POINT WEST ROTARY CLUB FOUNDATION (EIN 943337623) - 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

1998

Legal Domicile

Principal Officer

MARIA O'NEIL

Phone

9165993018

Tax Period

2023-07-01 to 2024-06-30

POINT WEST ROTARY CLUB FOUNDATION, founded in 1998, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $290K in total revenue in fiscal year 2023. The organization ran a surplus of $60K, a strong 21% operating margin.

Mission

TO SUPPORT CHARITABLE PURPOSES IN THE SACRAMENTO AREA SUPPORTED BY THE ROTARY CLUB OF POINT WEST.

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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 (2023)

Revenue Breakdown

Contributions & Grants $161,119

Program Service Revenue $0

Investment Income $76,287

Other Revenue $52,106

TOTAL REVENUE $289,512

Expense Breakdown

Grants Paid $208,681

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $208,681

Other Expenses $20,755

TOTAL EXPENSES $229,436

Year-over-Year Comparison

	2023	2022	Change
Revenue	$289,512	$285,688	+0.0%
Expenses	$229,436	$235,954	0.0%
Net Income	$60,076	$49,734	+0.2%

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

250

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
JESSIE NIX	FOUNDATION PRESIDENT	2.00	Officer Director	$0	$0	$0
ROGER GILLELAND	POINT WEST ROTARY PRESIDENT	2.00	Officer Director	$0	$0	$0
MARIA O'NEIL	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
DAVID BLACK	TREASURER	2.00	Officer Director	$0	$0	$0
BETH SCHATZ	SECRETARY	1.00	Officer Director	$0	$0	$0
TIM MALIPAARD	TRUSTEE	1.00	Director	$0	$0	$0
DON RHODES	TRUSTEE	1.00	Director	$0	$0	$0
JOHN CASELLI	TRUSTEE	1.00	Director	$0	$0	$0
DEAN WILKIE	TRUSTEE	1.00	Director	$0	$0	$0
JIM HARE	TRUSTEE	1.00	Director	$0	$0	$0
SAMANTHA HOSHIDA	TRUSTEE	1.00	Director	$0	$0	$0
RICH PRICE	TRUSTEE	1.00	Director	$0	$0	$0
BEA MAUER	TRUSTEE	1.00	Director	$0	$0	$0
JOHN PRICE	TRUSTEE	1.00	Director	$0	$0	$0
MIKE CENDRO	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	No data	No data	No data	No data
2024	$289,512	$229,436	$1,754,920	$60,076
2023	$285,688	$235,954	$1,580,852	$49,734
2022	$401,455	$217,556	$1,464,941	$183,899
2021	$229,332	$166,031	$1,599,827	$63,301
2020	$207,364	$202,259	$1,235,329	$5,105
2019	$302,102	$271,802	$1,334,107	$30,300
2018	$310,142	$228,870	$1,301,951	$81,272

POINT WEST ROTARY CLUB FOUNDATION