ROTARY CLUB OF SANTA ROSA FOUNDATION (EIN 680205619) - 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

Tax Period

2024-07-01 to 2025-06-30

ROTARY CLUB OF SANTA ROSA FOUNDATION is a small nonprofit that reported $276K in total revenue in fiscal year 2024. Revenue surged 26% from the prior year, signaling strong growth momentum. The organization ran a surplus of $134K, a strong 49% operating margin.

Mission

AWARD GRANTS TO DESERVING NON-PROFIT ORGANIZATIONS, AND SCHOLARSHIPS TO WORTHY STUDENTS IN THE GREATER SANTA ROSA AREA.

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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 $203,308

Program Service Revenue $0

Investment Income $72,270

Other Revenue $0

TOTAL REVENUE $275,578

Expense Breakdown

Grants Paid $110,750

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $141,149

Other Expenses $30,399

TOTAL EXPENSES $141,149

Year-over-Year Comparison

	2024	2023	Change
Revenue	$275,578	$219,505	+0.3%
Expenses	$141,149	$104,663	+0.3%
Net Income	$134,429	$114,842	+0.2%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Role	Reportable Comp	Other Comp	Total
PAUL HAMILTON	President	Officer Director	$0	$0	$0
JEANNE LEVIN	Secretary	Officer Director	$0	$0	$0
CRAIG MELTZNER	Director	Director	$0	$0	$0
WILLIAM HATCHER	Vice President	Officer Director	$0	$0	$0
MARY GRAVES	Director	Director	$0	$0	$0
STEVE OLSON	Director	Director	$0	$0	$0
KRISTINE ANDERSON-MANOS	Director	Director	$0	$0	$0
DOUGLAS CHASE	Director	Director	$0	$0	$0
CHUCK WEAR	Director	Director	$0	$0	$0
RYAN THOMAS	Director	Director	$0	$0	$0
NONA LUCAS	Director	Director	$0	$0	$0
CECIL HUMES	Treasurer	Officer Director	$0	$0	$0
PETER HOLINSKI	Director	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	$275,578	$141,149	$2,887,717	$134,429
2024	$219,505	$104,663	$2,566,385	$114,842
2023	$165,407	$109,565	$2,248,140	$55,842
2022	$197,657	$104,798	$2,126,799	$92,859
2021	$140,201	$115,377	$2,396,865	$24,824
2020	$229,134	$103,970	$1,929,154	$125,164
2019	$217,308	$101,110	$1,751,225	$116,198

ROTARY CLUB OF SANTA ROSA FOUNDATION