ROTARY CLUB OF SAN DIEGO (EIN 951165783) - 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

1911

Legal Domicile

Principal Officer

JORDAN MAHARAJ

Phone

6192993309

Tax Period

2023-07-01 to 2024-06-30

ROTARY CLUB OF SAN DIEGO, founded in 1911, is a small nonprofit that reported $693K in total revenue in fiscal year 2023.

Mission

ENCOURAGE & FOSTER COMMUNITY SERVICE VIA THE IDEAL OF SERVICE AS A BASIS OF WORTHY ENTERPRISE, APPLICATION OF THE IDEAL OF SERVICE IN EACH ROTARIANS LIFE AND ADVANCE INTERNATIONAL UNDERSTANDING, GOODWILL AND PEACE THROUGH A WORLD FELLOWSHIP UNITED IN THE IDEAL OF SERVICE.

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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 $179,010

Program Service Revenue $508,698

Investment Income $5,033

Other Revenue $0

TOTAL REVENUE $692,741

Expense Breakdown

Grants Paid $21,350

Salaries & Benefits $208,235

Fundraising Expenses $0

Program Expenses $520,221

Other Expenses $444,154

TOTAL EXPENSES $673,739

Year-over-Year Comparison

	2023	2022	Change
Revenue	$692,741	$674,474	+0.0%
Expenses	$673,739	$652,412	+0.0%
Net Income	$19,002	$22,062	-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

400

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

$144,475

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JORDAN MAHARAJ	Executive Dir.	50.00	Officer	$129,337	$15,138	$144,475
JUDY THOMPSON	Past President	5.00	Officer Director	$0	$0	$0
MICHAEL BRUNKER	President	15.00	Officer Director	$0	$0	$0
MIA HARENKI	President Elect	5.00	Officer Director	$0	$0	$0
WENDY MCKINNEY	Sec/Treas	5.00	Officer Director	$0	$0	$0
WENDY URUSHIMA-CONN	President Nom	5.00	Officer Director	$0	$0	$0
RACHEL INMON	Director	1.00	Director	$0	$0	$0
GLENN YOUNGER	Director	1.00	Director	$0	$0	$0
SOLVEIG DEUPREY	Director	1.00	Director	$0	$0	$0
ALLYSON TUTOR	Director	1.00	Director	$0	$0	$0
JORDAN HARRISON	Director	1.00	Director	$0	$0	$0
KIMBERLEY LAYTON	Director	1.00	Director	$0	$0	$0
WILLIAM HAGE	Director	1.00	Director	$0	$0	$0
CAMILLE NEWBERN	Director	1.00	Director	$0	$0	$0
STEPHANIE SAATHOFF	Director	1.00	Director	$0	$0	$0
MARK BURGESS	Director	1.00	Director	$0	$0	$0
SIMONA VALANCIUTE	Director	1.00	Director	$0	$0	$0
DUKE SOBEK	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	$692,741	$673,739	$509,768	$19,002
2023	$674,474	$652,412	$471,705	$22,062
2022	$767,272	$702,198	$432,401	$65,074
2021	$288,531	$277,551	$362,984	$10,980
2020	$558,712	$588,750	$340,074	$-30,038
2019	$703,194	$688,365	$369,991	$14,829
2018	$745,423	$690,553	$371,480	$54,870

ROTARY CLUB OF SAN DIEGO