Rotary Club of North Fresno Endowment Fund (EIN 946106009) - 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

1984

Legal Domicile

Phone

5594384374

Tax Period

2022-07-01 to 2023-06-30

Rotary Club of North Fresno Endowment Fund, founded in 1984, is a micro nonprofit in the Community Improvement sector that reported $74K in total revenue in fiscal year 2022. Revenue surged 90% from the prior year, signaling strong growth momentum. The organization ran a surplus of $53K, a strong 72% operating margin.

Mission

Promotion of the welfare of humanity in all its aspects, and the monies may be used, within the sound discretion of the Directors for any charitable project or purpose

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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 (2022)

Revenue Breakdown

Contributions & Grants $27,850

Program Service Revenue $0

Investment Income $46,097

Other Revenue $0

TOTAL REVENUE $73,947

Expense Breakdown

Grants Paid $12,900

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $12,900

Other Expenses $7,858

TOTAL EXPENSES $20,758

Year-over-Year Comparison

	2022	2021	Change
Revenue	$73,947	$38,932	+0.9%
Expenses	$20,758	$151,210	-0.9%
Net Income	$53,189	$-112,278	-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

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
Tim Hensleit	President	Officer Director	$0	$0	$0
Pat Bradley	Vice President	Officer Director	$0	$0	$0
Laura Ward	Secretary	Officer Director	$0	$0	$0
Yvonne Sanchez	Director	Director	$0	$0	$0
Neal Howard	Director	Director	$0	$0	$0
Bruce Harr	Director	Director	$0	$0	$0
Nick Grim	Director	Director	$0	$0	$0
Richard Lord	Director	Director	$0	$0	$0
Josh Giosa	Treasurer	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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$73,947	$20,758	$1,121,411	$53,189
2022	$38,932	$151,210	$1,068,222	$-112,278
2021	$155,159	$102,106	$1,180,499	$53,053
2020	$53,169	$27,184	$1,128,946	$25,985
2019	$83,097	$19,427	$1,101,461	$63,670

Rotary Club of North Fresno Endowment Fund