SANTA BARBARA ROTARY CHARITABLE FOUNDATION (EIN 956060206) - 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

1960

Legal Domicile

Principal Officer

ROBERT FATCH

Phone

8056989947

Tax Period

2023-07-01 to 2024-06-30

SANTA BARBARA ROTARY CHARITABLE FOUNDATION, founded in 1960, is a small nonprofit in the Community Improvement sector that reported $116K in total revenue in fiscal year 2023. Revenue surged 146% from the prior year, signaling strong growth momentum. The organization ran a surplus of $72K, a strong 62% operating margin.

Mission

TO OBTAIN & PROVIDE FUNDS EXCLUSIVELY FOR CHARITABLE, SCIENTIFIC, AND EDUCATIONAL PURPOSES, & TO RECEIVE GIFTS & GRANTS OF MONEY & PROPERTY OF EVERY KIND & TO ADMINISTER THE SAME EXCLUSIVELY FOR CHARITABLE, SCIENTIFIC, LITERARY, OR EDUCATIONAL PURPOSES.

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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 (2023)

Revenue Breakdown

Contributions & Grants $20,078

Program Service Revenue $0

Investment Income $94,859

Other Revenue $1,375

TOTAL REVENUE $116,312

Expense Breakdown

Grants Paid $43,004

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $43,004

Other Expenses $1,480

TOTAL EXPENSES $44,484

Year-over-Year Comparison

	2023	2022	Change
Revenue	$116,312	$47,205	+1.5%
Expenses	$44,484	$50,259	-0.1%
Net Income	$71,828	$-3,054	-24.5%

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

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
JENNIFER LEMERT	Ex Officio Rep	1.00	Director	$0	$0	$0
KATHLEEN BLAKE	Secretary	2.00	Officer Director	$0	$0	$0
ROBERT FATCH	President	4.00	Officer Director	$0	$0	$0
ANDREW HICKS	Vice President	4.00	Officer Director	$0	$0	$0
JAMES STRETCHBERRY	Director	1.00	Director	$0	$0	$0
DONALD JACK	Treasurer	4.00	Officer Director	$0	$0	$0
ARUNI BOTEJU	Director	1.00	Director	$0	$0	$0
VAN DO-REYNOSO	Director	1.00	Director	$0	$0	$0
DAVID SHEA	Director	1.00	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	No data	No data	No data	No data
2024	$116,312	$44,484	$740,483	$71,828
2023	$47,205	$50,259	$668,555	$-3,054
2022	$85,279	$49,197	$628,378	$36,082
2021	$63,618	$47,440	$740,228	$16,178
2020	$72,148	$54,688	$564,170	$17,460
2019	$87,933	$50,282	$589,993	$37,651
2018	$68,955	$51,521	$589,295	$17,434

SANTA BARBARA ROTARY CHARITABLE FOUNDATION