Foundation Santa Rosa (EIN 813911826) - 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

2016

Legal Domicile

Phone

2674418530

Tax Period

2023-01-01 to 2023-12-31

Foundation Santa Rosa, founded in 2016, is a community nonprofit that reported $5.0M in total revenue in fiscal year 2023. Revenue fell 67% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $977K, a strong 20% operating margin.

Mission

To provide assistance for religious, charitable and educational purposes in the United States and abroad

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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 $0

Program Service Revenue $0

Investment Income $4,993,650

Other Revenue $0

TOTAL REVENUE $4,993,650

Expense Breakdown

Grants Paid $3,694,416

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $3,694,416

Other Expenses $321,788

TOTAL EXPENSES $4,016,204

Year-over-Year Comparison

	2023	2022	Change
Revenue	$4,993,650	$15,214,082	-0.7%
Expenses	$4,016,204	$2,691,156	+0.5%
Net Income	$977,446	$12,522,926	-0.9%

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

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
Jose Andres Ambrozic Velezmoro	Secretary	6.00	Officer Director	$0	$0	$0
Juan Carlos Len Alvarez	Vice-President	6.00	Officer Director	$0	$0	$0
Gonzalo Agustin Flores Santana	Officer Legal	6.00	Director	$0	$0	$0
Jose Antonio Davila Guerrero	President	6.00	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
2024	No data	No data	No data	No data
2023	$4,993,650	$4,016,204	$36,884,964	$977,446
2022	$15,214,082	$2,691,156	$33,001,642	$12,522,926
2021	$2,992,044	$2,092,226	$19,448,721	$899,818
2020	$7,886,147	$1,636,650	$17,923,512	$6,249,497
2019	$1,886,346	$1,929,968	$11,674,015	$-43,622
2018	$2,910,000	$1,942,149	$11,717,637	$967,851

Foundation Santa Rosa