Rotary Club of Roseville Foundation

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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

1993

Legal Domicile

Tax Period

2023-07-01 to 2024-06-30

Rotary Club of Roseville Foundation, founded in 1993, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $304K in total revenue in fiscal year 2023. The organization ran a surplus of $81K, a strong 27% operating margin.

Mission

The Rotary Club of Roseville Foundation was formed to provide grants to at-risk children, low income seniors, community non-profits,scholarships, and Rotary International projects through funds generated by fundraising activities, grant requests, and individual contributors.

Program Service Accomplishments

Program 1

Expenses: $27,087

Since the Foundations inception, the Foundation has provided non-profit grants of $550 to $2,200 each to local Roseville charitable organizations that further the mission and objectives of the...

Since the Foundations inception, the Foundation has provided non-profit grants of $550 to $2,200 each to local Roseville charitable organizations that further the mission and objectives of the Foundation.The Foundation also has provided grants to City and County Departments to assist with their Civic Projects. Sources of these funds were from the net proceeds of fundraising projects.

Program 2

Expenses: $21,981

$21,981 consists of grants to international service projects like sewing machines for a school in Uganda ($1,500); Clean water wells in Honduras ($3,100);India Scholarship Project ($500); Rwanda...

$21,981 consists of grants to international service projects like sewing machines for a school in Uganda ($1,500); Clean water wells in Honduras ($3,100);India Scholarship Project ($500); Rwanda sewing machine training project ($5,100); Afghanistan food and earthquake relief ($4,981); Roof and fencing for a school in Kenya($1,500); School uniforms and books for a school in Kenya ($1,800); Sewing machines for a school in Kenya ($1,000); Ultra Sound machines for a hospital in Columbia ($2,500);

Program 3

Expenses: $4,300

Since the Foundations inception,the Foundation has provided scholarships for students and student activities at local Roseville schools, consistent with its mission and objectives. Grants were also provided to School organizations that provide services to the needy. Sources of these funds were from net proceeds of fundraising projects.

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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 $277,111

Program Service Revenue $0

Investment Income $27,296

Other Revenue $0

TOTAL REVENUE $304,407

Expense Breakdown

Grants Paid $53,368

Salaries & Benefits $0

Fundraising Expenses $164,361

Program Expenses $53,368

Other Expenses $170,236

TOTAL EXPENSES $223,604

Year-over-Year Comparison

	2023	2022	Change
Revenue	$304,407	$302,897	+0.0%
Expenses	$223,604	$255,578	-0.1%
Net Income	$80,803	$47,319	+0.7%

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

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
Chris Janzen	Trustee	1.00	Director	$0	$0	$0
Ken Jamaca	Trustee	1.00	Director	$0	$0	$0
Bruce Kerr	Trustee	1.00	Director	$0	$0	$0
Timothy Sproul	Trustee	1.00	Director	$0	$0	$0
Glen Fong	Trustee	0.00	Director	$0	$0	$0
Dave Clemens	Trustee	1.00	Director	$0	$0	$0
Scott Otsuka	Trustee	1.00	Director	$0	$0	$0
Rob Saxe	Trustee	3.00	Officer Director	$0	$0	$0
Tom Rotelli	Trustee	0.00	Officer Director	$0	$0	$0
Russell Trumm	Treasurer	0.00	Officer	$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
2025	No data	No data	No data	No data
2024	$304,407	$223,604	$1,110,688	$80,803
2023	$302,897	$255,578	$1,021,525	$47,319
2022	$288,762	$203,970	$1,004,312	$84,792
2021	$433,278	$214,781	$959,246	$218,497