THE ROTARY DEL NORTE FOUNDATION INC (EIN 850384102) - 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

1989

Principal Officer

CAROL RICKERT ASBURY

Phone

5053459261

Tax Period

2024-07-01 to 2025-06-30

THE ROTARY DEL NORTE FOUNDATION INC, founded in 1989, is a small nonprofit that reported $246K in total revenue in fiscal year 2024. Revenue surged 142% from the prior year, signaling strong growth momentum. The organization ran a surplus of $172K, a strong 70% operating margin.

Mission

SUPPORT 501(C)(3) ORGANIZATIONS WHOSE PROGRAMS ASSIST THE DISADVANTAGED IN THE ALBUQUERQUE METROPOLITAN AREA.

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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 $47,022

Program Service Revenue $0

Investment Income $199,436

Other Revenue $0

TOTAL REVENUE $246,458

Expense Breakdown

Grants Paid $49,950

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $49,950

Other Expenses $24,947

TOTAL EXPENSES $74,897

Year-over-Year Comparison

	2024	2023	Change
Revenue	$246,458	$101,755	+1.4%
Expenses	$74,897	$113,154	-0.3%
Net Income	$171,561	$-11,399	-16.1%

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
CAROL RICKERT ASBURY	CHAIR	2.00	Officer Director	$0	$0	$0
MARILYN STRUBE	SECRETARY	2.00	Director	$0	$0	$0
KEN ABBOTT	DIRECTOR	2.00	Director	$0	$0	$0
TOM MACEK	DIRECTOR	2.00	Director	$0	$0	$0
JOHN R PERNER	TREASURER	2.00	Director	$0	$0	$0
JOHN CALCOTT	DIRECTOR	2.00	Director	$0	$0	$0
CAROLL FOLLINGSTAD	DIRECTOR	2.00	Director	$0	$0	$0
KARON ROBERTS	DIRECTOR	2.00	Director	$0	$0	$0
JJ JAIN	DIRECTOR	2.00	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	$246,458	$74,897	$1,372,929	$171,561
2024	$101,755	$113,154	$1,230,232	$-11,399
2023	$77,707	$51,195	$1,149,410	$26,512
2022	$245,215	$61,751	$1,061,658	$183,464
2021	$88,336	$60,051	$1,262,540	$28,285
2020	$102,163	$80,174	$1,054,374	$21,989
2019	$182,254	$157,416	$1,073,142	$24,838

THE ROTARY DEL NORTE FOUNDATION INC