BEVERLY HILLS ROTARY ROTARY INTERNATIONAL (EIN 956057829) - 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

1999

Legal Domicile

Phone

3102014358

Tax Period

2023-07-01 to 2024-06-30

BEVERLY HILLS ROTARY ROTARY INTERNATIONAL, founded in 1999, is a small nonprofit that reported $139K in total revenue in fiscal year 2023. Expenses of $161K exceeded revenue, resulting in a 16% operating deficit.

Mission

COMMUNITY SERVICE

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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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $137,147

Investment Income $1,755

Other Revenue $0

TOTAL REVENUE $138,902

Expense Breakdown

Grants Paid $43,735

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $77,516

Other Expenses $83,488

TOTAL EXPENSES $160,662

Year-over-Year Comparison

	2023	2022	Change
Revenue	$138,902	$136,792	+0.0%
Expenses	$160,662	$120,363	+0.3%
Net Income	$-21,760	$16,429	-2.3%

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

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
Lillian Raffel	President	10.00	Officer	$0	$0	$0
Greg Barton	President Elect	10.00	Officer	$0	$0	$0
JR Dzubak	PAST PRESIDENT	10.00	Officer	$0	$0	$0
DAVID HAIMOVITZ	TREASURER	10.00	Officer	$0	$0	$0
Julian Gold	Secretary	10.00	Officer	$0	$0	$0
WANDA PRESBURGER	COMMUNITY FDTN	10.00	Officer	$0	$0	$0
Gidas Peteris	VOCATIONAL SERV	10.00	Officer	$0	$0	$0
CINDEE ROOD	VP INT'L SERVIC	10.00	Officer	$0	$0	$0
Victor Weiner	VP YOUTH SERV	10.00	Officer	$0	$0	$0
George Nicholas	Other	10.00	Officer	$0	$0	$0
Barry Bernstein	VP MEMBERSHIP	10.00	Officer	$0	$0	$0
Linda Briskman	Community Found	10.00	Officer	$0	$0	$0
Yvonne Zhu	Health and Welf	10.00	Officer	$0	$0	$0
Charles Black	Special Advisor	10.00	Officer	$0	$0	$0
CURT NORTHRUP	CLUB SERVICES	10.00	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	No data	No data	No data	No data
2024	$138,902	$160,662	$38,665	$-21,760
2023	$136,792	$120,363	$118,129	$16,429
2022	$68,421	$71,746	$47,718	$-3,325
2021	$116,160	$97,560	$115,398	$18,600
2020	$95,793	$87,504	$117,331	$8,289
2019	$83,929	$87,292	$69,290	$-3,363
2018	$92,886	$92,013	$48,363	$873

BEVERLY HILLS ROTARY ROTARY INTERNATIONAL