RANCHO BERNARDO ROTARY CLUB FOUNDATION (EIN 953296211) - 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

1978

Legal Domicile

Principal Officer

ATHENEA LUCIANO

Phone

8582452412

Tax Period

2024-07-01 to 2025-06-30

RANCHO BERNARDO ROTARY CLUB FOUNDATION, founded in 1978, is a micro nonprofit that reported $60K in total revenue in fiscal year 2024. Revenue fell 63% from the prior year — a significant decline worth monitoring. Expenses of $120K exceeded revenue, resulting in a 101% operating deficit.

Mission

TO BENEFIT PRIMARILY THE LOCAL COMMUNITY WITH CHARITABLE WORKS IN THE AREAS OF EDUCATION, HEALTH, SCIENCE, CULTURAL AND CIVIC ACTIVITIES.

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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 $57,384

Program Service Revenue $0

Investment Income $20,954

Other Revenue $-18,508

TOTAL REVENUE $59,830

Expense Breakdown

Grants Paid $91,387

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $108,127

Other Expenses $28,740

TOTAL EXPENSES $120,127

Year-over-Year Comparison

	2024	2023	Change
Revenue	$59,830	$163,265	-0.6%
Expenses	$120,127	$139,501	-0.1%
Net Income	$-60,297	$23,764	-3.5%

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
JUDY LUTTICKEN	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
LEE PROIMOS	TRUSTEE	1.00	Director	$0	$0	$0
TERRY HECK	CLUB PRESIDENT	1.00	Director	$0	$0	$0
JOHN MULLIN	SECRETARY-TREAS	10.00	Officer Director	$0	$0	$0
MARK ALBERTS	TRUSTEE	1.00	Director	$0	$0	$0
ALAN TURNER	PRESIDENT	10.00	Officer Director	$0	$0	$0
BENITA PAGE	SECRETARY-TREAS	1.00	Director	$0	$0	$0
JAN GOLDSMITH	TRUSTEE	1.00	Director	$0	$0	$0
WILLIAM BREHM	TRUSTEE	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	$59,830	$120,127	$778,990	$-60,297
2024	$163,265	$139,501	$794,846	$23,764
2023	$175,252	$104,792	$664,245	$70,460
2022	$85,250	$102,837	$562,660	$-17,587
2021	$125,741	$126,368	$716,845	$-627
2020	$116,770	$99,293	$576,236	$17,477
2019	$70,196	$52,564	$530,133	$17,632

RANCHO BERNARDO ROTARY CLUB FOUNDATION