LOS ALTOS SUNSET ROTARY CLUB ENDOWMENT FUND INC (EIN 843912935) - 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

1990

Legal Domicile

Principal Officer

SHAWN CURBY

Phone

6502604053

Tax Period

2023-07-01 to 2024-06-30

LOS ALTOS SUNSET ROTARY CLUB ENDOWMENT FUND INC, founded in 1990, is a micro nonprofit in the Community Improvement sector that reported $49K in total revenue in fiscal year 2023. Revenue surged 216% from the prior year, signaling strong growth momentum. Net assets of $1.5M represent 361 months of operating reserves.

Mission

THE ORGANIZATION IS ORGANIZED EXCLUSIVELY FOR CHARITABLE, SCIENTIFIC, TESTING FOR PUBLIC SAFETY, LITERARY, OR EDUCATIONAL PURPOSES, FOSTERING NATIONAL OR INTERNATIONAL AMATEUR SPORTS COMPETITION (BUT ONLY IF NO PART OF ITS ACTIVITIES INVOLVE THE PROVISION OF ATHLETIC FACILITIES OR EQUIPMENT), OR FOR THE PREVENTION OF CRUELTY TO CHILDREN OR ANIMALS.

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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 $48,557

Other Revenue $0

TOTAL REVENUE $48,557

Expense Breakdown

Grants Paid $44,800

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $44,800

Other Expenses $6,333

TOTAL EXPENSES $51,133

Year-over-Year Comparison

	2023	2022	Change
Revenue	$48,557	$15,360	+2.2%
Expenses	$51,133	$38,275	+0.3%
Net Income	$-2,576	$-22,915	-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
MICHAEL MANSCH	PRESIDENT/ CEO	3.75	Officer Director	$0	$0	$0
MARGARETHE PFEFFER	EXECUTIVE SECRETARY	3.75	Officer Director	$0	$0	$0
SHAWN CURBY	TREASURER	3.75	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	$48,557	$51,133	$1,460,421	$-2,576
2023	$15,360	$38,275	$1,371,668	$-22,915
2022	$82,355	$46,470	$1,322,187	$35,885
2021	$91,903	$35,723	$1,566,107	$56,180
2020	$1,261,166	No data	$1,340,222	No data

LOS ALTOS SUNSET ROTARY CLUB ENDOWMENT FUND INC