ROTARY CLUB OF SAN JOSE FOUNDATION (EIN 946112270) - 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

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

MAKE CONTRIBUTIONS AND GRANTS TO LOCAL AND COMMUNITY NON-PROFIT ORGANIZATIONS.

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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

$151,042

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
AUDREY FOX	PRESIDENT	3.00	Officer Director	$0	$0	$0
GINGER SOTELO	VICE PRESIDENT, FINANCE	3.00	Officer Director	$0	$0	$0
SCOTT PAINE	VICE PRESIDENT, GRANTS	3.00	Officer Director	$0	$0	$0
LESLEE HAMILTON	SECRETARY, EXECUTIVE DIREC	20.00	Officer Director	$0	$16,042	$151,042
MATT BRAKER	TRUSTEE	2.00	Director	$0	$0	$0
CHRISTINE BURROUGHS	TRUSTEE	2.00	Director	$0	$0	$0
JAIME CHAVEZ	TRUSTEE	2.00	Director	$0	$0	$0
DAVID DAVIS	TRUSTEE	2.00	Director	$0	$0	$0
SHISHIR DOCTOR	TRUSTEE	2.00	Director	$0	$0	$0
ALFREDA EGHAN	TRUSTEE	2.00	Director	$0	$0	$0
JANIKKE KLEM	TRUSTEE	3.00	Director	$0	$0	$0
DANIEL NEVIS	TRUSTEE	2.00	Director	$0	$0	$0
STEVE PROUTY	TRUSTEE	2.00	Director	$0	$0	$0
JASON STEIN	TRUSTEE	2.00	Director	$0	$0	$0
BRENDA SWINEY	TRUSTEE	2.00	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	$990,272	$1,095,280	$8,308,227	$-105,008
2024	$1,073,888	$1,086,229	$8,074,881	$-12,341
2023	$779,222	$654,938	$7,371,186	$124,284
2022	$879,523	$635,321	$6,813,541	$244,202
2021	$780,293	$670,665	$7,365,594	$109,628
2020	$670,857	$489,983	$6,249,532	$180,874
2019	$822,269	$639,851	$6,028,368	$182,418

ROTARY CLUB OF SAN JOSE FOUNDATION