ROTARY CLUB OF CHULA VISTA (EIN 952368243) - 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

1963

Legal Domicile

Phone

6199346107

Tax Period

2023-07-01 to 2024-06-30

ROTARY CLUB OF CHULA VISTA, founded in 1963, is a micro nonprofit that reported $78K in total revenue in fiscal year 2023. Revenue surged 52% from the prior year, signaling strong growth momentum. Expenses of $68K left a modest 13% surplus.

Mission

THE CLUB IS AN ORGANIZATION OF BUSINESS PROFESSIONALS AND COMMUNITY LEADERS THAT VOLUNTEER TIME AND RESOURCES TO ASSIST IN COMMUNITY NEEDS AS A SOCIAL WELFARE GROUP.

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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 $78,199

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $78,199

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $64,892

Other Expenses $68,148

TOTAL EXPENSES $68,148

Year-over-Year Comparison

	2023	2022	Change
Revenue	$78,199	$51,437	+0.5%
Expenses	$68,148	$63,944	+0.1%
Net Income	$10,051	$-12,507	-1.8%

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
RASHA ROSHDY	Treasurer	5.00	Director	$0	$0	$0
JESSE FERNANDEZ	President	5.00	Officer Director	$0	$0	$0
MORA KELLER DE MURQULA	Past President	5.00	Officer Director	$0	$0	$0
RISA BARON	Secretary	5.00	Officer Director	$0	$0	$0
BEN KOALA	President elect	5.00	Officer 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	$78,199	$68,148	$64,892	$10,051
2023	$51,437	$63,944	$33,252	$-12,507
2022	$58,377	$59,662	$42,723	$-1,285
2021	$24,688	$19,708	$43,089	$4,980
2020	$52,561	$54,766	$37,359	$-2,205
2019	$66,305	$68,331	$39,699	$-2,026

ROTARY CLUB OF CHULA VISTA