Rotary Club of Fresno Foundation

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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

1987

Legal Domicile

Principal Officer

Steve Canfield

Phone

5595196260

Tax Period

2023-07-01 to 2024-06-30

Rotary Club of Fresno Foundation, founded in 1987, is a small nonprofit in the Community Improvement sector that reported $687K in total revenue in fiscal year 2023. Revenue surged 479% from the prior year, signaling strong growth momentum. The organization ran a surplus of $591K, a strong 86% operating margin.

Mission

The Foundation was established to raise funds for the purpose of contributing to charitable and educational organizations in the local, national, and international community.

Program Service Accomplishments

Program 1

Expenses: $66,000

The Foundation contributed funds to Leadership Fresno Class 35; to Reading Heart, a book donation program; to Lighthouse Recovery Center for a HVAC system; to the Rotary Club of Fresno for Project...

The Foundation contributed funds to Leadership Fresno Class 35; to Reading Heart, a book donation program; to Lighthouse Recovery Center for a HVAC system; to the Rotary Club of Fresno for Project Nino; to Poverello House toward cost of a new patio; and to Fresno Unified School District toward the cost of Farber Campus Mural Project.

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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 $614,572

Program Service Revenue $0

Investment Income $72,120

Other Revenue $0

TOTAL REVENUE $686,692

Expense Breakdown

Grants Paid $66,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $66,000

Other Expenses $29,444

TOTAL EXPENSES $95,444

Year-over-Year Comparison

	2023	2022	Change
Revenue	$686,692	$118,538	+4.8%
Expenses	$95,444	$68,886	+0.4%
Net Income	$591,248	$49,652	+10.9%

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
C Blair Looney	Director	1.00	Director	$0	$0	$0
Michele Cantwell-Copher	Vice Chair	1.00	Officer Director	$0	$0	$0
Steve Canfield	Chairman	1.00	Officer Director	$0	$0	$0
Claude Laval III	Director	1.00	Director	$0	$0	$0
Mike Falge	Director	1.00	Director	$0	$0	$0
Karen Musson	Director	1.00	Director	$0	$0	$0
Valerie Vuicich	Director	1.00	Director	$0	$0	$0
Dick Herrinton	Secretary	1.00	Officer	$0	$0	$0
Anthony Andrade	Treasurer	1.00	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	$686,692	$95,444	$2,314,625	$591,248
2023	$118,538	$68,886	$1,722,136	$49,652
2022	$299,406	$89,778	$1,673,725	$209,628
2021	$105,975	$85,983	$1,454,931	$19,992
2020	$137,549	$160,456	$1,435,455	$-22,907
2019	$202,233	$185,491	$1,476,586	$16,742
2018	$244,176	$109,332	$1,434,844	$134,844