OAKDALE SUNRISE ROTARY FOUNDATION (EIN 262840311) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

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

2013

Legal Domicile

Principal Officer

WILLIAM MORRIS

Phone

2095568059

Tax Period

2019-01-01 to 2019-12-31

OAKDALE SUNRISE ROTARY FOUNDATION, founded in 2013, is a micro nonprofit in the Community Improvement sector that reported $52K in total revenue in fiscal year 2019. Revenue decreased 13% compared to the prior year. Expenses of $57K exceeded revenue, resulting in a 10% operating deficit.

Mission

THE OAKDALE SUNRISE ROTARY FOUNDATION IS FORMED FOR THE PURPOSE OF FACILITATING TAX-FREE FUNDRAISING AND DISBURSEMENT OF FUNDS FOR EXCLUSIVELY CHARITABLE PURPOSES. OAKDALE SUNRISE ROTARY FOUNDATIONS CARRIES ON NO OPERATIONS OTHER THAN TO RECEIVE CONRIBUTIONS AND INCIDENTAL INVESTMENT INCOME AND TO MAKE DISTRIBUTIONS OF INCOME TO SUCH EXEMEPT ORGAIZAITONS AT PERODICLE INTERVALS. THE ORGANIZATON DOES NOT ACCUMULATE IS INVESTMENT INCOME .

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2019)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $51,841

Investment Income $0

Other Revenue $0

TOTAL REVENUE $51,841

Expense Breakdown

Grants Paid $18,641

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $56,182

Other Expenses $38,536

TOTAL EXPENSES $57,177

Year-over-Year Comparison

	2019	2018	Change
Revenue	$51,841	$59,390	-0.1%
Expenses	$57,177	$66,084	-0.1%
Net Income	$-5,336	$-6,694	-0.2%

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

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
KEN COSNER	PRESIDENT	N/A	Officer	$0	$0	$0
JOHN MACHADO	SECRETARY	N/A	Officer	$0	$0	$0
WILLIAM MORRIS	TREASURER	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
2019	$51,841	$57,177	$17,339	$-5,336
2018	$59,390	$66,084	$22,675	$-6,694

OAKDALE SUNRISE ROTARY FOUNDATION