THE ROSE AND DAVID DORTORT FOUNDATION C/O CALIFORNIA COMMUNITY FOUNDATION (EIN 274115200) - 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

2011

Legal Domicile

Principal Officer

FREDERICK DORTORT

Phone

2134134130

Tax Period

2024-07-01 to 2025-06-30

THE ROSE AND DAVID DORTORT FOUNDATION C/O CALIFORNIA COMMUNITY FOUNDATION, founded in 2011, is a community nonprofit that reported $1.0M in total revenue in fiscal year 2024. Revenue surged 26% from the prior year, signaling strong growth momentum. The organization ran a surplus of $223K, a strong 22% operating margin.

Mission

SUPPORTING ORGANIZATION OF CALIFORNIA COMMUNITY FOUNDATION. CHARITABLE GRANT MAKING.

🔒

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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $1,002,518

Other Revenue $0

TOTAL REVENUE $1,002,518

Expense Breakdown

Grants Paid $575,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $575,000

Other Expenses $204,360

TOTAL EXPENSES $779,360

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,002,518	$793,489	+0.3%
Expenses	$779,360	$698,861	+0.1%
Net Income	$223,158	$94,628	+1.4%

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

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

$472,200

Total Directors

$525,996

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
FREDERIC DORTORT	PRESIDENT	0.50	Officer Director	$0	$0	$0
GAEL FITZMAURICE	SECRETARY	0.50	Officer Director	$0	$0	$0
STEVE GELON	TREASURER	0.50	Officer Director	$0	$0	$0
CAROL A BRADFORD	BOARD MEMBER	0.50	Director	$0	$67,786	$380,740
ERIN LIMLINGAN	BOARD MEMBER	0.50	Director	$0	$22,426	$145,256
STEVEN COBB	ASSISTANT TREASURER	0.50	Officer	$0	$66,677	$472,200

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	$1,002,518	$779,360	$13,740,721	$223,158
2024	$793,489	$698,861	$13,156,295	$94,628
2023	$441,739	$664,654	$12,272,731	$-222,915
2022	$1,271,368	$801,652	$11,689,663	$469,716
2021	$1,132,239	$587,892	$14,315,200	$544,347
2020	$725,136	$710,479	$11,578,271	$14,657
2019	$413,890	$443,352	$11,567,901	$-29,462
2018	$1,041,474	$418,843	$11,224,919	$622,631

THE ROSE AND DAVID DORTORT FOUNDATION C/O CALIFORNIA COMMUNITY FOUNDATION