LIVINGSTON SUNRISE ROTARY FOUNDATION (EIN 202455281) - 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

2005

Legal Domicile

Principal Officer

JAMES GILMORE

Phone

8106233042

Tax Period

2024-10-01 to 2025-09-30

LIVINGSTON SUNRISE ROTARY FOUNDATION, founded in 2005, is a small nonprofit in the Education sector that reported $197K in total revenue in fiscal year 2024. The organization ran a surplus of $98K, a strong 50% operating margin.

Mission

THE MISSION OF OUR FOUNDATION IS TO ENABLE ROTARIANS AND FRIENDS OF THE FOUNDATION TO ADVANCE UNDERSTANDING, GOODWILL AND PEACE THROUGH THE IMPROVEMENTS OF HEALTH, THE SUPPORT OF EDUCATION AND THE ALLEVIATION OF POVERTY.

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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 $126,541

Program Service Revenue $0

Investment Income $5,028

Other Revenue $65,215

TOTAL REVENUE $196,784

Expense Breakdown

Grants Paid $51,654

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $91,574

Other Expenses $46,961

TOTAL EXPENSES $98,615

Year-over-Year Comparison

	2024	2023	Change
Revenue	$196,784	$187,302	+0.1%
Expenses	$98,615	$252,617	-0.6%
Net Income	$98,169	$-65,315	-2.5%

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

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
JENNIFER NASH	TREASURER	N/A	Officer	$0	$0	$0
STEVE GRONOW	DIRECTOR	N/A	Director	$0	$0	$0
THOMAS ARCHER	DIRECTOR	N/A	Director	$0	$0	$0
GEORGE WATTS	VICE PRESIDE	N/A	Officer	$0	$0	$0
CONNIE CONKLIN	ASSISTANT TR	N/A	Officer	$0	$0	$0
MICHAEL HUBERT	DIRECTOR	N/A	Director	$0	$0	$0
JAMES GILMORE	PRESIDENT	N/A	Officer	$0	$0	$0
CAROLYN HENRY	SECRETARY	N/A	Officer	$0	$0	$0
DAN BAIN	ASSISTANT SE	N/A	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	$196,784	$98,615	$381,454	$98,169
2024	$187,302	$252,617	$283,285	$-65,315
2023	$287,082	$136,961	$348,600	$150,121
2022	$246,096	$123,865	$198,479	$122,231

LIVINGSTON SUNRISE ROTARY FOUNDATION