CLAYTON VALLEY CONCORD SUNRISE ROTARY CHARITABLE FUND INC (EIN 412071006) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2001

Legal Domicile

Principal Officer

VICKI SEXTON

Phone

9259632924

Tax Period

2024-01-01 to 2024-12-31

CLAYTON VALLEY CONCORD SUNRISE ROTARY CHARITABLE FUND INC, founded in 2001, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $90K in total revenue in fiscal year 2024. Revenue fell 40% from the prior year — a significant decline worth monitoring.

Mission

OUR MISSION IS TO PROVIDE COMMUNITY SUPPORT FOR EDUCATION, OUTREACH SPORTSMANSHIP AND A SENSE OF FAIR PLAY AND OTHER COMMUNITY ENDEAVORS.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $80,590

Program Service Revenue $0

Investment Income $4,505

Other Revenue $5,299

TOTAL REVENUE $90,394

Expense Breakdown

Grants Paid $85,973

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $90,708

Other Expenses $4,735

TOTAL EXPENSES $90,708

Year-over-Year Comparison

	2024	2023	Change
Revenue	$90,394	$151,214	-0.4%
Expenses	$90,708	$160,742	-0.4%
Net Income	$-314	$-9,528	-1.0%

Key Indicators

✗ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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
ROBERT HOOY	CHAIRMAN	3.00	Officer	$0	$0	$0
MARY KEMNITZ	SECRETARY	3.00	Officer	$0	$0	$0
VICKI SEXTON	TREASURER	8.00	Officer	$0	$0	$0
RUSS ANDERSON	DIRECTOR	1.00	Director	$0	$0	$0
BOB SUNDBERG	DIRECTOR	1.00	Director	$0	$0	$0
JEFF WILSON	DIRECTOR	1.00	Director	$0	$0	$0
SUSAN LIM	DIRECTOR	1.00	Director	$0	$0	$0
ALISON SPARKS	DIRECTOR	1.00	Director	$0	$0	$0
MOLLY BACIGALUPO	DIRECTOR	1.00	Director	$0	$0	$0
STEVE WEIR	RECORDING SECRETARY (NON VOTING)	1.00		$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
2024	$90,394	$90,708	$167,037	$-314
2023	$151,214	$160,742	$162,727	$-9,528
2022	$164,384	$168,078	$160,897	$-3,694
2021	$247,247	$259,341	$184,483	$-12,094
2020	$248,874	$211,416	$192,609	$37,458
2019	$305,050	$312,751	$152,704	$-7,701
2018	$175,377	$172,235	$146,506	$3,142

CLAYTON VALLEY CONCORD SUNRISE ROTARY CHARITABLE FUND INC