Rotary Club of Lancaster-West Lancaster California (EIN 956141139) - 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

1967

Legal Domicile

Principal Officer

Andy Ward

Phone

6618164414

Tax Period

2024-07-01 to 2025-06-30

Rotary Club of Lancaster-West Lancaster California, founded in 1967, is a small nonprofit that reported $133K in total revenue in fiscal year 2024. Expenses of $162K exceeded revenue, resulting in a 22% operating deficit.

Mission

A rotary club with the primary purpose to support and promote the ideals of Rotary International, including humanitarian service, high ethical standards in all vocations, and the building of goodwill and peace in the world.

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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 $11,067

Program Service Revenue $36,941

Investment Income $1

Other Revenue $84,857

TOTAL REVENUE $132,866

Expense Breakdown

Grants Paid $94,925

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $158,064

Other Expenses $66,732

TOTAL EXPENSES $161,657

Year-over-Year Comparison

	2024	2023	Change
Revenue	$132,866	$131,834	+0.0%
Expenses	$161,657	$118,729	+0.4%
Net Income	$-28,791	$13,105	-3.2%

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
Connie Williams	President	2.00	Officer Director	$0	$0	$0
Mark Hemstreet	Vice President	2.00	Officer Director	$0	$0	$0
Andy Ward	President Elect	2.00	Officer Director	$0	$0	$0
Jennifer Zellet	Secretary	2.00	Officer Director	$0	$0	$0
Jay Duke	Sgt At Arms	2.00	Officer Director	$0	$0	$0
Tylor Simi	Treasurer	2.00	Officer Director	$0	$0	$0
Mike Massari	Membership	2.00	Officer Director	$0	$0	$0
Monica Grado	Past President	2.00	Officer Director	$0	$0	$0
Regina Rossal	Avenues of Serv	2.00	Officer 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	$132,866	$161,657	$209,534	$-28,791
2023	$176,246	$49,016	$225,220	$127,230

Rotary Club of Lancaster-West Lancaster California