Sunrise Rotary Foundation of Key W… - Form 990 Financial Data

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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

Brad Lutz

Phone

3052962639

Tax Period

2023-07-01 to 2024-06-30

Sunrise Rotary Foundation of Key West Inc, founded in 1995, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $81K in total revenue in fiscal year 2023. The organization ran a surplus of $66K, a strong 82% operating margin.

Mission

Organization contributes to various educational programs and college scholarships.

Program Service Accomplishments

Program 1

Expenses: $42,500

Contributions to various community outreach programs as need arises.

Program 2

Expenses: $53,806

Contributions to Club for community outreach programs as needed.

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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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $26,304

Other Revenue $54,403

TOTAL REVENUE $80,707

Expense Breakdown

Grants Paid $96,306

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $96,306

Other Expenses $-81,555

TOTAL EXPENSES $14,751

Year-over-Year Comparison

	2023	2022	Change
Revenue	$80,707	$75,696	+0.1%
Expenses	$14,751	$-3,741	-4.9%
Net Income	$65,956	$79,437	-0.2%

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	Role	Reportable Comp	Other Comp	Total
Jim Scholl	Director	Director	$0	$0	$0
Greg Sullivan	Director	Director	$0	$0	$0
Elizabeth MacLaughlin	Director	Director	$0	$0	$0
Tevis Wericoff	Director	Director	$0	$0	$0
George Wallace	Director	Director	$0	$0	$0
Brad Lutz	Treasurer	Officer	$0	$0	$0
Juanita Rodriguez	President	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
2024	$80,707	$14,751	$886,593	$65,956
2023	$75,696	$-3,741	$820,637	$79,437
2022	$111,081	$271,628	$743,754	$-160,547
2021	$239,529	$83,865	$907,972	$155,664
2020	$44,970	$97,818	$746,083	$-52,848
2019	$101,119	$93,107	$798,931	$8,012

Sunrise Rotary Foundation of Key West Inc