STURGEON BAY ROTARY CLUB CHARITABLE TRUST

EIN: 396412894 501(c)(3)

STURGEON BAY, WI

Total Revenue
$49,284
Total Expenses
$34,769
Total Assets
N/A
Net Assets
N/A
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1984
Legal Domicile
WI
Principal Officer
GRACE ROSSMAN
Phone
9208542142
Tax Period
2018-01-01 to 2018-12-31

STURGEON BAY ROTARY CLUB CHARITABLE TRUST, founded in 1984, is a micro nonprofit that reported $49K in total revenue in fiscal year 2018. Revenue decreased 6% compared to the prior year. The organization ran a surplus of $15K, a strong 29% operating margin.

Mission

THE MISSION OF THE ROTARY CLUB OF STURGEON BAY CHARITABLE TRUST IS TO ENCOURAGE, SOLICIT AND RECEIVE TAX-DEDUCTIBLE DONATIONS. AN ADVISORY COMMITTEE MADE UP OF ROTARIANS, GUIDED BY THE PRINCIPLE OF SERVICE ABOVE SELF, PRUDENTLY MANAGES THE TRUST AND, WITH A UNIQUE KNOWLEDGE OF THE DOOR COUNTY COMMUNITY'S PRIORITIES AND NEEDS, DISTRIBUTES GRANTS FOR SCHOLARSHIPS, PROJECTS AND PROGRAMS. THE TRUST SUPPORTS DOOR COUNTY RESIDENTS AND ORGANIZATIONS IN THE PURSUIT OF LEARNING AND ENHANCEMENT OF OUR COMMUNITY'S QUALITY OF LIFE.

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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 (2018)

Revenue Breakdown

Contributions & Grants $22,650
Program Service Revenue $0
Investment Income $23,583
Other Revenue $3,051
TOTAL REVENUE $49,284

Expense Breakdown

Grants Paid $30,400
Salaries & Benefits $2,350
Fundraising Expenses $117
Program Expenses $30,948
Other Expenses $2,019
TOTAL EXPENSES $34,769

Year-over-Year Comparison

2018 2017 Change
Revenue $49,284 $52,548 -0.1%
Expenses $34,769 $28,529 +0.2%
Net Income $14,515 $24,019 -0.4%
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

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Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
9
Independent Members
9
Employees
N/A
Volunteers
20

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
2
$0
Total Directors
9
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
GRACE ROSSMAN ADVISORY COM 2.00
Officer Director
$0 $0 $0
ANDREW BOETTCHER ADVISORY COM 0.50
Officer Director
$0 $0 $0
DOUG WILLIAMS CLUB TREASUR 1.00
Director
$0 $0 $0
ROBERT LOSS ADVISORY COM 0.50
Director
$0 $0 $0
PAUL KOK ADVISORY COM 0.50
Director
$0 $0 $0
BOB SCIESZINSKI ADVISORY COM 0.50
Director
$0 $0 $0
SEAN LINNAN ADVISORY COM 0.50
Director
$0 $0 $0
KEN ROCK ADVISORY COM 0.50
Director
$0 $0 $0
MARK JINKINS ADVISORY COM 0.50
Director
$0 $0 $0
N/A TRUSTEE 1.00
$2,350 $0 $2,350
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
2018 $49,284 $34,769 No data $14,515
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