SAN MARINO ROTARY CHARITIES

EIN: 954547271 501(c)(3) Philanthropy & Grantmaking

SAN MARINO, CA

Total Revenue
$118,881
Total Expenses
$188,483
Total Assets
$1,142,965
Net Assets
$1,142,965
🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Sign In — Free (10 views/day)

Financial Trends

Organization Details

Formation Year
2005
Legal Domicile
CA
Principal Officer
John Jones
Phone
6266730946
Tax Period
2024-07-01 to 2025-06-30

SAN MARINO ROTARY CHARITIES, founded in 2005, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $119K in total revenue in fiscal year 2024. Revenue grew 17% year-over-year, indicating healthy expansion. Expenses of $188K exceeded revenue, resulting in a 59% operating deficit.

Mission

Receive charitable donations from San Marino Rotarians and others; contribute to community and other organizations

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Sign In — Free (10 views/day)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $116,423
Program Service Revenue $0
Investment Income $2,458
Other Revenue $0
TOTAL REVENUE $118,881

Expense Breakdown

Grants Paid $188,483
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $0
Other Expenses $0
TOTAL EXPENSES $188,483

Year-over-Year Comparison

2024 2023 Change
Revenue $118,881 $101,379 +0.2%
Expenses $188,483 $98,687 +0.9%
Net Income $-69,602 $2,692 -26.9%
Key Indicators
✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required
🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Sign In

Governance

Voting Members
15
Independent Members
N/A
Employees
N/A
Volunteers
60

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
1
$0
Total Directors
0
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
John Jones President 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 $118,881 $188,483 $1,142,965 $-69,602
2024 $101,379 $98,687 $1,060,954 $2,692
2023 $154,031 $146,848 $895,577 $7,183
2022 $150,847 $155,019 $824,296 $-4,172
2021 $84,998 $155,874 $912,772 $-70,876
Explore More Nonprofits
→Top 100 Nonprofits in California →Largest U.S. Nonprofits →Best Rated Nonprofits →Most Efficient Nonprofits

Compare SAN MARINO ROTARY CHARITIES with other nonprofits in California and across the country.

We Value Your Privacy
We use cookies and similar technologies to analyze site traffic and improve your experience. By clicking "Accept All", you consent to our use of cookies for analytics and measurement.