SARATOGA ROTARY CHARITABLE FOUNDATION (EIN 680538060) - 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

2003

Legal Domicile

Principal Officer

TERRIE CREAMER

Phone

4088675990

Tax Period

2023-07-01 to 2024-06-30

SARATOGA ROTARY CHARITABLE FOUNDATION, founded in 2003, is a small nonprofit in the Human Services sector that reported $210K in total revenue in fiscal year 2023. Revenue surged 92% from the prior year, signaling strong growth momentum. The organization ran a surplus of $129K, a strong 62% operating margin.

Mission

Grant funds to charitable, educational and other nonprofit organizations. The foundation grants support requests for capital needs and one-time special expenses.

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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 $95,003

Program Service Revenue $0

Investment Income $54,260

Other Revenue $60,304

TOTAL REVENUE $209,567

Expense Breakdown

Grants Paid $75,316

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $75,316

Other Expenses $5,099

TOTAL EXPENSES $80,415

Year-over-Year Comparison

	2023	2022	Change
Revenue	$209,567	$109,361	+0.9%
Expenses	$80,415	$108,077	-0.3%
Net Income	$129,152	$1,284	+99.6%

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

N/A

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
Sandra Prevot	CEO	002.00	Officer	$0	$0	$0
Terrie Creamer	CFO	002.00	Officer	$0	$0	$0
Marci Nomiura	Secretary	001.00	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
2024	$209,567	$80,415	$2,337,098	$129,152
2023	$109,361	$108,077	$2,016,175	$1,284
2022	$295,813	$125,339	$1,892,091	$170,474
2021	$216,533	$137,066	$2,169,408	$79,467
2020	$124,720	$112,908	$1,725,004	$11,812
2019	$151,564	$101,712	$1,755,820	$49,852

SARATOGA ROTARY CHARITABLE FOUNDATION