Rotary Club of Rancho Bernardo Sunrise

EIN: 330318714

San Diego, CA

Total Revenue
$142,797
Total Expenses
$133,368
Total Assets
$204,885
Net Assets
$201,717
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1988
Legal Domicile
CA
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 charites with manual labor as well as monetary support to make a better life for all involved.

Program Service Accomplishments

Program 1

YMCA of San Diego County - Support numerous youth programs the YMCA of San Diego County offers, including youth development, healthy living, and social responsibility. These programs support healthy...

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YMCA of San Diego County - Support numerous youth programs the YMCA of San Diego County offers, including youth development, healthy living, and social responsibility. These programs support healthy development from childhood through adolescence, encompass child care, education and leadership development, swim, sports and play, and camp experiences.

Program 2

Anvil of Hopes mission is to strengthen the San Diego community by providing assistance to those who are from low income families, temporarily facing economic hardships and at risk of becoming...

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Anvil of Hopes mission is to strengthen the San Diego community by providing assistance to those who are from low income families, temporarily facing economic hardships and at risk of becoming homeless. Offers a variety of services to include training, apprenticeship and mentoring programs.

Program 3

Oasis Haven USA is a non-profit organization bringing the love, care, and promise of family to orphaned and vulnerable children by placing abandoned children into adoptive families in Johannesburg...

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Oasis Haven USA is a non-profit organization bringing the love, care, and promise of family to orphaned and vulnerable children by placing abandoned children into adoptive families in Johannesburg, South Africa. There are two Family Homes in Robin Hills, Johannesburg with the capacity for 10 children in each home. The longer term ambition is to train families, communities, churches and other organizations in the Family Home Care Model, so that together they can effectively provide quality family care to the vast quantity of children who have no family.

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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%)

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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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Governance

Voting Members
13
Independent Members
13
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
3
$0
Total Directors
10
$0
Key Employees
0
$0
Highest Compensated
0
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
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