ROTARY CLUB OF SACRAMENTO FOUNDATION (EIN 237117223) - 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

1971

Legal Domicile

Principal Officer

Matthew Page

Phone

9169292992

Tax Period

2024-07-01 to 2025-06-30

ROTARY CLUB OF SACRAMENTO FOUNDATION, founded in 1971, is a small nonprofit in the Community Improvement sector that reported $782K in total revenue in fiscal year 2024. Revenue surged 76% from the prior year, signaling strong growth momentum. The organization ran a surplus of $360K, a strong 46% operating margin.

Mission

OUR MISSION IS TO PROVIDE LEADERSHIP, PERPETUAL FUNDING AND RESOURCES NECESSARY TO SUPPORT THE DIVERSE HUMANITARIAN EFFORTS OF THE ROTARY CLUB OF SACRAMENTO IN LOCAL AND WORLD COMMUNITIES.

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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 $198,733

Program Service Revenue $0

Investment Income $546,572

Other Revenue $36,457

TOTAL REVENUE $781,762

Expense Breakdown

Grants Paid $282,322

Salaries & Benefits $0

Fundraising Expenses $39,082

Program Expenses $294,686

Other Expenses $139,166

TOTAL EXPENSES $421,488

Year-over-Year Comparison

	2024	2023	Change
Revenue	$781,762	$445,247	+0.8%
Expenses	$421,488	$702,562	-0.4%
Net Income	$360,274	$-257,315	-2.4%

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

120

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
Lawrence Gilzean	Past President	1.00	Officer Director	$0	$0	$0
SARAH HODGE	Trustee	1.00	Director	$0	$0	$0
Ann Ryan Solomon	Trustee	1.00	Officer Director	$0	$0	$0
VIRGINIA WADE	Secretary	3.00	Officer Director	$0	$0	$0
Walter Dahl	Trustee	1.00	Director	$0	$0	$0
Doug Stephenson	Trustee	1.00	Director	$0	$0	$0
ED WRIGHT	Trustee	1.00	Director	$0	$0	$0
Shirlee Tully	Trustee	1.00	Director	$0	$0	$0
Harold Bellamy	Treasurer	1.00	Officer Director	$0	$0	$0
Matthew Page	President	1.00	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	$781,762	$421,488	$3,796,072	$360,274
2024	$445,247	$702,562	$3,561,923	$-257,315
2023	$393,410	$433,775	$3,571,131	$-40,365
2022	$412,190	$339,633	$3,361,778	$72,557
2021	$449,863	$442,938	$4,132,347	$6,925
2020	$412,153	$341,989	$3,355,911	$70,164
2019	$531,274	$424,149	$3,409,428	$107,125
2018	$535,269	$336,694	$3,289,735	$198,575

ROTARY CLUB OF SACRAMENTO FOUNDATION