Folsom Rotary Foundation (EIN 943181710) - 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

1992

Legal Domicile

Principal Officer

Rik Bennett

Tax Period

2024-07-01 to 2025-06-30

Folsom Rotary Foundation, founded in 1992, is a small nonprofit that reported $264K in total revenue in fiscal year 2024. The organization ran a surplus of $180K, a strong 68% operating margin.

Mission

Community service projects in Folsom.

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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 $205,446

Program Service Revenue $0

Investment Income $44,796

Other Revenue $13,534

TOTAL REVENUE $263,776

Expense Breakdown

Grants Paid $65,630

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $76,681

Other Expenses $18,061

TOTAL EXPENSES $83,691

Year-over-Year Comparison

	2024	2023	Change
Revenue	$263,776	N/A	N/A
Expenses	$83,691	N/A	N/A
Net Income	$180,085	N/A	N/A

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

N/A

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	Role	Reportable Comp	Other Comp	Total
Henry Sundermier	Trustee	Director	$0	$0	$0
Gary Krause	Trustee	Director	$0	$0	$0
Jason Brinitzer	Trustee	Director	$0	$0	$0
Peter Evenhuis	Trustee	Director	$0	$0	$0
Doug Burton	President	Officer	$0	$0	$0
Solomon Chis	Vice President	Officer	$0	$0	$0
Rik Bennett	CFO	Officer	$0	$0	$0
Robert Comper	Secretary	Officer	$0	$0	$0
Scott Bailey	R.C President	Officer	$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	$263,776	$83,691	$644,328	$180,085
2022	$151,079	$98,861	$460,370	$52,218
2021	$83,222	$56,000	$408,152	$27,222

Folsom Rotary Foundation