STILLWATER SUNRISE ROTARY CLUB (EIN 061385267) - 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

2007

Legal Domicile

Principal Officer

ROGER RUETTEN

Phone

6514302058

Tax Period

2021-07-01 to 2022-06-30

STILLWATER SUNRISE ROTARY CLUB, founded in 2007, is a small nonprofit that reported $121K in total revenue in fiscal year 2021. Revenue surged 74% from the prior year, signaling strong growth momentum. Expenses of $117K left a modest 3% surplus.

Mission

STILLWATER SUNRISE ROTARY IS COMMITTED TO SERVICE BOTH LOCALLY AND INTERNATIONALLY. AS AN ORGANIZATION, WE TAKE ACTION TO CREATE LASTING CHANGE ACROSS THE GLOB AND IN OUR COMMUNITIES. WE ARE INVOLVED IN HUMANITARIAN GLOBAL AND DISTRICT GRANTS TO LIFT COMMUNITIES AND INDIVIDUALS SO THEY CAN EXPERIENCE BETTER LIVES.

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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 (2021)

Revenue Breakdown

Contributions & Grants $112,594

Program Service Revenue $0

Investment Income $748

Other Revenue $7,636

TOTAL REVENUE $120,978

Expense Breakdown

Grants Paid $65,360

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $80,912

Other Expenses $51,910

TOTAL EXPENSES $117,270

Year-over-Year Comparison

	2021	2020	Change
Revenue	$120,978	$69,391	+0.7%
Expenses	$117,270	$52,469	+1.2%
Net Income	$3,708	$16,922	-0.8%

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

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
ROGER RUETTEN	TREASURER	2	Officer	$0	$0	$0
WENDY HECK	PRESIDENT	3	Officer	$0	$0	$0
RICK HEIDICK	PRESIDENT ELECT	1	Officer	$0	$0	$0
ED BOEVE	PAST PRESIDENT	1	Officer	$0	$0	$0
SARA LETOURNEAU	MEMBERSHIP	1	Officer	$0	$0	$0
LONNY STORMO	FOUNDATION	1	Officer	$0	$0	$0
MARK FISHER	PUBLIC IMAGE	1	Officer	$0	$0	$0
KRIS BOWDITCH	YOUTH EXCHANGE	1	Officer	$0	$0	$0
ELI GREINER-QUIETT	MEMBER AT LARGE	1	Officer	$0	$0	$0
JEANNE MATLOCK	MEMBER AT LARGE	1	Officer	$0	$0	$0
NANCY LYNER	MEMBER AT LARGE	1	Officer	$0	$0	$0
BARBARA TISCHART	SECRETARY	2	Officer	$0	$0	$0
RICK ROBBINS	SARGENT AT ARMS	1	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	No data	No data	No data	No data
2022	$120,978	$117,270	$172,782	$3,708

STILLWATER SUNRISE ROTARY CLUB