Rotary Club of Santa Fe Foundation Inc (EIN 651252553) - 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

Principal Officer

Carolyn Moore

Phone

1207922969

Tax Period

2023-07-01 to 2024-06-30

Rotary Club of Santa Fe Foundation Inc, founded in 2005, is a small nonprofit in the Education sector that reported $205K in total revenue in fiscal year 2023. Revenue grew 14% year-over-year, indicating healthy expansion. Expenses of $229K exceeded revenue, resulting in a 12% operating deficit.

Mission

To receive administer and disburse funds for humanitarian purposes in Santa Fe and Northern New Mexico

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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 (2023)

Revenue Breakdown

Contributions & Grants $184,078

Program Service Revenue $0

Investment Income $10,465

Other Revenue $10,251

TOTAL REVENUE $204,794

Expense Breakdown

Grants Paid $226,503

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $228,159

Other Expenses $2,149

TOTAL EXPENSES $228,652

Year-over-Year Comparison

	2023	2022	Change
Revenue	$204,794	$180,241	+0.1%
Expenses	$228,652	$150,827	+0.5%
Net Income	$-23,858	$29,414	-1.8%

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

Employees

N/A

Volunteers

500

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
Vic Brenneisen	President	4.00	Officer Director	$0	$0	$0
Mo Morehead	Secretary	2.00	Officer Director	$0	$0	$0
Kerry Quinn	Treasurer	4.00	Officer Director	$0	$0	$0
Eva Borins	Director	2.00	Director	$0	$0	$0
Carolyn Moore	Director	2.00	Director	$0	$0	$0
John Wood	Director	2.00	Director	$0	$0	$0
Trip Rothschild	Director	2.00	Director	$0	$0	$0
Kevin Southwick	Director	2.00	Director	$0	$0	$0
David Weaver	Director	2.00	Director	$0	$0	$0
Ferdi Serim	Director	2.00	Director	$0	$0	$0
Mark Spencer	Director	2.00	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	No data	No data	No data	No data
2024	$204,794	$228,652	$566,369	$-23,858
2023	$180,241	$150,827	$558,846	$29,414
2022	$150,877	$73,498	$653,953	$77,379
2021	$39,925	$46,392	$618,855	$-6,467
2020	$116,945	$169,048	$550,329	$-52,103
2019	$229,702	$208,693	$606,906	$21,009
2018	$172,784	$183,011	$562,377	$-10,227

Rotary Club of Santa Fe Foundation Inc