SALINAS ROTARY CLUB CHARITABLE FUND (EIN 770447589) - 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

1997

Legal Domicile

Principal Officer

JOE GRAINGER

Phone

8317599553

Tax Period

2024-07-01 to 2025-06-30

SALINAS ROTARY CLUB CHARITABLE FUND, founded in 1997, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $86K in total revenue in fiscal year 2024. Revenue fell 30% from the prior year — a significant decline worth monitoring. Expenses of $82K left a modest 4% surplus.

Mission

SUPPORT OF COMMUNITY CHARITIES, FOCUSING UPON PEACE BUILDING, LOCAL YOUTH, INTERNATIONAL OUTREACH AND RACIAL RECONCILIATION.

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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 $82,988

Program Service Revenue $0

Investment Income $3,785

Other Revenue $-1,057

TOTAL REVENUE $85,716

Expense Breakdown

Grants Paid $78,421

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $78,421

Other Expenses $4,023

TOTAL EXPENSES $82,444

Year-over-Year Comparison

	2024	2023	Change
Revenue	$85,716	$122,763	-0.3%
Expenses	$82,444	$111,788	-0.3%
Net Income	$3,272	$10,975	-0.7%

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
BRENDA GRANILLO	PRESIDENT	4.00	Officer Director	$0	$0	$0
LORISA MCKELVEY-DAYE	PRESIDENT-ELECT	4.00	Officer Director	$0	$0	$0
ARI ENTIN	SECRETARY	4.00	Officer Director	$0	$0	$0
JOE GRAINGER	TREASURER	4.00	Officer Director	$0	$0	$0
MARK KOOIMAN	PAST PRESIDENT	4.00	Officer Director	$0	$0	$0
MALI CUDA	DIRECTOR	4.00	Director	$0	$0	$0
CHRISTINE DAWSON	DIRECTOR	4.00	Director	$0	$0	$0
PAUL FARMER	DIRECTOR	4.00	Director	$0	$0	$0
PATTY FERNANDEZ	DIRECTOR	4.00	Director	$0	$0	$0
JENNIFER KUYPER	DIRECTOR	4.00	Director	$0	$0	$0
SPENCER LLOYD	DIRECTOR	4.00	Director	$0	$0	$0
LAURA PRUNEDA	DIRECTOR	4.00	Director	$0	$0	$0
SHARDA RYAN	DIRECTOR	4.00	Director	$0	$0	$0
JEANNINE WOERZ-COLE	DIRECTOR	4.00	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	$85,716	$82,444	$167,868	$3,272
2024	$122,763	$111,788	$134,771	$10,975
2023	$133,350	$103,987	$139,489	$29,363
2022	$246,289	$169,727	$221,176	$76,562

SALINAS ROTARY CLUB CHARITABLE FUND