SAN FELIPE 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

2009

Legal Domicile

Phone

7155462142

Tax Period

2020-04-01 to 2021-03-31

SAN FELIPE ROTARY FOUNDATION, founded in 2009, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $46K in total revenue in fiscal year 2020. Revenue fell 25% from the prior year — a significant decline worth monitoring. Expenses of $58K exceeded revenue, resulting in a 27% operating deficit.

Mission

ENCOURAGE AND ASSIST LOCAL AND INTERNATIONAL HUMANITARIAN, ATHLETIC AND EDUCATIONAL PROJECTS

Program Service Accomplishments

Program 1

Expenses: $56,060 Revenue: $45,679

HIGH SCHOOL SCHOLARSHIPS..INC 36438..EXP 36267

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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 (2020)

Revenue Breakdown

Contributions & Grants $45,679

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $45,679

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $56,060

Other Expenses $57,964

TOTAL EXPENSES $57,964

Year-over-Year Comparison

	2020	2019	Change
Revenue	$45,679	$61,083	-0.3%
Expenses	$57,964	$152,143	-0.6%
Net Income	$-12,285	$-91,060	-0.9%

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	Role	Reportable Comp	Other Comp	Total
GERALD CALLEY	CHAIR	Officer Director	$0	$0	$0
ERICH ZORR	TREA	Officer Director	$0	$0	$0
SUZI KUKAR	SEC	Officer Director	$0	$0	$0
TOM TOPPING	DIR	Director	$0	$0	$0
TINA SWEENEY	DIR	Director	$0	$0	$0
HOWARD PETERSON	DIR	Director	$0	$0	$0
JERRY MCNUTT	DIR	Director	$0	$0	$0
DEBORAH MEADOWS	DIR	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
2021	$45,679	$57,964	$57,994	$-12,285
2021	$58,247	$54,292	$61,949	$3,955
2020	$61,083	$152,143	$69,774	$-91,060
2019	$232,333	$155,389	$181,540	$76,944