ROTARY INTERNATIONAL - PASO ROBLES… - 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

1963

Legal Domicile

Principal Officer

JAN JENSEN

Phone

8052381262

Tax Period

2023-07-01 to 2024-06-30

ROTARY INTERNATIONAL - PASO ROBLES DBA THE ROTARY CLUB OF PASO ROBLES, founded in 1963, is a small nonprofit that reported $123K in total revenue in fiscal year 2023.

Mission

PROMOTION OF ROTARY IDEALS, FELLOWSHIP AND EDUCATION THROUGH COMMUNITY AND WORLDWIDE INVOLVEMENT AND OUTREACH.

Program Service Accomplishments

Program 1

Expenses: $120,706

CONTINUED PROMOTION OF THE ROTARY IDEALS AND EDUCATION

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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 $54,039

Program Service Revenue $69,121

Investment Income $62

Other Revenue $0

TOTAL REVENUE $123,222

Expense Breakdown

Grants Paid $20,834

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $120,706

Other Expenses $103,486

TOTAL EXPENSES $124,320

Year-over-Year Comparison

	2023	2022	Change
Revenue	$123,222	$115,715	+0.1%
Expenses	$124,320	$124,953	0.0%
Net Income	$-1,098	$-9,238	-0.9%

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
JOAN WALKER	Chairman	1.00	Director	$0	$0	$0
LACEY CLIFTON-JENSEN	Chairman	1.00	Director	$0	$0	$0
KEBA BAIRD	Chairman	1.00	Director	$0	$0	$0
JESSICA FULLERTON	Director	1.00	Director	$0	$0	$0
KATHY TUCKER	Past President	1.00	Director	$0	$0	$0
LARS JORGENSEN	President Elect	1.00	Director	$0	$0	$0
REX THORNHILL	Bulletin Editor	1.00	Director	$0	$0	$0
JOE IRICK	Director	1.00	Director	$0	$0	$0
LINDA MIDKIFF	Director	1.00	Director	$0	$0	$0
RANDY HARDING	Chairman	1.00	Director	$0	$0	$0
BRIAN MAXTED	Chairman	1.00	Director	$0	$0	$0
JOHN HAMON	Director	1.00	Director	$0	$0	$0
CYNTHIA ANTHONY	Director	1.00	Director	$0	$0	$0
NICOLETTE HARLEY	Treasurer	2.00	Officer	$0	$0	$0
BOB VILHAUER	President	2.00	Officer	$0	$0	$0
KATIE LUPER	Secretary	2.00	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
2025	No data	No data	No data	No data
2024	$123,222	$124,320	$34,410	$-1,098
2023	$115,715	$124,953	$31,689	$-9,238
2022	$89,252	$78,611	$38,361	$10,641
2021	$50,791	$66,570	$78,298	$-15,779
2020	$202,729	$203,734	$94,077	$-1,005
2019	$238,703	$237,828	$95,082	$875
2018	$231,735	$254,927	$93,925	$-23,192

ROTARY INTERNATIONAL - PASO ROBLES DBA THE ROTARY CLUB OF PASO ROBLES