BOULDER CITY SUNRISE ROTARY FOUNDATION (EIN 203507184) - 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

Legal Domicile

Principal Officer

ERIC ESTES

Phone

7022940427

Tax Period

2024-07-01 to 2025-06-30

BOULDER CITY SUNRISE ROTARY FOUNDATION is a small nonprofit in the Community Improvement sector that reported $102K in total revenue in fiscal year 2024. Revenue grew 8% year-over-year, indicating healthy expansion. The organization ran a surplus of $57K, a strong 55% operating margin.

Mission

EDUCATIONAL ACTIVITIES FOR THE BOULDER CITY COMMUNITY

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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 $93,082

Program Service Revenue $0

Investment Income $9,294

Other Revenue $0

TOTAL REVENUE $102,376

Expense Breakdown

Grants Paid $17,085

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $45,860

Other Expenses $28,775

TOTAL EXPENSES $45,860

Year-over-Year Comparison

	2024	2023	Change
Revenue	$102,376	$94,773	+0.1%
Expenses	$45,860	$174,585	-0.7%
Net Income	$56,516	$-79,812	-1.7%

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
AMY CARVALHO	DIRECTOR	2.00	Officer Director	$0	$0	$0
ERIC ESTES	TREASURER	2.00	Officer Director	$0	$0	$0
ROBERT MERRILL	PRESIDENT	2.00	Officer Director	$0	$0	$0
DONNA SAUNDERS	SECRETARY	2.00	Officer 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	$102,376	$45,860	$358,592	$56,516
2024	$94,773	$174,585	$302,076	$-79,812
2023	$211,830	$175,196	$381,888	$36,634

BOULDER CITY SUNRISE ROTARY FOUNDATION