ROTARIAN FOUNDATION OF LIVERMORE

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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

1986

Legal Domicile

Tax Period

2024-07-01 to 2025-06-30

ROTARIAN FOUNDATION OF LIVERMORE, founded in 1986, is a small nonprofit that reported $523K in total revenue in fiscal year 2024. Revenue fell 62% from the prior year — a significant decline worth monitoring. Net assets of $5.6M represent 128 months of operating reserves.

Mission

THE GOAL OF THE FOUNDATION IS TO CREATE OPPORTUNITIES FOR LIVERMORE ORGANIZATIONS THAT ENRICH LIVES AND BUILD THE COMMUNITY WITH A FOCUS ON YOUTH. THE FOUNDATION SUPPORTS PROJECTS WHICH MAY HAVE THE GREATEST IMPACT PER DOLLAR.

Program Service Accomplishments

Program 1

Expenses: $290,933

GRANTS ARE GIVEN AFTER APPLICATION AND REVIEW TO LOCAL ORGANIZATIONS FOR WORTHWHILE PROJECTS RELATING TO YOUTH AND COMMUNITY SERVICES

Program 2

Expenses: $78,957

CONTRIBUTED TO VARIOUS ROTARY INTERNATIONAL PROJECTS

Program 3

Expenses: $70,300

DONATED TO VARIOUS LOCAL SCHOLARSHIP FUNDS

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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 $214,335

Program Service Revenue $0

Investment Income $308,896

Other Revenue $0

TOTAL REVENUE $523,231

Expense Breakdown

Grants Paid $408,255

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $461,592

Other Expenses $111,469

TOTAL EXPENSES $519,724

Year-over-Year Comparison

	2024	2023	Change
Revenue	$523,231	$1,385,698	-0.6%
Expenses	$519,724	$377,057	+0.4%
Net Income	$3,507	$1,008,641	-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

175

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
IRVING STOWERS	Treasurer	10.00	Officer Director	$0	$0	$0
SARAH PALMER	Secretary	5.00	Officer Director	$0	$0	$0
JEFF YOUNGSMA	President	10.00	Officer Director	$0	$0	$0
DENNIS GAMBS	President Elect	5.00	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
2025	$523,231	$519,724	$5,596,732	$3,507
2024	$1,385,698	$377,057	$5,321,773	$1,008,641
2023	$1,144,895	$339,908	$4,878,120	$804,987
2022	$1,979,289	$229,989	$3,533,283	$1,749,300
2021	$188,208	$197,860	$2,129,406	$-9,652
2020	$91,378	$124,678	$1,627,008	$-33,300
2018	$122,363	$102,415	$1,383,222	$19,948