WESTERVILLE SUNRISE ROTARY FOUNDATION (EIN 311481931) - 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

1995

Legal Domicile

Principal Officer

BOB GIBSON

Phone

6149017100

Tax Period

2024-07-01 to 2025-06-30

WESTERVILLE SUNRISE ROTARY FOUNDATION, founded in 1995, is a small nonprofit in the Education sector that reported $101K in total revenue in fiscal year 2024. Revenue decreased 18% compared to the prior year. Expenses of $163K exceeded revenue, resulting in a 61% operating deficit.

Mission

COMMUNITY SERVICE IN OUR LOCALITY AND THROUGHOUT THE UNITED STATES IS OUR PRIMARY FOCUS AND WE ALSO SUPPORT ROTARY INTERNATIONAL AND THEIR DESIGNATED CHARITABLE AGENCIES. THE ROTARY FOUNDATION OF WESTERVILLE SUNRISE BENEFITS PROJECTS AND CHARITIES THAT SUPPORT CHILDREN, YOUTH, VETERAN, HOMELESS, ETC.

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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 $10,399

Program Service Revenue $53,231

Investment Income $0

Other Revenue $37,413

TOTAL REVENUE $101,043

Expense Breakdown

Grants Paid $77,215

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $161,238

Other Expenses $85,638

TOTAL EXPENSES $162,853

Year-over-Year Comparison

	2024	2023	Change
Revenue	$101,043	$122,969	-0.2%
Expenses	$162,853	$166,480	0.0%
Net Income	$-61,810	$-43,511	+0.4%

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
BOB GIBSON	PRESIDENT	2.00	Officer Director	$0	$0	$0
JOHN KELLOGG	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
GREG RUBAN	TREASURER	5.00	Officer Director	$0	$0	$0
CHRIS MONACELLI	SECRETARY	2.00	Officer Director	$0	$0	$0
JIMMY HOBEN	BOARD MEMBER	1.00	Director	$0	$0	$0
LEIGH HOLLINS	BOARD MEMBER	1.00	Director	$0	$0	$0
KIP FETCHERO	BOARD MEMBER	1.00	Director	$0	$0	$0
JIM CALDWELL	CLUB LIASON	1.00	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	$101,043	$162,853	$440,978	$-61,810
2024	No data	No data	No data	No data
2023	$114,203	$122,303	$460,906	$-8,100
2022	$128,868	$171,872	$445,473	$-43,004
2021	$115,027	$93,644	$547,452	$21,383
2020	$146,152	$161,817	$455,691	$-15,665
2018	$248,924	$220,286	$426,061	$28,638

WESTERVILLE SUNRISE ROTARY FOUNDATION