SANTA CRUZ ROTARY ENDOWMENT (EIN 942560310) - 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

1981

Legal Domicile

Principal Officer

IAN MACKENZIE

Phone

8313455182

Tax Period

2024-07-01 to 2025-06-30

SANTA CRUZ ROTARY ENDOWMENT, founded in 1981, is a small nonprofit that reported $135K in total revenue in fiscal year 2024. Revenue fell 29% from the prior year — a significant decline worth monitoring. Net assets of $1.6M represent 143 months of operating reserves.

Mission

AWARDING SCHOLARSHIPS TO COLLEGE AND VOCATIONAL STUDENTS.

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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 $67,935

Program Service Revenue $0

Investment Income $67,248

Other Revenue $0

TOTAL REVENUE $135,183

Expense Breakdown

Grants Paid $116,432

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $126,216

Other Expenses $20,923

TOTAL EXPENSES $137,355

Year-over-Year Comparison

	2024	2023	Change
Revenue	$135,183	$189,232	-0.3%
Expenses	$137,355	$64,800	+1.1%
Net Income	$-2,172	$124,432	-1.0%

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

$12,000

Total Directors

$12,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LINDA BURROUGHS	CHAIRMAN	2.00	Officer Director	$0	$0	$0
ANNIE ASCHE	TRUSTEE	1.00	Director	$0	$0	$0
IAN MACKENZIE	TREASURER	2.00	Officer Director	$0	$0	$12,000
BOB BOSSO	TRUSTEE	1.00	Director	$0	$0	$0
JACK RITCHEY	TRUSTEE	1.00	Director	$0	$0	$0
JIM COURTRIGHT	TRUSTEE	1.00	Director	$0	$0	$0
CHARLES ELDRIDGE	TRUSTEE	1.00	Director	$0	$0	$0
JANET KRASSOW	TRUSTEE	1.00	Director	$0	$0	$0
VAL MACKEN	TRUSTEE	1.00	Director	$0	$0	$0
DONNA MAURILLO	SECRETARY	2.00	Officer Director	$0	$0	$0
JOHN BURROUGHS	TRUSTEE	1.00	Director	$0	$0	$0
BURT REES	TRUSTEE	1.00	Director	$0	$0	$0
JIM ZENNER	VICE CHAIRMAN	2.00	Officer Director	$0	$0	$0
BLAINE BROKAW	TRUSTEE	1.00	Director	$0	$0	$0
KRISTA SNELLING	TRUSTEE	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	$135,183	$137,355	$1,613,337	$-2,172
2024	$189,232	$64,800	$1,516,966	$124,432
2023	$85,667	$89,549	$1,383,852	$-3,882
2022	$170,787	$112,190	$1,346,749	$58,597
2021	$108,340	$59,900	$1,435,167	$48,440
2020	$94,679	$67,484	$1,172,986	$27,195
2019	$84,192	$64,269	$1,152,763	$19,923

SANTA CRUZ ROTARY ENDOWMENT