ELK GROVE ROTARY FOUNDATION (EIN 680460081) - 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

2000

Legal Domicile

Principal Officer

CATHY GUY

Phone

9169499476

Tax Period

2024-07-01 to 2025-06-30

ELK GROVE ROTARY FOUNDATION, founded in 2000, is a small nonprofit in the Education sector that reported $295K in total revenue in fiscal year 2024. Revenue surged 45% from the prior year, signaling strong growth momentum. Expenses of $271K left a modest 8% surplus.

Mission

THE ORGANIZATION IS A PUBLIC CHARITY SERVING SOUTHERN SACRAMENTO COUNTY, CALIFORNIA IN GENERAL, AND THE CITY OF ELK GROVE IN PARTICULAR. IT ALSO RAISES FUNDS FOR INTERNATIONAL PROJECTS IN ALIGNMENT WITH ROTARY INTERNATIONAL.

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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 $177,363

Program Service Revenue $0

Investment Income $50,694

Other Revenue $67,270

TOTAL REVENUE $295,327

Expense Breakdown

Grants Paid $267,597

Salaries & Benefits $0

Fundraising Expenses $1,993

Program Expenses $267,597

Other Expenses $2,990

TOTAL EXPENSES $270,587

Year-over-Year Comparison

	2024	2023	Change
Revenue	$295,327	$204,178	+0.4%
Expenses	$270,587	$128,589	+1.1%
Net Income	$24,740	$75,589	-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
THOMAS MISCHLEY	Treasurer	5.00	Officer Director	$0	$0	$0
LES WILLMON	Director	1.00	Director	$0	$0	$0
JAMES BABCOCK	Director	1.00	Director	$0	$0	$0
JON COLTON	Director	1.00	Director	$0	$0	$0
CATHY GUY	President	10.00	Officer Director	$0	$0	$0
ELLIOT MULBERG	Director	1.00	Director	$0	$0	$0
JEAN HAWKINS	Secretary	2.00	Officer Director	$0	$0	$0
MARK THOMAS	Director	1.00	Director	$0	$0	$0
STEVEN JONES	Vice President	1.00	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	$295,327	$270,587	$914,273	$24,740
2024	$204,178	$128,589	$860,641	$75,589
2023	$148,804	$224,120	$516,441	$-75,316
2022	$106,030	$31,357	$585,732	$74,673
2021	$167,865	$83,745	$502,609	$84,120
2020	$194,050	$121,271	$423,911	$72,779

ELK GROVE ROTARY FOUNDATION