SANTA CRUZ ROTARY COMMUNITY FUND (EIN 331125601) - 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

2005

Legal Domicile

Phone

8312349966

Tax Period

2024-07-01 to 2025-06-30

SANTA CRUZ ROTARY COMMUNITY FUND, founded in 2005, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $164K in total revenue in fiscal year 2024. Revenue surged 43% from the prior year, signaling strong growth momentum. The organization ran a surplus of $92K, a strong 56% operating margin.

Mission

TO ASSIST CHARITABLE, EDUCATIONAL AND SCIENTIFIC PROGRAMS IN THE SANTA CRUZ AREA AND INTERNATIONALLY.

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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 $40,915

Program Service Revenue $0

Investment Income $59,931

Other Revenue $63,173

TOTAL REVENUE $164,019

Expense Breakdown

Grants Paid $60,825

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $64,515

Other Expenses $11,360

TOTAL EXPENSES $72,185

Year-over-Year Comparison

	2024	2023	Change
Revenue	$164,019	$114,535	+0.4%
Expenses	$72,185	$109,966	-0.3%
Net Income	$91,834	$4,569	+19.1%

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

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

$12,000

Total Directors

$12,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ERIK DYBDAHL	DIRECTOR	1.00	Director	$0	$0	$0
IAN MACKENZIE	VICE PRESIDENT	2.00	Officer Director	$0	$0	$12,000
THOMAS CASTILLO	DIRECTOR	1.00	Director	$0	$0	$0
FRED GAWLICK	DIRECTOR	1.00	Director	$0	$0	$0
JOHN BURROUGHS	DIRECTOR	1.00	Director	$0	$0	$0
JILL STONE	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
JEANETTE PAGLIARO	SECRETARY/TREASURER	1.00	Officer Director	$0	$0	$0
MICHELE COSTA	DIRECTOR	1.00	Director	$0	$0	$0
ANGELO DEBERNARDO	PRESIDENT	1.00	Officer Director	$0	$0	$0
BOB BOSSO	DIRECTOR	1.00	Director	$0	$0	$0
SARAH MADSEN	DIRECTOR	1.00	Director	$0	$0	$0
JAN DERECHO	DIRECTOR	1.00	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	$164,019	$72,185	$847,950	$91,834
2024	$114,535	$109,966	$733,907	$4,569
2023	$116,137	$63,434	$658,827	$52,703
2022	$77,193	$67,942	$594,109	$9,251
2021	$53,873	$26,852	$710,918	$27,021
2020	$62,514	$25,172	$596,905	$37,342
2019	$99,193	$57,628	$557,303	$41,565

SANTA CRUZ ROTARY COMMUNITY FUND