ROTARY CLUB OF PALM DESERT FDN

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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

Principal Officer

JENNIFER LORETTA

Phone

7603451429

Tax Period

2024-07-01 to 2025-06-30

ROTARY CLUB OF PALM DESERT FDN is a small nonprofit in the Human Services sector that reported $124K in total revenue in fiscal year 2024. Revenue surged 359% from the prior year, signaling strong growth momentum. The organization ran a surplus of $33K, a strong 27% operating margin.

Mission

THE PURPOSE OF THE ROTARY FOUNDATION IS TO SUPPORT THE FUNDING OF SCHOLARSHIPS TO HIGH SCHOOL STUDENTS TO FURTHER THEIR EDUCATION IN COLLEGE.

Program Service Accomplishments

Program 1

Expenses: $44,100

THE PURPOSE OF THE FOUNDATION IS TO GRANT SCHOLARSHIPS TO VALLEY RESIDENT HIGH SCHOOL STUDENTS TO PURSUE COLLEGE 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%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $70,128

Program Service Revenue $0

Investment Income $53,415

Other Revenue $0

TOTAL REVENUE $123,543

Expense Breakdown

Grants Paid $44,100

Salaries & Benefits $0

Fundraising Expenses $44,677

Program Expenses $44,100

Other Expenses $46,546

TOTAL EXPENSES $90,646

Year-over-Year Comparison

	2024	2023	Change
Revenue	$123,543	$26,943	+3.6%
Expenses	$90,646	$43,458	+1.1%
Net Income	$32,897	$-16,515	-3.0%

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
JIM BROCK	DIRECTOR	1.00	Director	$0	$0	$0
PRISCILLA DEWING	DIRECTOR	1.00	Director	$0	$0	$0
LEROY JOHNSON	DIRECTOR	1.00	Director	$0	$0	$0
AMY LABODA	DIRECTOR	1.00	Director	$0	$0	$0
BRUCE NEWLIN	DIRECTOR	1.00	Director	$0	$0	$0
CAROL WINSTON	DIRECTOR	1.00	Director	$0	$0	$0
DON WYLIE	DIRECTOR	1.00	Director	$0	$0	$0
JENNIFER LORETTA	TREASURER	1.00	Officer	$0	$0	$0
RICARDO LORETTA	PRESIDENT	1.00	Officer	$0	$0	$0
MEEGAN VILLA	SECRETARY	1.00	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
2025	$123,543	$90,646	$790,348	$32,897
2022	$76,042	$87,806	$525,620	$-11,764
2021	$57,230	$43,039	$537,384	$14,191
2020	$59,024	$63,232	$523,193	$-4,208
2019	$60,223	$41,669	$527,401	$18,554