ROTARY CLUB OF SAN JOSE FOUNDATION

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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

1946

Legal Domicile

Principal Officer

LESLEE HAMILTON

Phone

4082976100

Tax Period

2024-07-01 to 2025-06-30

ROTARY CLUB OF SAN JOSE FOUNDATION, founded in 1946, is a small nonprofit that reported $990K in total revenue in fiscal year 2024. Revenue decreased 8% compared to the prior year. Expenses of $1.1M exceeded revenue, resulting in a 11% operating deficit.

Mission

THE PRIMARY PURPOSE OF THE FOUNDATION IS TO PARTICIPATE IN COMMUNITY SERVICE AND PHILANTHROPY. THE FOUNDATION MAKES GRANTS TO AID YOUTH AND TO ASSIST IN COMMUNITY AND INTERNATIONAL SERVICE. THE PRIORITY OF THE FUNDING IS TO SUPPORT LOCAL AND COMMUNITY ORGANIZATIONS. THE FOUNDATION ALSO SPONSORS PROJECTS AND IDENTIFIABLE CAPITAL PURCHASES. GENERALLY, GRANTS ARE GIVEN FOR OPERATING EXPENSES, OFFICE AND ADMINISTRATIVE EXPENSES, THE PURCHASE OF REAL ESTATE, CONTRIBUTIONS TO A "GENERAL FUND OR "CAMPAIGN", OR TO AN INDIVIDUAL.

Program Service Accomplishments

Program 1

Expenses: $867,257

GRANTS & PROJECTS: THE FOUNDATION MAKES SMALL CAPITAL GRANTS TO ASSIST LOCAL COMMUNITY NONPROFITS, DISASTER RELIEF EFFORTS, AND INTERNATIONAL SERVICE ORGANIZATIONS. THE MAJORITY OF FUNDING SUPPORTS LOCAL COMMUNITY ORGANIZATIONS. FOR EXAMPLE, SEVERAL ORGANIZATIONS RECEIVED GRANTS FOR COMPUTERS, WHICH FACILITATED THE COVID-INDUCED NEED TO WORK FROM HOME. OUR MEMBERS WERE INVOLVED IN PROJECTS IN VIETNAM, EL SALVADOR, TANZANIA, AND OTHER COUNTRIES. THE FOUNDATION ALSO SPONSORS PROJECTS AND IDENTIFIABLE CAPITAL PURCHASES.

Program 2

Expenses: $94,876

ROTARY INTERNATIONAL SERVICES: ROTARY INTERNATIONAL IS COMMITTED TO THE CONCEPT OF WORLD PEACE AND UNDERSTANDING. WITH THIS COMMITMENT IN MIND, THE ROTARY CLUB OF SAN JOSE LOOKS TO PROVIDE SERVICES OUTSIDE THE UNITED STATES TO HELP COMMUNITIES ABROAD AND TO ELIMINATE POLIO AROUND THE WORLD.

Program 3

Expenses: $61,013 Revenue: $3,395

ROTARY'S FIREWORKS COMMITTEE PARTNERED WITH THE SAN JOSE GIANTS TO PROVIDE A FIREWORKS SHOW AND CONCERT ON JULY 3 AND 4. THERE WAS A FREE VIEWING AREA ADJACENT TO THE STADIUM, AND 250 TICKETS WERE...

ROTARY'S FIREWORKS COMMITTEE PARTNERED WITH THE SAN JOSE GIANTS TO PROVIDE A FIREWORKS SHOW AND CONCERT ON JULY 3 AND 4. THERE WAS A FREE VIEWING AREA ADJACENT TO THE STADIUM, AND 250 TICKETS WERE DISTRIBUTED TO COMMUNITY MEMBERS TO ATTEND THE CONCERT.

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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 $712,206

Program Service Revenue $0

Investment Income $350,572

Other Revenue $-72,506

TOTAL REVENUE $990,272

Expense Breakdown

Grants Paid $514,695

Salaries & Benefits $0

Fundraising Expenses $1,318

Program Expenses $1,023,146

Other Expenses $580,585

TOTAL EXPENSES $1,095,280

Year-over-Year Comparison

	2024	2023	Change
Revenue	$990,272	$1,073,888	-0.1%
Expenses	$1,095,280	$1,086,229	+0.0%
Net Income	$-105,008	$-12,341	+7.5%

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

200

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

$151,042

Total Directors