ROTARY CLUB OF ALTADENA (EIN 956085621) - Form 990 Financial Analysis & Trantor Score

🔒

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

Financial Trends

Organization Details

Formation Year

1949

Legal Domicile

Phone

6266572287

Tax Period

2024-07-01 to 2025-06-30

ROTARY CLUB OF ALTADENA, founded in 1949, is a small nonprofit that reported $412K in total revenue in fiscal year 2024. Revenue surged 254% from the prior year, signaling strong growth momentum. Expenses of $398K left a modest 3% surplus.

Mission

WE PROVIDE SERVICE TO OTHERS, PROMOTE INTEGRITY, AND ADVANCE WORLD UNDERSTANDING, GOODWILL, AND PEACE THROUGH OUR FELLOWSHIP OF BUSINESS, PROFESSIONAL, AND COMMUNITY LEADERS.

🔒

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%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $423,331

Program Service Revenue $26,015

Investment Income $670

Other Revenue $-38,079

TOTAL REVENUE $411,937

Expense Breakdown

Grants Paid $178,847

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $357,712

Other Expenses $219,097

TOTAL EXPENSES $397,944

Year-over-Year Comparison

	2024	2023	Change
Revenue	$411,937	$116,259	+2.5%
Expenses	$397,944	$107,706	+2.7%
Net Income	$13,993	$8,553	+0.6%

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

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
DAWN SMITH	Vice President	2.00	Officer Director	$0	$0	$0
DOUG COLLIFLOWER	Director	2.00	Director	$0	$0	$0
JIM GORTON	Secretary	2.00	Officer Director	$0	$0	$0
MICHAEL B NOLL	Treasurer	3.00	Officer Director	$0	$0	$0
MARK MARISCAL	Director	8.00	Director	$0	$0	$0
MARICELA VIRAMONTES	President	5.00	Officer Director	$0	$0	$0
MARIA PEREZ-ARTON	Director	2.00	Director	$0	$0	$0
CRAIG COX	Director	2.00	Director	$0	$0	$0
SARAH O'BRIEN	Director	2.00	Director	$0	$0	$0
BRAD ROEBER	President-Elect	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	$411,937	$397,944	$168,927	$13,993

ROTARY CLUB OF ALTADENA