SUNRISE ROTARY CLUB CHARITABLE PROJECTS FOUNDATION OF LIBERTYVILLE (EIN 363684148) - 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

1999

Legal Domicile

Principal Officer

HOWARD JAFFE

Phone

8473677393

Tax Period

2024-07-01 to 2025-06-30

SUNRISE ROTARY CLUB CHARITABLE PROJECTS FOUNDATION OF LIBERTYVILLE, founded in 1999, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $169K in total revenue in fiscal year 2024. The organization ran a surplus of $153K, a strong 91% operating margin.

Mission

TO SUPPORT THE CHARITABLE WORK OF VARIOUS ORGANIZATIONS AND PROVIDE STUDENT SCHOLARSHIPS.

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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 $25,853

Program Service Revenue $0

Investment Income $2,381

Other Revenue $140,390

TOTAL REVENUE $168,624

Expense Breakdown

Grants Paid $12,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $12,000

Other Expenses $3,175

TOTAL EXPENSES $15,175

Year-over-Year Comparison

	2024	2023	Change
Revenue	$168,624	$165,770	+0.0%
Expenses	$15,175	$273,203	-0.9%
Net Income	$153,449	$-107,433	-2.4%

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

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
RICH BABJAK	DIRECTOR	0.50	Director	$0	$0	$0
HOWARD JAFFE	TREASURER	0.50	Officer Director	$0	$0	$0
BOB ZAMOR	SECRETARY	0.50	Officer Director	$0	$0	$0
RICH SCHOENEMANN	DIRECTOR	0.50	Director	$0	$0	$0
TOM GORE	DIRECTOR	0.50	Director	$0	$0	$0
JON ROBB	PRESIDENT	0.50	Officer Director	$0	$0	$0
SCOTT HEZNER	DIRECTOR	0.50	Director	$0	$0	$0
JOHN MCDONALD	DIRECTOR	0.50	Director	$0	$0	$0
WILLIAM TARANOWSKI	DIRECTOR	0.50	Director	$0	$0	$0
PATRICIA BLECK	DIRECTOR	0.50	Director	$0	$0	$0
ROBIN O'CONNER	DIRECTOR	0.50	Director	$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	$168,624	$15,175	$199,758	$153,449
2024	$165,770	$273,203	$181,059	$-107,433
2023	$152,665	$22,968	$138,492	$129,697
2022	$112,693	$199,110	$8,795	$-86,417
2021	$131,024	$54,413	$95,212	$76,611
2020	$102,196	$102,110	$18,601	$86
2019	$100,266	$100,819	$18,515	$-553

SUNRISE ROTARY CLUB CHARITABLE PROJECTS FOUNDATION OF LIBERTYVILLE