ROTARY CLUB OF VERO BEACH SUNRISE … - Form 990 Financial Data

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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

2012

Legal Domicile

Principal Officer

KYLE CASTLE

Phone

7722312100

Tax Period

2024-07-01 to 2025-06-30

ROTARY CLUB OF VERO BEACH SUNRISE FOUNDATION INC, founded in 2012, is a small nonprofit in the Human Services sector that reported $185K in total revenue in fiscal year 2024. Revenue surged 21% from the prior year, signaling strong growth momentum. The organization ran a surplus of $71K, a strong 38% operating margin.

Mission

THE FOUNDATION WAS FORMED TO RAISE FUNDS THROUGH DONATIONS AND FUNDRAISING EVENTS TO SUPPORT EDUCATION, LITERACY, YOUTH, AND INTERNATIONAL PURPOSES.

Program Service Accomplishments

Program 1

Expenses: $31,295

CONTRIBUTIONS TO YOUTH GUIDANCE OF INDIAN RIVER COUNTY TO SPONSOR CHILDREN FOR AFTER SCHOOL GROUP MENTORING PROGRAM DURING THE SCHOOL YEAR.

Program 2

Expenses: $27,962

PURCHASE OF KITCHEN EQUIPMENT FOR HOGARDE ANCIANO IN DOMINICAN REPUBLIC

Program 3

Expenses: $34,020

OTHER: CONTRIBUTIONS TO YOUTH, COMMUNITY, HEALTH AND WELLNESS, AND PROJECTS THROUGHOUT THE COMMUNITY.

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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 $68,277

Program Service Revenue $0

Investment Income $4,008

Other Revenue $112,642

TOTAL REVENUE $184,927

Expense Breakdown

Grants Paid $93,277

Salaries & Benefits $0

Fundraising Expenses $17,539

Program Expenses $93,277

Other Expenses $20,893

TOTAL EXPENSES $114,170

Year-over-Year Comparison

	2024	2023	Change
Revenue	$184,927	$152,644	+0.2%
Expenses	$114,170	$128,286	-0.1%
Net Income	$70,757	$24,358	+1.9%

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

100

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
KYLE CASTLE	TREASURER	10.00	Officer Director	$0	$0	$0
CHRIS STEINKRAUSS	SECRETARY	2.00	Officer Director	$0	$0	$0
MARTY LEWIS	DIRECTOR	2.00	Director	$0	$0	$0
ED MASSEY	PRESIDENT	2.00	Officer Director	$0	$0	$0
JUSTIN LEFEBURE	DIRECTOR	2.00	Director	$0	$0	$0
DARRELL HORN	DIRECTOR	2.00	Director	$0	$0	$0
BARBARA DU PONT	DIRECTOR	2.00	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	$184,927	$114,170	$242,362	$70,757
2024	$152,644	$128,286	$171,409	$24,358
2023	$194,546	$146,306	$149,183	$48,240
2022	$147,225	$102,878	$100,944	$44,347
2021	$37,035	$94,323	$56,610	$-57,288

ROTARY CLUB OF VERO BEACH SUNRISE FOUNDATION INC