BURBANK ROTARY FOUNDATION INC (EIN 953682678) - 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

1980

Legal Domicile

Principal Officer

JONATHAN TAYLOR

Phone

8182953239

Tax Period

2023-07-01 to 2024-06-30

BURBANK ROTARY FOUNDATION INC, founded in 1980, is a small nonprofit in the Community Improvement sector that reported $123K in total revenue in fiscal year 2023. The organization ran a surplus of $76K, a strong 62% operating margin.

Mission

EDUCATIONAL SCHOLARSHIPS GRANTED TO HIGH SCHOOL STUDENTS TO FURTHER THEIR EDUCATION IN THE ENGINEERING, ARTS, MEDICAL, AND PROFESSIONAL FIELDS.

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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 $44,747

Program Service Revenue $0

Investment Income $77,797

Other Revenue $0

TOTAL REVENUE $122,544

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $6,420

Program Expenses $39,201

Other Expenses $46,574

TOTAL EXPENSES $46,574

Year-over-Year Comparison

	2023	2022	Change
Revenue	$122,544	$126,012	0.0%
Expenses	$46,574	$80,030	-0.4%
Net Income	$75,970	$45,982	+0.7%

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

N/A

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
BARRY GUSSOW	CHAIRMAN	1.00	Officer Director	$0	$0	$0
STEPHANIE BENNETT	TREASURER	1.00	Officer Director	$0	$0	$0
BARRY GUSSOW	PRESIDENT	1.00	Officer Director	$0	$0	$0
JESSA FREEMYER	SECRETARY	1.00	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	$122,544	$46,574	$811,940	$75,970
2023	$126,012	$80,030	$735,970	$45,982
2022	$19,360	$53,013	$689,988	$-33,653
2021	$159,998	$18,212	$784,613	$141,786
2020	$39,116	$21,210	$642,827	$17,906
2019	$82,397	$56,230	$624,921	$26,167

BURBANK ROTARY FOUNDATION INC