VISALIA ROTARY COMMUNITY 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

1991

Legal Domicile

Principal Officer

ERIC SHANNON

Phone

5596253200

Tax Period

2024-07-01 to 2025-06-30

VISALIA ROTARY COMMUNITY FOUNDATION, founded in 1991, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $358K in total revenue in fiscal year 2024. Revenue decreased 17% compared to the prior year. The organization ran a surplus of $60K, a strong 17% operating margin.

Mission

TO GIVE BACK TO THE VISALIA COMMUNITY THROUGH GRANTS TO LOCAL CHARITIES AND SCHOLARSHIPS TO LOCAL INDIVIDUALS.

Program Service Accomplishments

Program 1

Expenses: $196,482

VISALIA ROTARY COMMUNITY FOUNDATION GRANTED FUNDS TO HABITAT FOR HUMANITY, TULARE COUNTY CHILD ABUSE COUNCIL, VISALIA GLEANING SENIORS, VALLEY LIFE FOUNDATION, SALT + LIGHT, IMAGINE U, PRO YOUTH...

VISALIA ROTARY COMMUNITY FOUNDATION GRANTED FUNDS TO HABITAT FOR HUMANITY, TULARE COUNTY CHILD ABUSE COUNCIL, VISALIA GLEANING SENIORS, VALLEY LIFE FOUNDATION, SALT + LIGHT, IMAGINE U, PRO YOUTH, VISALIA EMERGENCY AID, TULARE COUNTY HOPE FOR THE HOMELESS, VISALIA EDUCATION FOUNDATION #2, CASA, OTHER MISCELLANEOUS, AND IT CONTINUED PROVIDING THE RESPITE HOUSE TO KAWEAH HEALTH.

Program 2

Expenses: $65,500

DURING THE FISCAL YEAR VISALIA ROTARY COMMUNITY FOUNDATION PROVIDED SCHOLARSHIPS TO GRADUATING SENIORS OF LOCAL HIGH SCHOOLS TO ATTEND SECONDARY AND VOCATIONAL SCHOOLS.THE FOUNDATION ALSO PROVIDES...

DURING THE FISCAL YEAR VISALIA ROTARY COMMUNITY FOUNDATION PROVIDED SCHOLARSHIPS TO GRADUATING SENIORS OF LOCAL HIGH SCHOOLS TO ATTEND SECONDARY AND VOCATIONAL SCHOOLS.THE FOUNDATION ALSO PROVIDES SCHOLARSHIPS TO STUDENTS ATTENDING COLLEGE OF THE SEQUOIAS.

Program 3

Expenses: $500

SPONSORSHIP OF PROFESSIONAL PROGRAMS TO PROMOTE VISALIA ROTARY COMMUNITY FOUNDATION'S PRESENCE IN THE COMMUNITY.

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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 (2024)

Revenue Breakdown

Contributions & Grants $37,236

Program Service Revenue $0

Investment Income $320,308

Other Revenue $487

TOTAL REVENUE $358,031

Expense Breakdown

Grants Paid $261,982

Salaries & Benefits $22,169

Fundraising Expenses $0

Program Expenses $262,482

Other Expenses $13,745

TOTAL EXPENSES $297,896

Year-over-Year Comparison

	2024	2023	Change
Revenue	$358,031	$431,034	-0.2%
Expenses	$297,896	$359,843	-0.2%
Net Income	$60,135	$71,191	-0.2%

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

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
ERIC SHANNON	Executive Dir.	1.00	Officer Director	$0	$0	$0
FRANCES LANGLEY	Secretary	0.00	Officer Director	$0	$0	$0
TODD MARTIN	PRESIDENT ELECT	0.00	Director	$0	$0	$0
DON RITTER	Director	0.00	Director	$0	$0	$0
ANEES AKHUND	Director	0.00	Director	$0	$0	$0
JOSE ARIAS	Director	0.00	Director	$0	$0	$0
GARY SIMMONS	Treasurer	1.00	Officer Director	$0	$0	$0
RYAN PURKISS	Executive Sec.	2.00	Officer Director	$0	$0	$0
GERALD SCNEIDER	Vice President	0.00	Officer Director	$0	$0	$0
MICHAEL DAMRON	Director	0.00	Director	$0	$0	$0
HOLLIS FERNANDEZ	Director	0.00	Director	$0	$0	$0
JENNIFER PACHECO	Director	0.00	Director	$0	$0	$0
JEFF MOYER	Director	0.00	Director	$0	$0	$0
KAREN ANDERSON	Director	0.00	Director	$0	$0	$0
DRU QUESNOY	Director	0.00	Director	$0	$0	$0
TOM HORNBURG	President	0.00	Officer Director	$0	$0	$0
DEBORAH VOLOSIN	Director	0.00	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	$358,031	$297,896	$8,462,656	$60,135
2024	$431,034	$359,843	$7,981,238	$71,191
2023	$193,396	$268,097	$7,294,805	$-74,701
2022	$776,076	$586,354	$6,879,022	$189,722
2021	$685,651	$132,269	$8,028,627	$553,382
2020	$1,899,028	$368,803	$6,644,133	$1,530,225
2019	$179,711	$209,829	$5,308,809	$-30,118