LOS GATOS ROTARY SCHOLARSHIP FUND (EIN 770508944) - 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

1998

Legal Domicile

Principal Officer

PATTI VAN DER BURG

Phone

4083851210

Tax Period

2022-07-01 to 2023-06-30

LOS GATOS ROTARY SCHOLARSHIP FUND, founded in 1998, is a micro nonprofit in the Education sector that reported $59K in total revenue in fiscal year 2022. Revenue fell 46% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $11K, a strong 19% operating margin.

Mission

ORGANIZATION GRANTS COLLEGE SCHOLARSHIPS TO DESERVING HIGH SCHOOL STUDENTS.

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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 (2022)

Revenue Breakdown

Contributions & Grants $6,080

Program Service Revenue $0

Investment Income $52,424

Other Revenue $0

TOTAL REVENUE $58,504

Expense Breakdown

Grants Paid $44,500

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $47,575

Other Expenses $3,075

TOTAL EXPENSES $47,575

Year-over-Year Comparison

	2022	2021	Change
Revenue	$58,504	$109,035	-0.5%
Expenses	$47,575	$50,775	-0.1%
Net Income	$10,929	$58,260	-0.8%

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

143

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
DOUG BRENT	TRUSTEE AND CHAIR	0.50	Director	$0	$0	$0
TERRI TROTTER	TRUSTEE	0.50	Director	$0	$0	$0
ERIKA BUCK	TRUSTEE	0.50	Director	$0	$0	$0
HENRY VITKOVICH	TRUSTEE	0.50	Director	$0	$0	$0
JOHN COLWELL	EMERITUS	0.50	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	No data	No data	No data	No data
2023	$58,504	$47,575	$1,834,316	$10,929
2022	$109,035	$50,775	$1,712,114	$58,260
2021	$129,774	$49,912	$1,826,385	$79,862
2020	$86,954	$42,543	$801,342	$44,411
2019	$33,710	$44,332	$756,932	$-10,622
2018	$51,471	$35,162	$767,554	$16,309

LOS GATOS ROTARY SCHOLARSHIP FUND