ROTARY CLUB OF SAN ANTONIO FOUNDATION (EIN 746067202) - 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

1962

Legal Domicile

Principal Officer

ANNE SWIFT

Phone

2102228242

Tax Period

2024-07-01 to 2025-06-30

ROTARY CLUB OF SAN ANTONIO FOUNDATION, founded in 1962, is a community nonprofit in the Community Improvement sector that reported $1.3M in total revenue in fiscal year 2024. Revenue surged 82% from the prior year, signaling strong growth momentum. Expenses of $1.2M left a modest 10% surplus.

Mission

THE FOUNDATION IS A NONPROFIT CHARITABLE CORPORATION ORGANIZED TO PROMOTE COMMUNITY WELFARE, PROVIDE INTERNATIONAL SCHOLORSHIPS, SUPPORT STUDENT EXCHANGES, AND ASSIST OTHER CHARITABLE PROJECTS WITHIN THE COMMUNITY.

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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 $922,872

Program Service Revenue $0

Investment Income $10,030

Other Revenue $393,610

TOTAL REVENUE $1,326,512

Expense Breakdown

Grants Paid $29,826

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,163,258

Other Expenses $1,169,356

TOTAL EXPENSES $1,199,182

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,326,512	$730,517	+0.8%
Expenses	$1,199,182	$565,224	+1.1%
Net Income	$127,330	$165,293	-0.2%

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

320

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

$79,052

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANNE SWIFT	EXEC DIRECTOR	2.00	Officer	$0	$2,060	$79,052
STEVE DARLING	President	2.00	Officer Director	$0	$0	$0
KELLEY FROST	PRESIDENT ELECT	1.00	Officer Director	$0	$0	$0
PAUL GARRO	PAST PRESIDENT	1.00	Officer Director	$0	$0	$0
MATT JOHNSON	YMB PRESIDENT	1.00	Officer Director	$0	$0	$0
MONIQUE ZINN	SGT-AT-ARMS	1.00	Officer Director	$0	$0	$0
ARMEN BABAJANIAN	Director	1.00	Director	$0	$0	$0
MIKE GILLIAM	Director	1.00	Director	$0	$0	$0
BIZZY DARLING	Vice President	1.00	Officer Director	$0	$0	$0
DAVE HAMANN	Director	1.00	Director	$0	$0	$0
CHRISTOPHER HOLDEN	Treasurer	1.00	Officer Director	$0	$0	$0
KARYNN KOLM O'CONNELL	Director	1.00	Director	$0	$0	$0
ASHLEY HARRIS	Director	1.00	Director	$0	$0	$0
JEFFREY PARSONS	Director	1.00	Director	$0	$0	$0
LIA PAYNE	Director	1.00	Director	$0	$0	$0
DANIEL PEAVY	Director	1.00	Director	$0	$0	$0
VANESSA VAN DE PUTTE	Director	1.00	Director	$0	$0	$0
MAC WILLIAMS	Director	1.00	Director	$0	$0	$0
MOLLY SCHLUTER	Director	1.00	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	$1,326,512	$1,199,182	$696,672	$127,330
2024	$730,517	$565,224	$569,342	$165,293
2023	$480,764	$1,022,444	$404,049	$-541,680
2022	$853,492	$956,736	$945,729	$-103,244
2021	$349,690	$79,590	$1,048,973	$270,100
2020	$707,097	$291,146	$778,873	$415,951
2019	$206,907	$168,899	$362,922	$38,008

ROTARY CLUB OF SAN ANTONIO FOUNDATION