ROTARY CLUB OF OJAI CALIFORNIA INC (EIN 952562504) - 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

1970

Legal Domicile

Principal Officer

David Brubaker

Phone

8058953441

Tax Period

2022-07-01 to 2023-06-30

ROTARY CLUB OF OJAI CALIFORNIA INC, founded in 1970, is a small nonprofit that reported $208K in total revenue in fiscal year 2022. Expenses of $181K left a modest 13% surplus.

Mission

The mission of Rotary International is to provide service to others, promote integrity, and advance world understanding, goodwill, and peace through its fellowship of business, professional, and communuity leaders.

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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 (2022)

Revenue Breakdown

Contributions & Grants $91,293

Program Service Revenue $62,938

Investment Income $527

Other Revenue $52,789

TOTAL REVENUE $207,547

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $177,369

Other Expenses $181,067

TOTAL EXPENSES $181,067

Year-over-Year Comparison

	2022	2021	Change
Revenue	$207,547	$203,516	+0.0%
Expenses	$181,067	$180,361	+0.0%
Net Income	$26,480	$23,155	+0.1%

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

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
Wendy Barker	President Elect	2.00	Officer Director	$0	$0	$0
Cheree Edwards	Director	2.00	Director	$0	$0	$0
William Prather	Co-President	2.00	Officer Director	$0	$0	$0
Bret Nighman	Director	2.00	Director	$0	$0	$0
David Brubaker	Treasurer	2.00	Officer Director	$0	$0	$0
Betsy Watson	Director	2.00	Director	$0	$0	$0
Mike Weaver	Director	2.00	Director	$0	$0	$0
Deirdre Daly	Director	2.00	Director	$0	$0	$0
Michael Scar	Secretary	2.00	Officer Director	$0	$0	$0
Dave Watson	Director	2.00	Director	$0	$0	$0
Fern Barishman	Director	2.00	Director	$0	$0	$0
Carl Gross	Co-President	2.00	Officer Director	$0	$0	$0
Larry Beckett	Director	2.00	Director	$0	$0	$0
Don Reed	Director	2.00	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
2023	$207,547	$181,067	$189,306	$26,480
2022	$203,516	$180,361	$163,701	$23,155
2019	$206,824	$143,845	$110,274	$62,979

ROTARY CLUB OF OJAI CALIFORNIA INC