ROTARY CLUB OF BIRMINGHAM - SUNRISE FOUNDATION (EIN 050567476) - Form 990 Financial Analysis & Trantor Score

🔒

Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2003

Legal Domicile

Principal Officer

DAVID DOWD

Phone

2054585293

Tax Period

2023-07-01 to 2024-06-30

SUNRISE ROTARY CLUB BIRMINGHAM - FOUNDATION, founded in 2004, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $51K in total revenue in fiscal year 2018. Revenue fell 77% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $37K, a strong 73% operating margin.

Mission

COMMUNITY SERVICE AND SOCIAL WELFARE

🔒

Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $30,214

Program Service Revenue $0

Investment Income $6,537

Other Revenue $26,060

TOTAL REVENUE $62,811

Expense Breakdown

Grants Paid $32,558

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $32,558

Other Expenses $2,422

TOTAL EXPENSES $34,980

Year-over-Year Comparison

	2023	2022	Change
Revenue	$62,811	$91,311	-0.3%
Expenses	$34,980	$143,264	-0.8%
Net Income	$27,831	$-51,953	-1.5%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

100

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
DAVID DOWD	PRESIDENT	1.00	Officer Director	$0	$0	$0
DEBORAH MCGILL SMITH	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
JIM RICHARDSON	TREASURER	1.00	Officer Director	$0	$0	$0
ANN GULLEDGE	SECRETARY	1.00	Officer Director	$0	$0	$0
MABRY SMITH	DIRECTOR	1.00	Director	$0	$0	$0
CLINTON SMITH	DIRECTOR	1.00	Director	$0	$0	$0
NORMAN JETMUNDSEN	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	$62,811	$34,980	$271,883	$27,831
2023	$91,311	$143,264	$233,739	$-51,953
2022	$388,394	$344,057	$277,865	$44,337
2021	$48,344	$45,543	$284,515	$2,801
2020	$22,174	$32,381	$231,452	$-10,207
2019	$51,099	$13,668	$241,924	$37,431

ROTARY CLUB OF BIRMINGHAM - SUNRISE FOUNDATION