Fig Garden Rotary Foundation (EIN 770224445) - 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

Principal Officer

Robert Abrams President

Phone

5592279772

Tax Period

2020-07-01 to 2021-06-30

Fig Garden Rotary Foundation is a small nonprofit in the Community Improvement sector that reported $151K in total revenue in fiscal year 2020. The organization ran a surplus of $75K, a strong 50% operating margin.

Mission

TO RECEIVE GIFTS OF MONEY AND PROPERTY, TO MAINTAIN AND MANAGE SAME, AND TO DISTRIBUTE MONEY AND PROPERTY FOR THE BENEFIT OF FRESNO AREA CHARITABLE ORGANIZATIONS, VARIOUS ROTARY INITIATIVES and LOCAL scholarships.

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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 (2020)

Revenue Breakdown

Contributions & Grants $57,075

Program Service Revenue $0

Investment Income $94,102

Other Revenue $0

TOTAL REVENUE $151,177

Expense Breakdown

Grants Paid $72,127

Salaries & Benefits $0

Fundraising Expenses $1,439

Program Expenses $72,127

Other Expenses $3,739

TOTAL EXPENSES $75,866

Year-over-Year Comparison

	2020	2019	Change
Revenue	$151,177	N/A	N/A
Expenses	$75,866	N/A	N/A
Net Income	$75,311	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

Governance

Voting Members

Independent Members

N/A

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	Hours/Week	Role	Reportable Comp	Other Comp	Total
Jeffrey P Garza	President	1.00	Officer	$0	$0	$0
John W Heberger	FGRF Treasurer	2.00	Officer	$0	$0	$0
Leslie Rau	Secretary	1.00	Officer	$0	$0	$0
Robert Abrams	President-Elect	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
2021	$151,177	$75,866	$502,199	$75,311

Fig Garden Rotary Foundation