ROTARY CLUB OF CLAREMONT CA INC

EIN: 951762462 Community Improvement

CLAREMONT, CA

Total Revenue
$99,816
Total Expenses
$95,167
Total Assets
$47,831
Net Assets
$47,831
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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
CA
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

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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%)

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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

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Governance

Voting Members
11
Independent Members
11
Employees
N/A
Volunteers
84

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
4
$0
Total Directors
0
$0
Key Employees
0
$0
Highest Compensated
0
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
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