LONG BEACH ROTARY SCHOLARSHIP FOUNDATION (EIN 956070198) - 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

1963

Legal Domicile

Principal Officer

LAURENCE JACKSON

Phone

5629994718

Tax Period

2024-07-01 to 2025-06-30

LONG BEACH ROTARY SCHOLARSHIP FOUNDATION, founded in 1963, is a small nonprofit in the Education sector that reported $964K in total revenue in fiscal year 2024. Revenue decreased 13% compared to the prior year. The organization ran a surplus of $212K, a strong 22% operating margin.

Mission

PROVIDE SCHOLARSHIP AWARDS TO COLLEGE STUDENTS.

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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 $200,299

Program Service Revenue $0

Investment Income $554,723

Other Revenue $209,056

TOTAL REVENUE $964,078

Expense Breakdown

Grants Paid $444,950

Salaries & Benefits $86,750

Fundraising Expenses $0

Program Expenses $444,950

Other Expenses $220,224

TOTAL EXPENSES $751,924

Year-over-Year Comparison

	2024	2023	Change
Revenue	$964,078	$1,110,609	-0.1%
Expenses	$751,924	$652,860	+0.2%
Net Income	$212,154	$457,749	-0.5%

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

Volunteers

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

$78,954

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CAM KILLINGSWORTH	CHAIR	2.00	Officer Director	$0	$0	$0
JEFFREY WIMBISH	VICE CHAIR	2.00	Officer Director	$0	$0	$0
LARRY JACKSON	CFO	2.00	Officer Director	$0	$0	$0
JEAN SMITH	SECRETARY	2.00	Officer Director	$0	$0	$0
CRAIG CROSS	BOARD MEMBER	2.00	Director	$0	$0	$0
CRAIG DOUGHERTY	BOARD MEMBER	2.00	Director	$0	$0	$0
DON COCHRAN	BOARD MEMBER	2.00	Director	$0	$0	$0
FRANK NEWELL	BOARD MEMBER	2.00	Director	$0	$0	$0
VIRGINIA BAXTER	BOARD MEMBER	2.00	Director	$0	$0	$0
MARCELLE EPLEY	BOARD MEMBER	2.00	Director	$0	$0	$0
LANCE KENYON	BOARD MEMBER	2.00	Director	$0	$0	$0
ROBYN GORDON-PETERSON	BOARD MEMBER	2.00	Director	$0	$0	$0
SUNY LAY CHANG	BOARD MEMBER	2.00	Director	$0	$0	$0
SUMER TEMPLE	BOARD MEMBER	2.00	Director	$0	$0	$0
ANTHONY GALES	BOARD MEMBER	2.00	Director	$0	$0	$0
SCOTT APEL	BOARD MEMBER/CSULB REPRESENTATIVE	2.00	Director	$0	$0	$0
YVONNE GUTIERREZ-SANDOVAL	BOARD MEMBER/LBCC REPRESENTATIVE	2.00	Director	$0	$0	$0
VALI DEVRIES	BOARD MEMBER	2.00	Director	$0	$0	$0
DON RODRIGUEZ	BOARD MEMBER	2.00	Director	$0	$0	$0
SILVIA L TOTAH	EXECUTIVE DIRECTOR	15.00	Officer	$74,986	$3,968	$78,954

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	$964,078	$751,924	$14,421,682	$212,154
2024	$1,110,609	$652,860	$13,352,066	$457,749
2023	$691,317	$597,270	$12,082,062	$94,047
2022	$663,271	$540,850	$11,370,327	$122,421
2021	$755,009	$528,266	$12,880,762	$226,743
2020	$767,509	$467,630	$10,157,138	$299,879
2019	$633,023	$451,237	$9,904,874	$181,786
2018	$514,968	$491,486	$9,456,525	$23,482

LONG BEACH ROTARY SCHOLARSHIP FOUNDATION