ROTARY CLUB OF MENLO PARK FOUNDATION (EIN 942723876) - 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

1983

Legal Domicile

Phone

6507043023

Tax Period

2024-07-01 to 2025-06-30

ROTARY CLUB OF MENLO PARK FOUNDATION, founded in 1983, is a small nonprofit in the Community Improvement sector that reported $232K in total revenue in fiscal year 2024. Revenue surged 43% from the prior year, signaling strong growth momentum. Expenses of $199K left a modest 14% surplus.

Mission

SCHOLARSHIPS & CONTRIBUTIONS

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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 $19,951

Program Service Revenue $0

Investment Income $159,051

Other Revenue $53,041

TOTAL REVENUE $232,043

Expense Breakdown

Grants Paid $164,195

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $166,763

Other Expenses $34,647

TOTAL EXPENSES $198,842

Year-over-Year Comparison

	2024	2023	Change
Revenue	$232,043	$161,936	+0.4%
Expenses	$198,842	$231,097	-0.1%
Net Income	$33,201	$-69,161	-1.5%

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
JEFF PIERCE	Treasurer	3.00	Officer Director	$0	$0	$0
AMY BOGGS	Vice President	1.00	Officer Director	$0	$0	$0
CHARLES SCHMUCK	Director	1.00	Director	$0	$0	$0
JEFF PIERCE	Secretary	1.00	Officer Director	$0	$0	$0
MIKE HERZEN	Director	1.00	Director	$0	$0	$0
JOHN BLAKE	President	2.00	Officer Director	$0	$0	$0
DOUG ADAMS	ASST. TREASURER	1.00	Officer Director	$0	$0	$0
DORIS HARRY	Director	1.00	Director	$0	$0	$0
SANDY CRITTENDEN	Director	1.00	Director	$0	$0	$0
DAVE JOHNSON	Director	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	$232,043	$198,842	$4,357,667	$33,201
2024	$161,936	$231,097	$4,249,673	$-69,161
2023	$221,424	$228,733	$3,818,683	$-7,309
2022	$422,916	$266,025	$3,719,926	$156,891
2021	$308,394	$355,886	$4,064,472	$-47,492
2020	$349,613	$207,539	$3,367,345	$142,074
2019	$222,394	$220,713	$3,176,595	$1,681
2018	$597,975	$211,849	$3,042,960	$386,126

ROTARY CLUB OF MENLO PARK FOUNDATION