WOODLAND HILLS ROTARY CLUB FOUNDAT… - Form 990 Financial Data

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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

1982

Legal Domicile

Principal Officer

SANDY ROSENHOLZ

Phone

8183468034

Tax Period

2024-07-01 to 2025-06-30

WOODLAND HILLS ROTARY CLUB FOUNDATION, founded in 1982, is a small nonprofit that reported $103K in total revenue in fiscal year 2024. Revenue fell 22% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $30K, a strong 29% operating margin.

Mission

TO PROVIDE SERVICE TO OTHERS, PROMOTE INTEGRITY, AND ADVANCE WORLD UNDERSTANDING, GOODWILL AND PEACE

Program Service Accomplishments

Program 1

Expenses: $72,687

OTHER PROGRAM SERVICES ARE IN PLACE TO SUPPORT THE MISSION OF ROTARY WHICH IS TO PROVIDE SERVICE TO OTHERS, PROMOTE INTEGRITY, AND ADVANCE WORLD UNDERSTANDING, GOODWILL AND PEACE

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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 $74,300

Program Service Revenue $0

Investment Income $29,197

Other Revenue $0

TOTAL REVENUE $103,497

Expense Breakdown

Grants Paid $72,687

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $72,687

Other Expenses $814

TOTAL EXPENSES $73,501

Year-over-Year Comparison

	2024	2023	Change
Revenue	$103,497	$132,105	-0.2%
Expenses	$73,501	$80,431	-0.1%
Net Income	$29,996	$51,674	-0.4%

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

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
DIANE NELSON	Treasurer	2.00	Officer	$0	$0	$0
STEVEN HORNSTEIN	Secretary	2.00	Officer	$0	$0	$0
SANDY ROSENHOLZ	President	20.00	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	$103,497	$73,501	$807,217	$29,996
2024	$132,105	$80,431	$779,221	$51,674
2023	$106,489	$74,812	$733,141	$31,677
2022	$101,909	$58,459	$694,870	$43,450
2021	$65,512	$64,517	$657,054	$995
2020	$159,978	$96,760	$651,000	$63,218
2019	$42,331	$21,974	$587,782	$20,357

WOODLAND HILLS ROTARY CLUB FOUNDATION