ROTARY CLUB OF SANTA MONICA (EIN 951192263) - 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

1922

Legal Domicile

Phone

3109173313

Tax Period

2024-07-01 to 2025-06-30

ROTARY CLUB OF SANTA MONICA, founded in 1922, is a small nonprofit that reported $205K in total revenue in fiscal year 2024. Revenue decreased 8% compared to the prior year.

Mission

The entity is a community service membership organization whose members volunteer their time to help the local and international community. Their major source of income comes from membership dues and luncheon fees. The majority of expenses incurred are due to club operations.

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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 $97,330

Investment Income $38

Other Revenue $107,400

TOTAL REVENUE $204,768

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $213,363

TOTAL EXPENSES $213,363

Year-over-Year Comparison

	2024	2023	Change
Revenue	$204,768	$222,023	-0.1%
Expenses	$213,363	$208,484	+0.0%
Net Income	$-8,595	$13,539	-1.6%

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
Renuka Desai	Director	10.00	Director	$0	$0	$0
Leonard Lanzi	Director	10.00	Director	$0	$0	$0
Hodge Patterson	Director	10.00	Director	$0	$0	$0
Timur Berberoglu	Director	10.00	Director	$0	$0	$0
Monika White	President	20.00	Officer	$0	$0	$0
William Chillingworth	President Elect	15.00	Officer	$0	$0	$0
Ken Waltzer	Past President	5.00	Officer	$0	$0	$0
Gary Ogden	Vice President	15.00	Officer	$0	$0	$0
Karin Wallerstein	Vice President	15.00	Officer	$0	$0	$0
Tanya Gilbert	Secretary	15.00	Officer	$0	$0	$0
George Pickell	Treasurer	15.00	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	$204,768	$213,363	$98,037	$-8,595
2024	$222,023	$208,484	$100,334	$13,539
2023	$189,340	$202,022	$86,795	$-12,682
2022	$256,450	$213,932	$99,477	$42,518
2021	$88,106	$96,949	$56,959	$-8,843
2020	$229,154	$219,073	$65,802	$10,081
2019	$273,302	$277,409	$55,721	$-4,107
2018	$271,977	$279,684	$59,828	$-7,707

ROTARY CLUB OF SANTA MONICA