SUNRISE ROTARY CLUB OF HEALDSBURG FOUNDATION (EIN 320433206) - 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

2014

Legal Domicile

Tax Period

2023-07-01 to 2024-06-30

SUNRISE ROTARY CLUB OF HEALDSBURG FOUNDATION, founded in 2014, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $302K in total revenue in fiscal year 2023. The organization ran a surplus of $219K, a strong 73% operating margin.

Mission

PROMOTE THE SOCIAL WELFARE OF THE COMMUNITY THROUGH A VARIETY OF SERVICE PROJECTS

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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 $302,001

Program Service Revenue $0

Investment Income $21

Other Revenue $0

TOTAL REVENUE $302,022

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $50,965

Program Expenses $30,830

Other Expenses $83,021

TOTAL EXPENSES $83,021

Year-over-Year Comparison

	2023	2022	Change
Revenue	$302,022	N/A	N/A
Expenses	$83,021	N/A	N/A
Net Income	$219,001	N/A	N/A

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
DIANE BUCHER	SECRETARY	2.00	Director	$0	$0	$0
MANUEL RAMOS	MEMBERSHIP COMMITTEE CHAIRMAN	2.00	Director	$0	$0	$0
GEORGE DUTTON	MEMBER AT LARGE	2.00	Director	$0	$0	$0
BERT TERRERI	PRESIDENT	2.00	Officer	$0	$0	$0
NANCY PALUMBO	TREASURER	2.00	Officer	$0	$0	$0
DOUG PIKE	SEGARANT OF ARMS	2.00	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	$302,022	$83,021	$910,536	$219,001
2023	$216,956	$57,492	$702,117	$159,464
2022	$147,853	$63,689	$559,103	$84,164

SUNRISE ROTARY CLUB OF HEALDSBURG FOUNDATION