SANTA MARIA BREAKFAST ROTARY FOUNDATION (EIN 770411125) - 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

1996

Legal Domicile

Principal Officer

KATIE MCPIKE

Phone

8059258729

Tax Period

2023-07-01 to 2024-06-30

SANTA MARIA BREAKFAST ROTARY FOUNDATION, founded in 1996, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $107K in total revenue in fiscal year 2023. Revenue surged 27% from the prior year, signaling strong growth momentum.

Mission

PROVISION OF GRANTS TO FURTHER THE HUMANITARIAN GOALS OF THE ORGANIZATION.

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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 $103,623

Program Service Revenue $0

Investment Income $3,176

Other Revenue $0

TOTAL REVENUE $106,799

Expense Breakdown

Grants Paid $95,709

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $105,030

Other Expenses $9,321

TOTAL EXPENSES $105,030

Year-over-Year Comparison

	2023	2022	Change
Revenue	$106,799	$84,199	+0.3%
Expenses	$105,030	$46,948	+1.2%
Net Income	$1,769	$37,251	-1.0%

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

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
PATRICK MCDERMOTT	PRESIDENT	2.00	Officer Director	$0	$0	$0
KATIE MCPIKE	TREASURER	2.00	Officer Director	$0	$0	$0
JAMES THOMAS	SECRETARY	2.00	Officer Director	$0	$0	$0
MIKE GIBSON	VICE PRESIDENT	2.00	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	$106,799	$105,030	$148,758	$1,769
2023	$84,199	$46,948	$143,553	$37,251
2022	$32,766	$29,388	$101,424	$3,378
2021	$17,123	$38,209	$117,134	$-21,086

SANTA MARIA BREAKFAST ROTARY FOUNDATION