ALMADEN VALLEY ROTARY CLUB ENDOWMENT

EIN: 770165040 501(c)(3)

SAN JOSE, CA

Total Revenue
$65,974
Total Expenses
$12,793
Total Assets
$554,619
Net Assets
$554,619
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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
CA
Tax Period
2022-08-01 to 2023-07-31

ALMADEN VALLEY ROTARY CLUB ENDOWMENT, founded in 1987, is a micro nonprofit that reported $66K in total revenue in fiscal year 2022. The organization ran a surplus of $53K, a strong 81% operating margin.

Mission

TO APPLY FUNDS RECEIVED EXCLUSIVELY FOR CHARITABLE, SCIENTIFIC OR EDUCATIONAL PURPOSES

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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%)

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Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $39,137
Program Service Revenue $0
Investment Income $17,736
Other Revenue $9,101
TOTAL REVENUE $65,974

Expense Breakdown

Grants Paid $8,556
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $12,793
Other Expenses $4,237
TOTAL EXPENSES $12,793

Year-over-Year Comparison

2022 2021 Change
Revenue $65,974 N/A N/A
Expenses $12,793 N/A N/A
Net Income $53,181 N/A N/A
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

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Governance

Voting Members
5
Independent Members
5
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
3
$0
Total Directors
2
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
BILL BYNUM Trustee 2.00
Director
$0 $0 $0
JOHN BAKER Trustee 2.00
Director
$0 $0 $0
KEN TAVERNIER President 2.00
Officer
$0 $0 $0
JERRY GIBSON Secretary 2.00
Officer
$0 $0 $0
BRIAN O'NEILL Treasurer 2.00
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
2024 No data No data No data No data
2023 $65,974 $12,793 $554,619 $53,181
2021 $61,223 $21,613 $529,766 $39,610
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