Fullerton Rotary Foundation (EIN 330506574) - 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

Legal Domicile

Principal Officer

Joyce Capelle

Phone

7148718490

Tax Period

2024-07-01 to 2025-06-30

Fullerton Rotary Foundation is a small nonprofit in the Unknown sector that reported $188K in total revenue in fiscal year 2024. Expenses of $172K left a modest 8% surplus.

Mission

CONTRIBUTIONS TO VARIOUS CHARITABLE 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 $131,972

Program Service Revenue $17,071

Investment Income $5,909

Other Revenue $32,858

TOTAL REVENUE $187,810

Expense Breakdown

Grants Paid $105,624

Salaries & Benefits $0

Fundraising Expenses $31,935

Program Expenses $138,939

Other Expenses $66,698

TOTAL EXPENSES $172,322

Year-over-Year Comparison

	2024	2023	Change
Revenue	$187,810	$196,712	0.0%
Expenses	$172,322	$107,367	+0.6%
Net Income	$15,488	$89,345	-0.8%

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	Hours/Week	Role	Reportable Comp	Other Comp	Total
Cathy Gach	Treasurer	1.00	Officer Director	$0	$0	$0
Joyce Capelle	President	5.00	Officer Director	$0	$0	$0
Bill Hite	Secretary	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	$187,810	$172,322	$752,381	$15,488
2024	$196,712	$107,367	$714,409	$89,345
2023	$181,973	$88,251	$625,619	$93,722
2022	$54,530	$80,061	$531,899	$-25,531
2021	$185,616	$73,764	$557,430	$111,852

Fullerton Rotary Foundation