Sonoma Valley Rotary Service Fund Foundation (EIN 680343129) - 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

1995

Legal Domicile

Principal Officer

Alec McAndrew

Phone

4158958052

Tax Period

2024-07-01 to 2025-06-30

Sonoma Valley Rotary Service Fund Foundation, founded in 1995, is a small nonprofit in the Education sector that reported $228K in total revenue in fiscal year 2024. Revenue surged 47% from the prior year, signaling strong growth momentum. Expenses of $195K left a modest 15% surplus.

Mission

To promote charitable and public benefit projects Funded various local and international projects and providing scholarship funds

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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 $228,474

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $228,474

Expense Breakdown

Grants Paid $176,889

Salaries & Benefits $0

Fundraising Expenses $3,638

Program Expenses $166,876

Other Expenses $14,716

TOTAL EXPENSES $195,243

Year-over-Year Comparison

	2024	2023	Change
Revenue	$228,474	$155,503	+0.5%
Expenses	$195,243	$136,440	+0.4%
Net Income	$33,231	$19,063	+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

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	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHARLES GOODWIN	President	2.00	Director	$0	$0	$0
ALEXANDER MCANDREW	Chief Financial Office	2.00	Director	$0	$0	$0
VICKI WHITING	Secretary	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	$228,474	$195,243	$133,463	$33,231
2024	$155,503	$136,440	$96,733	$19,063
2023	$110,867	$87,335	No data	$23,532
2022	$115,454	$83,436	No data	$32,018
2022	$115,454	$83,436	No data	$32,018
2021	$192,299	$330,840	$29,768	$-138,541

Sonoma Valley Rotary Service Fund Foundation