Rotary Club of Rancho Bernardo Sunrise (EIN 330318714) - 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

1988

Legal Domicile

Principal Officer

Kim Varey

Phone

8584498665

Tax Period

2024-07-01 to 2025-06-30

Rotary Club of Rancho Bernardo Sunrise, founded in 1988, is a small nonprofit that reported $143K in total revenue in fiscal year 2024. Expenses of $133K left a modest 7% surplus.

Mission

Assists local and domestic charities with manual labor as well as monetary support to make a better life for all involved

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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 $162,466

Program Service Revenue $0

Investment Income $39

Other Revenue $-19,708

TOTAL REVENUE $142,797

Expense Breakdown

Grants Paid $110,377

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $22,991

TOTAL EXPENSES $133,368

Year-over-Year Comparison

	2024	2023	Change
Revenue	$142,797	$142,503	+0.0%
Expenses	$133,368	$150,212	-0.1%
Net Income	$9,429	$-7,709	-2.2%

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	Hours/Week	Role	Reportable Comp	Other Comp	Total
JEAN LARSEN	President Elect	5.00	Director	$0	$0	$0
RICHARD KANCYLARYSTA	Sergeant at Arms	5.00	Director	$0	$0	$0
JON SHEA	Club Services	5.00	Director	$0	$0	$0
RON BAS	Club Administration	5.00	Director	$0	$0	$0
ELIZABETH ENGELBERG	Community Service	5.00	Director	$0	$0	$0
KIM MUSLUSKY	International Services	5.00	Director	$0	$0	$0
JON SHEA	Vocational Services	5.00	Director	$0	$0	$0
SCOTT BRAMWELL	Youth Services	5.00	Director	$0	$0	$0
KAREN MORTIMER	The Rotary Fdn	5.00	Director	$0	$0	$0
DAVID BREITWEISER	Membership	5.00	Director	$0	$0	$0
KIM VAREY	President	10.00	Officer	$0	$0	$0
MARK CROSBY	Executive Secretary	5.00	Officer	$0	$0	$0
CATHERINE DULANEY	Treasurer	20.00	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	$142,797	$133,368	$204,885	$9,429
2024	$142,503	$150,212	$192,967	$-7,709
2023	$157,339	$171,186	$200,956	$-13,847
2022	$157,868	$105,650	$214,871	$52,218

Rotary Club of Rancho Bernardo Sunrise