ROTARY SOUTH VALLEY CHARITIES (EIN 010814995) - 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

2004

Legal Domicile

Principal Officer

TIMOTHY REYNOLDS

Phone

5058182149

Tax Period

2021-07-01 to 2022-06-30

ROTARY SOUTH VALLEY CHARITIES, founded in 2004, is a micro nonprofit that reported $47K in total revenue in fiscal year 2021. Revenue surged 879% from the prior year, signaling strong growth momentum. The organization ran a surplus of $21K, a strong 46% operating margin.

Mission

PROVIDE GRANTS FOR CHARITABLE PROGRAMS THAT SUPPORT THE ALBUQUERQUE SOUTH VALLEY COMMUNITY.

🔒

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 (2021)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $5

Other Revenue $46,508

TOTAL REVENUE $46,513

Expense Breakdown

Grants Paid $23,400

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $24,574

Other Expenses $1,763

TOTAL EXPENSES $25,163

Year-over-Year Comparison

	2021	2020	Change
Revenue	$46,513	$4,750	+8.8%
Expenses	$25,163	$3,600	+6.0%
Net Income	$21,350	$1,150	+17.6%

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
ROB ESPAT	PRESIDENT	1.00	Officer Director	$0	$0	$0
ROSE VELASQUEZ	SECRETARY	1.00	Officer Director	$0	$0	$0
TIMOTHY REYNOLDS	CO-TREASURER	2.00	Officer Director	$0	$0	$0
JOE SIERRA	PRESIDENT ELECT	1.00	Officer Director	$0	$0	$0
RON PATTISON	CO-TREASURER	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
2022	$46,513	$25,163	$70,122	$21,350
2021	$4,750	$3,600	$48,772	$1,150
2020	$22,735	$99,767	$47,622	$-77,032
2019	$78,074	$44,473	$124,654	$33,601
2018	$-7,837	$29,738	$139,147	$-37,575

ROTARY SOUTH VALLEY CHARITIES