Rotary Club of Bakersfield (EIN 951869010) - 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

1959

Legal Domicile

Principal Officer

Kristen Watson

Phone

6613250696

Tax Period

2024-07-01 to 2025-06-30

Rotary Club of Bakersfield, founded in 1959, is a small nonprofit that reported $225K in total revenue in fiscal year 2024. Expenses of $204K left a modest 9% surplus.

Mission

To assist in the continued development of charitable and educational organizations.

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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 $100

Program Service Revenue $220,709

Investment Income $3,851

Other Revenue $0

TOTAL REVENUE $224,660

Expense Breakdown

Grants Paid $38,724

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $133,417

Other Expenses $165,257

TOTAL EXPENSES $203,981

Year-over-Year Comparison

	2024	2023	Change
Revenue	$224,660	$223,447	+0.0%
Expenses	$203,981	$224,817	-0.1%
Net Income	$20,679	$-1,370	-16.1%

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

N/A

Volunteers

N/A

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
Kristen Watson	President	2.00	Officer Director	$0	$0	$0
Jeff Gutierrez	President Elect	2.00	Officer Director	$0	$0	$0
Sam Newland	Treasurer	2.00	Officer Director	$0	$0	$0
Kat Clowes	Secretary	2.00	Officer Director	$0	$0	$0
Toni Harper	Pres Elec Nom	2.00	Officer Director	$0	$0	$0
Joe Hay	Past President	2.00	Officer Director	$0	$0	$0
Jean-Luc Slagle	Director	1.00	Director	$0	$0	$0
Juan Bustamante	Director	1.00	Director	$0	$0	$0
Justin Salters	Director	1.00	Director	$0	$0	$0
Brad Barnes	Director	1.00	Director	$0	$0	$0
Jason Cater	Sgt-at-arms	1.00	Director	$0	$0	$0
Shawn Shambaugh	Director	1.00	Director	$0	$0	$0
Mark Barnes	Director	1.00	Director	$0	$0	$0
Nik Boone	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	$224,660	$203,981	$379,782	$20,679
2024	No data	No data	No data	No data
2023	$208,082	$172,304	$361,857	$35,778
2022	$209,355	$257,103	$367,798	$-47,748
2019	$232,937	$195,248	$267,236	$37,689
2018	$230,866	$240,585	$293,001	$-9,719

Rotary Club of Bakersfield