SCANEX ROTARY YOUTH EXCHANGE FORMERLYSOCAL/NV ROTARY INT'L YE (EIN 954390621) - 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

1993

Legal Domicile

Principal Officer

DONNA GOETZENBERGER

Phone

3234289321

Tax Period

2024-10-01 to 2025-09-30

SCANEX ROTARY YOUTH EXCHANGE FORMERLYSOCAL/NV ROTARY INT'L YE, founded in 1993, is a small nonprofit in the International Affairs sector that reported $178K in total revenue in fiscal year 2024. Expenses of $168K left a modest 6% surplus.

Mission

OUR MISSION IS TO PROVIDE EDUCATIONAL AND CULTURAL INTERNATIONAL HIGH SCHOOL EXCHANGE PROGRAMS FOR BOTH INBOUND AND OUTBOUND EXCHANGE STUDENTS.

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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 $7,535

Program Service Revenue $169,649

Investment Income $1,058

Other Revenue $0

TOTAL REVENUE $178,242

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $167,106

Other Expenses $167,856

TOTAL EXPENSES $167,856

Year-over-Year Comparison

	2024	2023	Change
Revenue	$178,242	$176,682	+0.0%
Expenses	$167,856	$167,517	+0.0%
Net Income	$10,386	$9,165	+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

200

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
MELODY A STJOHN	MANAGING DIR	5.00	Officer	$0	$0	$0
PAUL R STJOHN	PAST CHAIR &	10.00	Officer	$0	$0	$0
JOE RAMIREZ	US DOS RESP	5.00	Officer	$0	$0	$0
MEG BARRON	YEO D5280	10.00	Director	$0	$0	$0
DONNA GOETZENBERGER	MULTI-DIST C	10.00	Officer	$0	$0	$0
TOM GROSS	YEO D5000	3.00	Director	$0	$0	$0
SCOTT ASTROSKY	YEO D5240	10.00	Director	$0	$0	$0
JAMES JACKMAN	INBOUND COOR	5.00	Officer	$0	$0	$0
KIMBERLY MCMAHON	YEO D5300	10.00	Director	$0	$0	$0
SUGURA KITAHARA	YEO D5320	3.00	Director	$0	$0	$0
CHAD FARRAN	YEO D5330	10.00	Director	$0	$0	$0
JENNIFER THOMASON	YEO D5340	10.00	Director	$0	$0	$0
AARON LOWE	YEO D5420	10.00	Director	$0	$0	$0
STEPHANIE WITKOWSKI	SECRETARY	5.00	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	$178,242	$167,856	$132,481	$10,386
2024	$176,682	$167,517	$102,019	$9,165
2023	$168,683	$169,607	$95,612	$-924
2022	$103,254	$95,609	$93,725	$7,645
2021	$505	$12,270	$77,295	$-11,765
2020	$3,690	$18,177	$88,925	$-14,487
2019	$252,532	$242,324	$119,215	$10,208
2018	$240,815	$246,306	$98,330	$-5,491

SCANEX ROTARY YOUTH EXCHANGE FORMERLYSOCAL/NV ROTARY INT'L YE