North Shore Rotary Club Charitable Foundation Inc (EIN 760598199) - 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

Legal Domicile

Tax Period

2023-07-01 to 2024-06-30

North Shore Rotary Club Charitable Foundation Inc is a small nonprofit in the Philanthropy & Grantmaking sector that reported $323K in total revenue in fiscal year 2023. Revenue surged 20% from the prior year, signaling strong growth momentum. Expenses of $287K left a modest 11% surplus.

Mission

Contributions to area schools, colleges, other non-profit charitable organization and scholarships for undergraduate 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 (2023)

Revenue Breakdown

Contributions & Grants $13,773

Program Service Revenue $0

Investment Income $6,529

Other Revenue $303,026

TOTAL REVENUE $323,328

Expense Breakdown

Grants Paid $276,987

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $276,987

Other Expenses $9,633

TOTAL EXPENSES $286,620

Year-over-Year Comparison

	2023	2022	Change
Revenue	$323,328	$268,733	+0.2%
Expenses	$286,620	$202,526	+0.4%
Net Income	$36,708	$66,207	-0.4%

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

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	Role	Reportable Comp	Other Comp	Total
Paul Drexler	Treasurer	Officer Director	$0	$0	$0
Danna Nino	President	Officer Director	$0	$0	$0
Mini Izaguirre	Director	Officer Director	$0	$0	$0
David Proctor	Secretary	Officer Director	$0	$0	$0
Lee Brown	Past President	Officer Director	$0	$0	$0
Bill Palko	Director	Director	$0	$0	$0
Donald Nino	Director	Director	$0	$0	$0
BJ Johnson	Director	Director	$0	$0	$0
Hugo Reyna	Director	Director	$0	$0	$0
Ramon Garza	Director	Director	$0	$0	$0
David Gray	Director	Director	$0	$0	$0
Brent Hughes	Director	Director	$0	$0	$0
Jose Jimenez	Director	Director	$0	$0	$0
Steven Palko	Director	Director	$0	$0	$0
Anthony Mireles	Director	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	No data	No data	No data	No data
2024	$323,328	$286,620	$826,402	$36,708
2023	$268,733	$202,526	$789,694	$66,207
2022	$359,335	$230,361	$723,614	$128,974
2021	$215,319	$232,719	$594,860	$-17,400
2020	$224,228	$298,170	$613,010	$-73,942
2019	$316,922	$263,032	$685,732	$53,890

North Shore Rotary Club Charitable Foundation Inc