LOS GATOS ROTARY CHARITIES FOUNDATION (EIN 770198926) - 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

1986

Legal Domicile

Principal Officer

DANIEL SNYDER

Phone

4083151210

Tax Period

2023-07-01 to 2024-06-30

LOS GATOS ROTARY CHARITIES FOUNDATION, founded in 1986, is a small nonprofit that reported $360K in total revenue in fiscal year 2023. Revenue surged 85% from the prior year, signaling strong growth momentum. The organization ran a surplus of $56K, a strong 16% operating margin.

Mission

ORGANIZATION'S PRIMARY EXEMPT PURPOSE IS TO SECURE DONATIONS FOR OTHER CHARITABLE ORGANIZATIONS IN FURTHERANCE OF ROTARY'S MOTTO OF SERVICE ABOVE SELF. DONATIONS ARE MADE TO BOTH INTERNATIONAL AND LOCAL ORGANIZATIONS.

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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 $215,363

Program Service Revenue $0

Investment Income $144,768

Other Revenue $0

TOTAL REVENUE $360,131

Expense Breakdown

Grants Paid $289,891

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $298,070

Other Expenses $13,941

TOTAL EXPENSES $303,832

Year-over-Year Comparison

	2023	2022	Change
Revenue	$360,131	$194,395	+0.9%
Expenses	$303,832	$136,623	+1.2%
Net Income	$56,299	$57,772	0.0%

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

141

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
PATTI VAN DER BURG	DIRECTOR/TREASURER	1.00	Officer Director	$0	$0	$0
DAVID WELLS	DIRECTOR/SECRETARY	1.00	Officer Director	$0	$0	$0
KIRSTEN BRIDGES	DIRECTOR	1.00	Director	$0	$0	$0
RILEY BARR	DIRECTOR	1.00	Director	$0	$0	$0
MARTY FISHMAN	DIRECTOR	1.00	Director	$0	$0	$0
MEGHAN BURTON	DIRECTOR/PRESIDENT	1.00	Officer 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	$360,131	$303,832	$1,986,491	$56,299
2023	$194,395	$136,623	$1,695,530	$57,772
2022	$271,125	$233,502	$1,639,350	$37,623
2021	$170,351	$99,049	$1,696,700	$71,302
2020	$119,836	$100,641	$789,904	$19,195
2019	$150,946	$88,679	$770,147	$62,267
2018	$260,000	$144,558	$707,880	$115,442

LOS GATOS ROTARY CHARITIES FOUNDATION