South Placer Rotary Foundation Inc

EIN: 264118171 501(c)(3) Education

Rocklin, CA

Total Revenue
$147,824
Total Expenses
$49,925
Total Assets
$254,559
Net Assets
$254,559
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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
CA
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.

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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%)

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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

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Governance

Voting Members
4
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
4
$0
Total Directors
0
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Kenneth Broadway President 0.00
Officer
$0 $0 $0
Frank Udvarelely Vice President 0.00
Officer
$0 $0 $0
Craig Parra Secretary 0.00
Officer
$0 $0 $0
Christopher Delaney Treasurer 0.00
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
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