Rotary Club of Los Angeles Foundation (EIN 954479461) - 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

Legal Domicile

Principal Officer

Jose Vera

Phone

2136248601

Tax Period

2024-07-01 to 2025-06-30

Rotary Club of Los Angeles Foundation is a small nonprofit in the Community Improvement sector that reported $486K in total revenue in fiscal year 2024. Expenses of $693K exceeded revenue, resulting in a 43% operating deficit.

Mission

TO ADVANCE HUMANTARIAN SERVICE THROUGH THE IMPROVEMENT OF HEALTH, THE SUPPORT OF EDUCATION AND THE ALLEVIATION OF POVERTY.

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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 $174,445

Program Service Revenue $0

Investment Income $332,097

Other Revenue $-20,609

TOTAL REVENUE $485,933

Expense Breakdown

Grants Paid $663,211

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $663,211

Other Expenses $29,583

TOTAL EXPENSES $692,794

Year-over-Year Comparison

	2024	2023	Change
Revenue	$485,933	$506,282	0.0%
Expenses	$692,794	$587,904	+0.2%
Net Income	$-206,861	$-81,622	+1.5%

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

100

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
Jose A Vera	Chair	2.0	Officer Director	$0	$0	$0
Erick Weiss	Treasurer	2.0	Officer Director	$0	$0	$0
Rick Gibson	Director	2.0	Director	$0	$0	$0
MARK HIGGINS	DIRECTOR	2.0	Director	$0	$0	$0
Brenda Wiewel	Director	2.0	Director	$0	$0	$0
Mike Birkholm	Secretary	2.0	Officer Director	$0	$0	$0
Gary Jimenez	Director	2.0	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	$485,933	$692,794	$10,778,871	$-206,861
2024	$506,282	$587,904	$10,124,155	$-81,622
2023	$370,089	$651,027	$8,384,220	$-280,938
2022	$-235,892	$519,059	$9,071,133	$-754,951
2021	$636,599	$400,150	$10,795,780	$236,449
2020	$392,216	$487,589	$9,080,734	$-95,373
2019	$370,381	$453,535	$8,865,209	$-83,154
2018	$332,345	$414,526	$8,719,080	$-82,181

Rotary Club of Los Angeles Foundation