LA JOLLA ROTARY FOUNDATION

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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

1947

Legal Domicile

Principal Officer

PATRICK STOUFFER

Phone

8584596284

Tax Period

2024-07-01 to 2025-06-30

LA JOLLA ROTARY FOUNDATION, founded in 1947, is a small nonprofit that reported $365K in total revenue in fiscal year 2024. Revenue grew 17% year-over-year, indicating healthy expansion. Expenses of $452K exceeded revenue, resulting in a 24% operating deficit.

Mission

TO REVIEVE AND ADMINISTER FUNDS FOR EDUCATIONAL PURPOSES, ALL FOR PUBLIC WELFARE.

Program Service Accomplishments

Program 1

Expenses: $302,713

DURING THE YEAR ENDED JUNE 30, 2024 SCHOLARSHIPS AMOUNTING TO 267,312 WERE AWARDED TO GRADUATES OF LA JOLLA HIGH SCHOOLS.

Program 2

Expenses: $149,772

THE PUBLIC WELFARE OF THE LA JOLLA COMMUNITY BENEFITED DIRECTLY AND INDIRECTLY FROM THE ORGANIZATIONS COMMUNITY, INTERNATIONAL, YOUTH AND VOCATIONAL SERVICES PROGRAMS.

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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 $131,665

Program Service Revenue $0

Investment Income $233,589

Other Revenue $0

TOTAL REVENUE $365,254

Expense Breakdown

Grants Paid $267,683

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $452,485

Other Expenses $184,802

TOTAL EXPENSES $452,485

Year-over-Year Comparison

	2024	2023	Change
Revenue	$365,254	$312,118	+0.2%
Expenses	$452,485	$399,592	+0.1%
Net Income	$-87,231	$-87,474	0.0%

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
BARBARA BROWN	SECRETARY	N/A	Officer	$0	$0	$0
BILL BURCH	PRESIDENT	N/A	Officer	$0	$0	$0
PATRICK STOUFFER	TREASURER	N/A	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	$365,254	$452,485	$6,669,268	$-87,231
2024	$312,118	$399,592	$6,382,790	$-87,474
2023	$542,442	$316,129	$5,955,110	$226,313
2022	$82,942	$310,010	$5,223,230	$-227,068
2021	$545,798	$297,958	$6,217,369	$247,840
2020	$257,725	$242,636	$4,803,386	$15,089
2019	$896,270	$283,916	$4,775,297	$612,354
2018	$479,429	$340,259	$4,160,943	$139,170