FOUNDATION OF THE ROTARY CLUB OF ALAMO CALIFORNIA (EIN 770600752) - 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

2003

Legal Domicile

Principal Officer

JACK THOMPSON

Phone

9252745731

Tax Period

2023-01-01 to 2023-12-31

FOUNDATION OF THE ROTARY CLUB OF ALAMO CALIFORNIA, founded in 2003, is a micro nonprofit in the Education sector that reported $97K in total revenue in fiscal year 2023. Expenses of $112K exceeded revenue, resulting in a 16% operating deficit.

Mission

THE FOUNDATION WAS ESTABLISHED TO MANAGE THE ALAMO MUSIC AND WINE FESTIVAL AND ANY OTHER FUNDRAISING EVENTS TO BENEFIT THE LOCAL PUBLIC SCHOOLS, ROTACARE HEALTH CLINIC, CIVIC PROJECTS, INCLUDING PUBLIC USE ITEMS SUCH AS BUS BENCHES AND BEAUTIFICATION PROJECTS.

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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 $70,834

Program Service Revenue $0

Investment Income $7,106

Other Revenue $18,562

TOTAL REVENUE $96,502

Expense Breakdown

Grants Paid $104,492

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $104,492

Other Expenses $7,823

TOTAL EXPENSES $112,315

Year-over-Year Comparison

	2023	2022	Change
Revenue	$96,502	$98,400	0.0%
Expenses	$112,315	$123,892	-0.1%
Net Income	$-15,813	$-25,492	-0.4%

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
PETER WALDRON	PRESIDENT	1.00	Officer	$0	$0	$0
KAREN MCPHERSON	SECRETARY	1.00	Officer	$0	$0	$0
JACK THOMPSON	TREASURER	1.00	Officer	$0	$0	$0
CAROLYN THIESSEN	DIRECTOR	1.00	Director	$0	$0	$0
JOAN GRIMES	DIRECTOR	1.00	Director	$0	$0	$0
EKATERINA ATANASSOV	DIRECTOR	1.00	Director	$0	$0	$0
CHRIS CHAPMAN	DIRECTOR	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
2024	No data	No data	No data	No data
2023	$96,502	$112,315	$324,900	$-15,813

FOUNDATION OF THE ROTARY CLUB OF ALAMO CALIFORNIA