SANTA CLARA ROTARY FOUNDATION (EIN 770386744) - 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

1994

Legal Domicile

Principal Officer

NICHOLAS G STREIT

Phone

4082862200

Tax Period

2024-07-01 to 2025-06-30

SANTA CLARA ROTARY FOUNDATION, founded in 1994, is a micro nonprofit in the Education sector that reported $80K in total revenue in fiscal year 2024. The organization ran a surplus of $24K, a strong 31% operating margin.

Mission

SCHOLARSHIPS AND YOUTH & SENIOR ACTIVITIES AND RELATED COMMUNITY PROGRAMS.

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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 $18,178

Program Service Revenue $0

Investment Income $23,788

Other Revenue $37,854

TOTAL REVENUE $79,820

Expense Breakdown

Grants Paid $16,000

Salaries & Benefits $0

Fundraising Expenses $149

Program Expenses $49,676

Other Expenses $39,391

TOTAL EXPENSES $55,391

Year-over-Year Comparison

	2024	2023	Change
Revenue	$79,820	$75,008	+0.1%
Expenses	$55,391	$44,837	+0.2%
Net Income	$24,429	$30,171	-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

N/A

Volunteers

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
DAN HOLDER	PRESIDENT	1.00	Officer Director	$0	$0	$0
MIKE SELLERS	SECRETARY	1.00	Officer Director	$0	$0	$0
NICK STREIT	TREASURER	1.00	Officer Director	$0	$0	$0
TRESSA WILLIAMS	BOARD MEMBER	1.00	Director	$0	$0	$0
ISMAEL PEREZ	BOARD MEMBER	1.00	Director	$0	$0	$0
TIM FORD	BOARD MEMBER	1.00	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	$79,820	$55,391	$693,313	$24,429
2024	$75,008	$44,837	$632,169	$30,171
2023	$80,569	$36,262	$601,694	$44,307
2022	$29,842	$31,615	$583,925	$-1,773
2021	$18,013	$38,361	$635,223	$-20,348
2020	$36,004	$61,976	$579,093	$-25,972
2019	$95,404	$68,492	$642,210	$26,912

SANTA CLARA ROTARY FOUNDATION