The Rotary Club of Sebastopol Foundation Inc

EIN: 474312102 501(c)(3) Philanthropy & Grantmaking

Sebastopol, CA

Total Revenue
$248,783
Total Expenses
$163,908
Total Assets
$230,883
Net Assets
$230,883
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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
2015
Legal Domicile
CA
Tax Period
2023-07-01 to 2024-06-30

The Rotary Club of Sebastopol Foundation Inc, founded in 2015, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $249K in total revenue in fiscal year 2023. Revenue surged 73% from the prior year, signaling strong growth momentum. The organization ran a surplus of $85K, a strong 34% operating margin.

Mission

Formed in 1925, this club has been going strong for almost 100 years, funding and volunteering for worthy projects such as Learn-to-Swim, Learn-with-Me, Interact, and an International Youth Exchange program. Were also dedicated to supporting important projects around the world, such as eradicating polio from the planet! We award thousands of dollars each year to deserving local organizations through community grants, a teacher mini-grant program, and scholarships. And we do more than give money; we volunteer for projects that improve our community and we travel around the world to contribute our labor as well as our money.

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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 (2023)

Revenue Breakdown

Contributions & Grants $247,255
Program Service Revenue $0
Investment Income $1,528
Other Revenue $0
TOTAL REVENUE $248,783

Expense Breakdown

Grants Paid $161,372
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $161,372
Other Expenses $2,536
TOTAL EXPENSES $163,908

Year-over-Year Comparison

2023 2022 Change
Revenue $248,783 $143,964 +0.7%
Expenses $163,908 $119,304 +0.4%
Net Income $84,875 $24,660 +2.4%
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
10
Independent Members
10
Employees
N/A
Volunteers
10

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
0
$0
Total Directors
10
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
JT Martin President 1.00
Director
$0 $0 $0
Cindy Carter President Elect 1.00
Director
$0 $0 $0
David Still Secretary 1.00
Director
$0 $0 $0
Ken Jacobs Treasurer 1.00
Director
$0 $0 $0
Rollie Atkinson Director 1.00
Director
$0 $0 $0
Greg Jacobs Past President 1.00
Director
$0 $0 $0
Aleia Coate Director 1.00
Director
$0 $0 $0
Katy Spyrka Director 1.00
Director
$0 $0 $0
Hal Kwalwasser Director 1.00
Director
$0 $0 $0
Jackie Moreira 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
2024 $248,783 $163,908 $230,883 $84,875
2023 $143,964 $119,304 $146,008 $24,660
2021 $160,529 $134,069 $143,477 $26,460
2020 $227,279 $170,154 $117,017 $57,125
2019 $168,089 $178,528 $59,892 $-10,439
2018 $204,776 $194,803 $70,331 $9,973
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