Rotary Club Of Fullerton (EIN 956059574) - 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

1941

Legal Domicile

Principal Officer

Cathy Gach

Phone

7142562595

Tax Period

2024-07-01 to 2025-06-30

Rotary Club Of Fullerton, founded in 1941, is a micro nonprofit that reported $57K in total revenue in fiscal year 2024. Revenue surged 42% from the prior year, signaling strong growth momentum. The organization ran a surplus of $13K, a strong 22% operating margin.

Mission

Civic/Social Welfare

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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 $20,845

Program Service Revenue $13,532

Investment Income $0

Other Revenue $22,816

TOTAL REVENUE $57,193

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $37,078

Other Expenses $44,603

TOTAL EXPENSES $44,603

Year-over-Year Comparison

	2024	2023	Change
Revenue	$57,193	$40,264	+0.4%
Expenses	$44,603	$25,579	+0.7%
Net Income	$12,590	$14,685	-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

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
Patrick Michael Hartnett	President-Elect	10.00	Officer Director	$0	$0	$0
Leslie McCarthy	President	16.00	Officer Director	$0	$0	$0
Dan Ouweleen	Director	2.00	Director	$0	$0	$0
Theresa Harvey	Director	2.00	Director	$0	$0	$0
Amy Choi-Won	Director	2.00	Director	$0	$0	$0
Cathy Gach	Treasurer	10.00	Officer Director	$0	$0	$0
Carol Morris	Secretary	10.00	Officer Director	$0	$0	$0
Joyce Capelle	Director	2.00	Director	$0	$0	$0
Randy McFarland	Director	2.00	Director	$0	$0	$0
Howard Minkley	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	$57,193	$44,603	$105,595	$12,590
2024	$40,264	$25,579	$93,037	$14,685
2023	$56,623	$41,846	$78,320	$14,777
2022	$105,144	$92,910	$67,844	$12,234
2021	$55,898	$45,592	$55,841	$10,306
2020	$99,842	$91,742	$45,735	$8,100
2019	$111,946	$112,240	$47,422	$-294

Rotary Club Of Fullerton