 1

Expenses: $138,267 Revenue: $195,637

LUNCHEON MEETINGS ARE HELD TO CONDUCT BUSINESS RELATED TO ORGANIZATION'S EXEMPT PURPOSE; TO DEVELOP BUSINESS RELATIONSHIPS; TO INCREASE COMMUNITY AWARENESS; AND TO ADVANCE INTERNATIONAL...

LUNCHEON MEETINGS ARE HELD TO CONDUCT BUSINESS RELATED TO ORGANIZATION'S EXEMPT PURPOSE; TO DEVELOP BUSINESS RELATIONSHIPS; TO INCREASE COMMUNITY AWARENESS; AND TO ADVANCE INTERNATIONAL UNDERSTANDING, GOODWILL AND PEACE THROUGH WORLD FELLOWSHIP. MEETINGS ARE HELD WEEKLY FOR APPROXIMATELY 230 MEMBERS.

Program 2

Expenses: $57,209 Revenue: $24,461

THROUGH COMMITTEE ACTIVITIES AND CLUB EVENTS, THE ROTARY CLUB OF PASADENA SUPPORTS THE OBJECTIVES AND IDEAS OF ROTARY INTERNATIONAL SEEKING TO MAINTAIN A POSITION OF PRE-EMINENCE AMONG SERVICE...

THROUGH COMMITTEE ACTIVITIES AND CLUB EVENTS, THE ROTARY CLUB OF PASADENA SUPPORTS THE OBJECTIVES AND IDEAS OF ROTARY INTERNATIONAL SEEKING TO MAINTAIN A POSITION OF PRE-EMINENCE AMONG SERVICE ORGANIZATIONS IN THE COMMUNITY. THIS IS ACHIEVED BY PROVIDING FELLOWSHIP AND DIVERSITY OF OPPORTUNITY FOR BUSINESS, SOCIAL, AND COMMUNITY SERVICE ACTIVITIES BOTH LOCALLY AND INTERNATIONALLY. THERE ARE 34 COMMITTEES TO SUPPORT THE OBJECTIVES OF THE ORGANIZATION.

Program 3

Expenses: $23,106 Revenue: $2,500

COMMUNITY SERVICE PROJECTS AND EVENTS ARE HELD TO SUPPORT EDUCATIONAL AND CHARITABLE PROJECTS IN BOTH THE PASADENA COMMUNITY AND WITH INTERNATIONAL AFFILIATES

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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 $92,870

Program Service Revenue $222,598

Investment Income $46

Other Revenue $0

TOTAL REVENUE $315,514

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $218,582

Other Expenses $313,030

TOTAL EXPENSES $313,030

Year-over-Year Comparison

	2023	2022	Change
Revenue	$315,514	$310,892	+0.0%
Expenses	$313,030	$313,168	0.0%
Net Income	$2,484	$-2,276	-2.1%

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

157

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
JUSTENE ADAMEC	PRESIDENT	15.00	Officer Director	$0	$0	$0
MARY LOU BYRNE	IMMEDIATE PAST PRESIDENT	5.00	Officer Director	$0	$0	$0
STEPHEN SMITH	PRESIDENT ELECT	5.00	Officer Director	$0	$0	$0
C ANTHONY PHILLIPS	TREASURER	3.00	Officer Director	$0	$0	$0
MICHELE FERRONI	SECRETARY	3.00	Officer Director	$0	$0	$0
DON ANDRUES	DIRECTOR	1.00	Director	$0	$0	$0
JOHN BURT	DIRECTOR	1.00	Director	$0	$0	$0
LISA CAVELIER	DIRECTOR	1.00	Director	$0	$0	$0
GEORGE FALARDEAU	DIRECTOR	1.00	Director	$0	$0	$0
SANDY GOODENOUGH	DIRECTOR	1.00	Director	$0	$0	$0
DEBI KROMAN	DIRECTOR	1.00	Director	$0	$0	$0
JP HARRIS	DIRECTOR	1.00	Director	$0	$0	$0
WENDE LEE	DIRECTOR	1.00	Director	$0	$0	$0
HILLARY SCHENK	DIRECTOR	1.00	Director	$0	$0	$0
TAMMY SILVER	DIRECTOR	1.00	Director	$0	$0	$0
CYRIL VERGIS	DIRECTOR	1.00	Director	$0	$0	$0
MARK WATERSON	DIRECTOR	1.00	Director	$0	$0	$0
FRANK FISH	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
2025	No data	No data	No data	No data
2024	$315,514	$313,030	$215,326	$2,484
2023	$310,892	$313,168	$164,552	$-2,276
2022	$252,429	$259,438	$178,437	$-7,009
2021	$122,975	$118,775	$187,250	$4,200
2020	$290,291	$301,553	$187,417	$-11,262
2019	$378,201	$371,154	$191,760	$7,047

PASADENA ROTARY CLUB ROTARY INTERNATIONAL