WILSHIRE ROTARY CLUB 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

1966

Legal Domicile

Principal Officer

R SCOT CLIFFORD

Phone

3234648371

Tax Period

2023-07-01 to 2024-06-30

WILSHIRE ROTARY CLUB FOUNDATION, founded in 1966, is a small nonprofit that reported $156K in total revenue in fiscal year 2023. Revenue surged 99% from the prior year, signaling strong growth momentum. The organization ran a surplus of $98K, a strong 63% operating margin.

Mission

TO PROMOTE, ENCOURAGE AND PROVIDE AN ENTITY FOR THE CHARITABLE, SCIENTIFIC, EDUCATIONAL AND RELIGIOUS ACTIVITIES OF THE WILSHIRE ROTARY CLUB OF LOS ANGELES.

Program Service Accomplishments

Program 1

Expenses: $35,000

PROVIDE FUNDING TO THE ROTARY FOUNDATION TO FURTHER ITS MISSION PROGRAMS IN THE UNITED STATES AND INTERNATIONALLY.

Program 2

Expenses: $5,000

PROVIDE FUNDING TO ROTARY DISTRICT 5280 TO FURTHER ITS MISSION PROGRAMS IN THE UNITED STATES AND INTERNATIONALLY.

Program 3

Expenses: $17,400

SUPPORT LOCAL CHARITIES IN MAKING THE CLUB'S AREA OF SERVICE A BETTER PLACE. RECIPIENTS INCLUDED THE SALVATION ARMY, BIG SUNDAY, HOPE-NET AND ANDERSON MUNGER YMCA.

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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 $66,675

Program Service Revenue $0

Investment Income $89,662

Other Revenue $0

TOTAL REVENUE $156,337

Expense Breakdown

Grants Paid $57,400

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $57,400

Other Expenses $1,065

TOTAL EXPENSES $58,465

Year-over-Year Comparison

	2023	2022	Change
Revenue	$156,337	$78,633	+1.0%
Expenses	$58,465	$62,595	-0.1%
Net Income	$97,872	$16,038	+5.1%

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

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
DANIEL HODGKISS	DIRECTOR	1.00	Director	$0	$0	$0
JOYCE KLEIFIELD	DIRECTOR	1.00	Director	$0	$0	$0
R SCOT CLIFFORD	PRESIDENT	1.00	Officer	$0	$0	$0
ELSA GILLHAM	TREASURER	1.00	Officer	$0	$0	$0
JANICE PRIOR	SECRETARY	1.00	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	$156,337	$58,465	$1,183,940	$97,872
2023	$78,633	$62,595	$1,044,765	$16,038
2022	$62,007	$40,840	$1,068,712	$21,167
2021	$90,328	$63,785	$1,140,889	$26,543
2020	$65,482	$93,430	$864,022	$-27,948
2019	$86,676	$55,961	$980,763	$30,715
2018	$97,857	$48,179	$910,950	$49,678