SAN FRANCISCO ROTARY FOUNDATION (EIN 946064219) - 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

1962

Legal Domicile

Principal Officer

EMILY BORLAND

Phone

4159565700

Tax Period

2024-07-01 to 2025-06-30

SAN FRANCISCO ROTARY FOUNDATION, founded in 1962, is a small nonprofit that reported $868K in total revenue in fiscal year 2024. Revenue surged 120% from the prior year, signaling strong growth momentum. The organization ran a surplus of $573K, a strong 66% operating margin.

Mission

MAKE CHARITABLE CONTRIBUTIONS ON BEHALF OF FOUNDATIONS DONORS

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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 $46,020

Program Service Revenue $0

Investment Income $822,262

Other Revenue $0

TOTAL REVENUE $868,282

Expense Breakdown

Grants Paid $233,102

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $233,102

Other Expenses $62,367

TOTAL EXPENSES $295,469

Year-over-Year Comparison

	2024	2023	Change
Revenue	$868,282	$394,999	+1.2%
Expenses	$295,469	$274,353	+0.1%
Net Income	$572,813	$120,646	+3.7%

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
EMILY BORLAND	TREASURER	3.00	Officer Director	$0	$0	$0
MARY LIU	DIRECTOR	1.00	Director	$0	$0	$0
JT FORBUS	DIRECTOR	1.00	Director	$0	$0	$0
GARY DALES	DIRECTOR	1.00	Director	$0	$0	$0
CHRISTOPHER WISEMAN	PRESIDENT	5.00	Officer Director	$0	$0	$0
ALISHA MARFATIA	DIRECTOR	1.00	Director	$0	$0	$0
SUNNY SINGH	DIRECTOR	1.00	Director	$0	$0	$0
ROBIN AZEVDO	VICE PRESIDENT	3.00	Officer Director	$0	$0	$0
BOB HERMANN	DIRECTOR	1.00	Director	$0	$0	$0
TOM BRUNNER	DIRECTOR	1.00	Director	$0	$0	$0
FRANK YOKE	SECRETARY	3.00	Officer Director	$0	$0	$0
STACEY POOLE	DIRECTOR	1.00	Director	$0	$0	$0
PETER LOGAN	DIRECTOR	1.00	Director	$0	$0	$0
LARRY BOOTH	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	$868,282	$295,469	$6,506,774	$572,813
2024	$394,999	$274,353	$6,014,479	$120,646
2023	$365,307	$250,858	$5,342,829	$114,449
2022	$507,545	$258,100	$4,844,650	$249,445
2021	$797,149	$226,276	$5,697,764	$570,873
2020	$392,456	$246,746	$4,545,637	$145,710
2019	$352,275	$176,274	$4,372,133	$176,001

SAN FRANCISCO ROTARY FOUNDATION