MANHATTAN BEACH ROTARY CHARITABLE FOUNDATION INC (EIN 954459117) - 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

1992

Legal Domicile

Principal Officer

ROBERT STEPHENSON

Phone

3103181592

Tax Period

2024-07-01 to 2025-06-30

MANHATTAN BEACH ROTARY CHARITABLE FOUNDATION INC, founded in 1992, is a small nonprofit in the Education sector that reported $287K in total revenue in fiscal year 2024. Revenue grew 13% year-over-year, indicating healthy expansion. The organization ran a surplus of $53K, a strong 19% operating margin.

Mission

TO PROVIDE INTERNATIONAL, VOCATIONAL, YOUTH AND COMMUNITY SERVICE TO THE GENERAL PUBLIC

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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 $236,057

Program Service Revenue $0

Investment Income $50,672

Other Revenue $0

TOTAL REVENUE $286,729

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $222,328

Other Expenses $233,580

TOTAL EXPENSES $233,580

Year-over-Year Comparison

	2024	2023	Change
Revenue	$286,729	$253,451	+0.1%
Expenses	$233,580	$174,858	+0.3%
Net Income	$53,149	$78,593	-0.3%

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
GEOFF BREMER	PRESIDENT	5.00	Officer Director	$0	$0	$0
JIM HUNTER	SECRETARY	2.00	Officer Director	$0	$0	$0
ROBERT STEPHENSON	TREASURER	10.00	Officer Director	$0	$0	$0
KEN DEEMER	DIRECTOR	2.00	Director	$0	$0	$0
LISA HEMMAT	DIRECTOR	2.00	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	$286,729	$233,580	$1,395,706	$53,149
2024	$253,451	$174,858	$1,271,185	$78,593
2023	$139,182	$145,733	$1,108,435	$-6,551
2022	$276,149	$109,614	$1,029,201	$166,535
2021	$63,632	$91,699	$1,020,684	$-28,067
2020	$243,542	$128,212	$919,244	$115,330
2019	$290,509	$153,383	$914,131	$137,126
2018	$247,709	$110,019	$762,867	$137,690

MANHATTAN BEACH ROTARY CHARITABLE FOUNDATION INC