NEWHALL ROTARY COMMUNITY FOUNDATION (EIN 953383657) - 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

1990

Legal Domicile

Principal Officer

TOM COLE

Phone

6612861040

Tax Period

2024-07-01 to 2025-06-30

NEWHALL ROTARY COMMUNITY FOUNDATION, founded in 1990, is a micro nonprofit in the Community Improvement sector that reported $14K in total revenue in fiscal year 2024. Revenue fell 64% from the prior year — a significant decline worth monitoring. Net assets of $552K represent 486 months of operating reserves.

Mission

SUPPORT LOCAL 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 $500

Program Service Revenue $0

Investment Income $13,114

Other Revenue $0

TOTAL REVENUE $13,614

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $13,250

Other Expenses $13,250

TOTAL EXPENSES $13,250

Year-over-Year Comparison

	2024	2023	Change
Revenue	$13,614	$37,787	-0.6%
Expenses	$13,250	$12,450	+0.1%
Net Income	$364	$25,337	-1.0%

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

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	Hours/Week	Role	Reportable Comp	Other Comp	Total
TOM COLE	President	1.00	Officer	$0	$0	$0
STEVE CORN	Vice President	1.00	Officer	$0	$0	$0
ROBERT STERN	Treasurer	1.00	Officer	$0	$0	$0
DAVID GOLDBERG	Secretary	1.00	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	$13,614	$13,250	$551,669	$364
2024	No data	No data	No data	No data

NEWHALL ROTARY COMMUNITY FOUNDATION