South Placer Rotary Foundation Inc

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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

2008

Legal Domicile

Principal Officer

Christopher Delaney

Phone

9499391079

Tax Period

2024-07-01 to 2025-06-30

South Placer Rotary Foundation Inc, founded in 2008, is a small nonprofit in the Education sector that reported $148K in total revenue in fiscal year 2024. Revenue surged 149% from the prior year, signaling strong growth momentum. The organization ran a surplus of $98K, a strong 66% operating margin.

Mission

Support community youth and those aging out of foster care. Provide grants to local international programs.

Program Service Accomplishments

Program 1

Expenses: $48,583

Provide community support, scholarships and grants to local community organizations.

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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 $4,340

Program Service Revenue $0

Investment Income $8

Other Revenue $143,476

TOTAL REVENUE $147,824

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $48,583

Other Expenses $49,925

TOTAL EXPENSES $49,925

Year-over-Year Comparison

	2024	2023	Change
Revenue	$147,824	$59,426	+1.5%
Expenses	$49,925	$51,733	0.0%
Net Income	$97,899	$7,693	+11.7%

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

N/A

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	Role	Reportable Comp	Other Comp	Total
Kenneth Broadway	President	Officer	$0	$0	$0
Frank Udvarelely	Vice President	Officer	$0	$0	$0
Craig Parra	Secretary	Officer	$0	$0	$0
Christopher Delaney	Treasurer	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	$147,824	$49,925	$254,559	$97,899
2024	$59,426	$51,733	$156,660	$7,693