ROTARY CLUB OF MORGAN HILL ENDOWMENT FUND (EIN 770314742) - 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

1992

Legal Domicile

Principal Officer

JEFF PERKINS

Tax Period

2024-07-01 to 2025-06-30

ROTARY CLUB OF MORGAN HILL ENDOWMENT FUND, founded in 1992, is a small nonprofit that reported $328K in total revenue in fiscal year 2024. Revenue grew 16% year-over-year, indicating healthy expansion. The organization ran a surplus of $138K, a strong 42% operating margin.

Mission

The Endowment receives funds from individuals, families, trusts, foundations and corporations seeking to realize the satisfaction and tax benefits of their contributions. Every year, interest and dividends from your gifts are used for all philanthropic giving of the Club.

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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 $23,013

Program Service Revenue $0

Investment Income $152,970

Other Revenue $152,486

TOTAL REVENUE $328,469

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $190,048

Other Expenses $190,048

TOTAL EXPENSES $190,048

Year-over-Year Comparison

	2024	2023	Change
Revenue	$328,469	$282,912	+0.2%
Expenses	$190,048	$121,164	+0.6%
Net Income	$138,421	$161,748	-0.1%

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

100

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
JEFF PERKINS	President	2.00	Officer	$0	$0	$0
STEVE TATE	Secretary	2.00	Officer	$0	$0	$0
MIKE JOHNSON	CFO	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
2025	$328,469	$190,048	$1,773,453	$138,421
2024	$282,912	$121,164	$1,640,182	$161,748
2023	$259,545	$95,700	$1,483,433	$163,845
2022	$173,661	$261,393	$1,316,938	$-87,732
2021	$390,742	$65,844	$1,402,321	$324,898
2020	$113,097	$114,640	$1,077,422	$-1,543
2019	$176,765	$133,797	$1,078,965	$42,968
2018	$219,708	$218,823	$1,035,997	$885

ROTARY CLUB OF MORGAN HILL ENDOWMENT FUND