LEMON BAY SUNRISE ROTARY COMMUNITY TRUST (EIN 316666463) - 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

1992

Principal Officer

DAVE WAMPLER

Phone

9414757937

Tax Period

2021-01-01 to 2021-12-31

LEMON BAY SUNRISE ROTARY COMMUNITY TRUST, founded in 1992, is a micro nonprofit in the Education sector that reported $28K in total revenue in fiscal year 2021. Revenue fell 148% from the prior year — a significant decline worth monitoring.

Mission

SERVICE OF THE YOUTH OF THE ENGLEWOOD, FL AREA

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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 (2021)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $6,052

Other Revenue $-34,157

TOTAL REVENUE $-28,105

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $3,186

TOTAL EXPENSES $3,186

Year-over-Year Comparison

	2021	2020	Change
Revenue	$-28,105	$58,823	-1.5%
Expenses	$3,186	$2,441	+0.3%
Net Income	$-31,291	$56,382	-1.6%

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
MARK ANDERSON	DIRECTOR	4.00	Director	$0	$0	$0
BRIAN BAKSA	DIRECTOR	4.00	Director	$0	$0	$0
JAMES BRUNS	DIRECTOR	4.00	Director	$0	$0	$0
DAVE CAMPO	DIRECTOR	4.00	Director	$0	$0	$0
JOSEPH CHIRILLO	DIRECTOR	4.00	Director	$0	$0	$0
ERIC HOWES	SECRETARY	4.00	Director	$0	$0	$0
DOUG IZZO	DIRECTOR	4.00	Director	$0	$0	$0
BILLY KIMBERLIN	DIRECTOR	4.00	Director	$0	$0	$0
KREG MAHEU	DIRECTOR	4.00	Director	$0	$0	$0
JOE MCCARTHY	DIRECTOR	4.00	Director	$0	$0	$0
CRAIG NODEN	DIRECTOR	4.00	Director	$0	$0	$0
MAURICE PRICE	DIRECTOR	4.00	Director	$0	$0	$0
JAMES SCOTT	DIRECTOR	4.00	Director	$0	$0	$0
JAMES SORAVILLA	DIRECTOR	4.00	Director	$0	$0	$0
WILLIAM STIVER	DIRECTOR	4.00	Director	$0	$0	$0
ROBERT VETTER	DIRECTOR	4.00	Director	$0	$0	$0
DENNIS GUZIK	TREASURER	4.00	Officer	$0	$0	$0
DAVE WAMPLER	PRESIDENT	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
2024	No data	No data	No data	No data
2021	$-28,105	$3,186	$571,351	$-31,291
2020	$58,823	$2,441	$540,247	$56,382
2019	$41,178	$243	$470,010	$40,935
2018	$108,567	$47,698	$429,075	$60,869

LEMON BAY SUNRISE ROTARY COMMUNITY TRUST