ROTARY CLUB OF CLAREMONT CA INC

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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

1950

Legal Domicile

Principal Officer

CAMERON TROXELL

Tax Period

2019-07-01 to 2020-06-30

ROTARY CLUB OF CLAREMONT CA INC, founded in 1950, is a micro nonprofit in the Community Improvement sector that reported $100K in total revenue in fiscal year 2019. Expenses of $95K left a modest 5% surplus.

Mission

COMMUNITY AND INTERNATIONAL PROJECTIONS AND EDUCATION

Program Service Accomplishments

Program 1

Expenses: $27,732

ROTARY CLUB MEETINGS INFORM MEMBERS ABOUT VARIOUS LOCAL AND INTERNATIONAL OPPORTUNITIES FOR SERVICE AND EDUCATE ATTENDEES THROUGH VARIOUS SPEAKERS.

Program 2

Expenses: $593

ROTARY VOLUNTEERS CONDUCT C.P.R. CLASSES, REVIEW SCHOLARSHIP APPLICATIONS AND JUDGE YOUTH AWARD PROGRAMS INVOLVING HUNDREDS OF CHILDREN AND YOUNG ADULTS.

Program 3

Expenses: $46,967

ROTARY CLUB SPONSORS CUB SCOUT PACK 408 TO PREPARE YOUNG PEOPLE TO MAKE ETHICAL AND MORAL CHOICES OVER THEIR LIFETIMES THROUGH EDUCATION AND ACTIVITIES THAT PROMOTE CITIZENSHIP, CHARACTER, PERSONAL...

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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 (2019)

Revenue Breakdown

Contributions & Grants $25,950

Program Service Revenue $29,099

Investment Income $0

Other Revenue $44,767

TOTAL REVENUE $99,816

Expense Breakdown

Grants Paid $5,508

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $75,292

Other Expenses $89,659

TOTAL EXPENSES $95,167

Year-over-Year Comparison

	2019	2018	Change
Revenue	$99,816	$100,815	0.0%
Expenses	$95,167	$77,194	+0.2%
Net Income	$4,649	$23,621	-0.8%

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
MARK CARSON	TREASURER	10.00	Officer	$0	$0	$0
JIM MARCHANT	SECRETARY	10.00	Officer	$0	$0	$0
CAMERON TROXELL	PRESIDENT	10.00	Officer	$0	$0	$0
ELIZABETH WRIGHT	VICE PRESIDE	10.00	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
2020	$99,816	$95,167	$47,831	$4,649