ROTARY DEL SOL FOUNDATION INC (EIN 850447910) - 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

1997

Legal Domicile

Principal Officer

DAVID SEELY

Phone

5052665904

Tax Period

2024-07-01 to 2025-06-30

ROTARY DEL SOL FOUNDATION INC, founded in 1997, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $37K in total revenue in fiscal year 2024. Expenses of $67K exceeded revenue, resulting in a 82% operating deficit.

Mission

THE ORGANIZATION IS ORGANIZED TO RECEIVE AND SOLICIT CONTRIBUTIONS, GRANTS, AND INVESTMENT INCOME AND TO APPLY THIS FUND RELATED INCOME EXCLUSIVELY FOR CHARTIABLE, SCIENTIFIC AND EDUCATIONAL PURPOSES AND TO CONDUCT ACTIVITIES IN FURTHERANCE OF SUCH PURPOSES.

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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 $6,793

Program Service Revenue $0

Investment Income $30,160

Other Revenue $0

TOTAL REVENUE $36,953

Expense Breakdown

Grants Paid $55,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $55,000

Other Expenses $12,116

TOTAL EXPENSES $67,116

Year-over-Year Comparison

	2024	2023	Change
Revenue	$36,953	$35,375	+0.0%
Expenses	$67,116	$137,678	-0.5%
Net Income	$-30,163	$-102,303	-0.7%

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
BRUCE BORTNER	DIRECTOR	1.00	Director	$0	$0	$0
BRIAN FISHER	DIRECTOR	1.00	Director	$0	$0	$0
HERMAN HAASE	TREASURER	1.00	Director	$0	$0	$0
RON HENSLEY	DIRECTOR	1.00	Director	$0	$0	$0
DON KAUFMAN	DIRECTOR	1.00	Director	$0	$0	$0
BILL ROTHWEILER	SECRETARY	1.00	Director	$0	$0	$0
DAVID SEELY	PRESIDENT	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
2025	$36,953	$67,116	$1,163,016	$-30,163
2024	$35,375	$137,678	$1,094,061	$-102,303
2023	$63,319	$75,541	$1,126,851	$-12,222
2022	$40,752	$11,880	$1,108,664	$28,872
2021	$156,143	$40,872	$1,236,048	$115,271
2020	$74,158	$9,169	$955,128	$64,989

ROTARY DEL SOL FOUNDATION INC