Sausalito Rotary Educational Scholarship Fund (EIN 680424515) - 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

1998

Legal Domicile

Principal Officer

Bruce Huff

Phone

4153833390

Tax Period

2024-07-01 to 2025-06-30

Sausalito Rotary Educational Scholarship Fund, founded in 1998, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $22K in total revenue in fiscal year 2024. Revenue surged 220% from the prior year, signaling strong growth momentum. Expenses of $31K exceeded revenue, resulting in a 45% operating deficit.

Mission

To provide vocational scholarships to students.

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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 $21,500

Program Service Revenue $0

Investment Income $42

Other Revenue $60

TOTAL REVENUE $21,602

Expense Breakdown

Grants Paid $29,900

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $29,900

Other Expenses $1,409

TOTAL EXPENSES $31,309

Year-over-Year Comparison

	2024	2023	Change
Revenue	$21,602	$6,744	+2.2%
Expenses	$31,309	$30,650	+0.0%
Net Income	$-9,707	$-23,906	-0.6%

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
Bruce Huff	Secretary & Board Member	0.50	Officer Director	$0	$0	$0
Chris Gallager	Board Member	0.50	Director	$0	$0	$0
Kimberly Huff	Board Member	0.50	Director	$0	$0	$0
Lisa Scopazzi	Board Member	0.50	Director	$0	$0	$0
Richard Mellott	Board Member	0.50	Director	$0	$0	$0
Ronald Alber	President & Board Member	0.50	Officer Director	$0	$0	$0
Woody Robinson	Treasurer & Board Member	0.50	Officer 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	$21,602	$31,309	$772,882	$-9,707
2024	$6,744	$30,650	$710,020	$-23,906
2023	$69,409	$31,104	$655,775	$38,305
2022	$46,971	$31,320	$644,743	$15,651
2021	$21,201	$34,491	$747,074	$-13,290
2020	$49,376	$31,300	$638,697	$18,076
2019	$65,336	$24,785	$672,858	$40,551

Sausalito Rotary Educational Scholarship Fund