ROTARY CLUB OF SANTA ROSA EASTWEST FOUNDATION (EIN 680374168) - 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

1996

Legal Domicile

Principal Officer

LINDSAY FREY

Phone

7074958914

Tax Period

2024-07-01 to 2025-06-30

ROTARY CLUB OF SANTA ROSA EASTWEST FOUNDATION, founded in 1996, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $536K in total revenue in fiscal year 2024. Revenue surged 63% from the prior year, signaling strong growth momentum. Expenses of $513K left a modest 4% surplus.

Mission

PROVIDE EDUCATIONAL SCHOLARSHIPS UNDER THE "ELINOR VALLERGA" PROGRAM, AND PROVIDE SUPPORT TO LOCAL NOT-FOR-PROFIT ORGANIZATIONS FOR THE BENEFIT OF THE COMMUNITY, EMPHAZIZING YOUTH RELATED PROGRAMS.

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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 $445,244

Program Service Revenue $0

Investment Income $42,644

Other Revenue $47,882

TOTAL REVENUE $535,770

Expense Breakdown

Grants Paid $505,936

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $505,936

Other Expenses $7,011

TOTAL EXPENSES $512,947

Year-over-Year Comparison

	2024	2023	Change
Revenue	$535,770	$329,302	+0.6%
Expenses	$512,947	$252,986	+1.0%
Net Income	$22,823	$76,316	-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
JACK STRANGE	Director	2.00	Director	$0	$0	$0
JULIE MONTGOMERY	Director	2.00	Officer Director	$0	$0	$0
EMILY RAINSFORD	Director	2.00	Officer Director	$0	$0	$0
TODD SHEFFIELD	Treasurer	8.00	Officer Director	$0	$0	$0
GARY LUCAS	Director	2.00	Director	$0	$0	$0
LINDSAY FREY	President	12.00	Director	$0	$0	$0
BRIAN REED	Director	2.00	Director	$0	$0	$0
MILAGROS OTT	Director	2.00	Director	$0	$0	$0
MAE HEAGERTY-MATOS	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	$535,770	$512,947	$566,377	$22,823
2024	$329,302	$252,986	$543,554	$76,316
2023	$175,198	$219,496	$532,666	$-44,298
2022	$188,933	$82,292	$554,442	$106,641

ROTARY CLUB OF SANTA ROSA EASTWEST FOUNDATION