ROTARY CLUB OF BIRMINGHAM - SUNRIS… - Form 990 Financial Data

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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

2003

Legal Domicile

Principal Officer

DAVID DOWD

Phone

2054585293

Tax Period

2023-07-01 to 2024-06-30

ROTARY CLUB OF BIRMINGHAM - SUNRISE FOUNDATION, founded in 2003, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $63K in total revenue in fiscal year 2023. Revenue fell 31% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $28K, a strong 44% operating margin.

Mission

COMMUNITY SERVICE AND SOCIAL WELFARE

Program Service Accomplishments

Program 1

Expenses: $25,076

EDUCATIONAL PROGRAMS AND CHILDREN'S LITERACY SUPPORT AND FINANCIAL SUPPORT TO OTHER LOCAL CHARITABLE ORGANIZATIONS.

Program 2

Expenses: $7,482

IMPROVEMENTS TO THE LOCAL ROTARY TRAIL TO FURTHER COMMUNITY INVOLVEMENT AND ENCOURAGE SAFE WALKING AND BIKING INFRASTRUCTURE.

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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 $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

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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

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