ROTARY CLUB OF LONG BEACH CA (EIN 951165781) - Form 990 Financial Analysis & Trantor Score

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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

1917

Legal Domicile

Principal Officer

STEVE HOCKETT

Phone

5624368181

Tax Period

2024-07-01 to 2025-06-30

ROTARY CLUB OF LONG BEACH CA, founded in 1917, is a small nonprofit that reported $370K in total revenue in fiscal year 2024. Revenue grew 15% year-over-year, indicating healthy expansion.

Mission

SUPPORT COMMUNITY WELFARE, CHARITIES, AND EDUCATIONAL OPPORTUNITIES.

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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 $0

Program Service Revenue $370,063

Investment Income $72

Other Revenue $0

TOTAL REVENUE $370,135

Expense Breakdown

Grants Paid $0

Salaries & Benefits $148,102

Fundraising Expenses $0

Program Expenses $184,586

Other Expenses $248,187

TOTAL EXPENSES $396,289

Year-over-Year Comparison

	2024	2023	Change
Revenue	$370,135	$323,062	+0.1%
Expenses	$396,289	$351,032	+0.1%
Net Income	$-26,154	$-27,970	-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

Volunteers

300

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

$91,874

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MADRID ZIMMERMAN	EXECUTIVE DI	40.00	Officer	$91,874	$0	$91,874
TIM ALDRETE	CLUB SERVICE	8.00	Officer Director	$0	$0	$0
ROGER CIVALLERI	SERGEANT AT	8.00	Officer Director	$0	$0	$0
KAY COFIELD	ASSISTANT TO	8.00	Officer Director	$0	$0	$0
MICHELE DOBSON	PAST PRESIDE	8.00	Officer Director	$0	$0	$0
LISA FINN	SERGEANT AT	8.00	Officer Director	$0	$0	$0
RICH GIBSON	VICE PRESIDE	8.00	Officer Director	$0	$0	$0
NATALIE HALE	FELLOWSHIP	8.00	Officer Director	$0	$0	$0
STEVE HOCKETT	PRESIDENT	16.00	Officer Director	$0	$0	$0
RANDY KEMNER	SERGEANT AT	8.00	Officer Director	$0	$0	$0
LANCE KENYON	VICE PRESIDE	8.00	Officer Director	$0	$0	$0
MATT KINLEY	INTERNATIONA	8.00	Officer Director	$0	$0	$0
WHITNEY LEATHERS	COMMUNICATIO	8.00	Officer Director	$0	$0	$0
BRADEN PHILLIPS	ASSISTANT TO	8.00	Officer Director	$0	$0	$0
LINDA RAHN	VICE PRESIDE	8.00	Officer Director	$0	$0	$0
LISA RAMELOW	COMMUNICATIO	8.00	Officer Director	$0	$0	$0
MIKE RIVARD	VICE PRESIDE	8.00	Officer Director	$0	$0	$0
JOHN ROMUNDSTAD	SECRETARY TR	8.00	Officer Director	$0	$0	$0
KELLY RUGIRELLO	PRESIDENT EL	8.00	Officer Director	$0	$0	$0
WAYNE SLAVITT	PRESIDENT NO	8.00	Officer Director	$0	$0	$0
SARA SORIANO	MEMBERSHIP S	8.00	Officer Director	$0	$0	$0
DAN TAPIA	SERGEANT AT	8.00	Officer Director	$0	$0	$0
DEBBIE THORPE	MEMBERSHIP S	8.00	Officer Director	$0	$0	$0
CONOR WEIR	YOUTH SERVIC	8.00	Officer Director	$0	$0	$0
LESLIE WIBERG	COMMUNITY SE	8.00	Officer Director	$0	$0	$0
NANCY ZWIERS	CAREER SERVI	8.00	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	$370,135	$396,289	$339,740	$-26,154
2024	$323,062	$351,032	$372,259	$-27,970
2023	$339,006	$350,896	$388,769	$-11,890
2022	$318,082	$399,351	$292,663	$-81,269
2021	$236,927	$230,545	$334,652	$6,382
2020	$322,717	$298,414	$477,940	$24,303
2019	$342,475	$325,988	$527,645	$16,487
2018	$345,633	$310,664	$463,592	$34,969

ROTARY CLUB OF LONG BEACH CA