SOROPTIMIST INTERNATIONAL OF SANTA ROSA (EIN 946131735) - 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

1945

Legal Domicile

Tax Period

2024-07-01 to 2025-06-30

SOROPTIMIST INTERNATIONAL OF SANTA ROSA, founded in 1945, is a micro nonprofit in the Crime & Legal sector that reported $64K in total revenue in fiscal year 2024. Revenue surged 30% from the prior year, signaling strong growth momentum. Expenses of $134K exceeded revenue, resulting in a 110% operating deficit.

Mission

RAISE STATUS AND IMPROVE LIVES OF WOMEN AND GIRLS

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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 $19,092

Program Service Revenue $0

Investment Income $44,763

Other Revenue $0

TOTAL REVENUE $63,855

Expense Breakdown

Grants Paid $99,550

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $134,137

Other Expenses $34,587

TOTAL EXPENSES $134,137

Year-over-Year Comparison

	2024	2023	Change
Revenue	$63,855	$49,148	+0.3%
Expenses	$134,137	$74,471	+0.8%
Net Income	$-70,282	$-25,323	+1.8%

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

N/A

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
HELEN SAGER	PRESIDENT	6.00	Officer	$0	$0	$0
BARBARA YOUNG	SECRETARY	6.00	Officer	$0	$0	$0
KARI JOLY ESTILL	TREASURER	10.00	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	$63,855	$134,137	$1,185,938	$-70,282
2024	$49,148	$74,471	$1,195,270	$-25,323
2023	$36,583	$94,234	$1,243,160	$-57,651
2022	$41,619	$71,750	$1,300,811	$-30,131
2020	$41,865	$27,803	$917,093	$14,062
2019	$62,763	$59,816	$995,058	$2,947
2018	$29,291	$58,265	$992,111	$-28,974

SOROPTIMIST INTERNATIONAL OF SANTA ROSA