ALVIN SUNRISE ROTARY FOUNDATION

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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

2015

Legal Domicile

Principal Officer

JAMES NASH

Phone

8327949811

Tax Period

2024-07-01 to 2025-06-30

ALVIN SUNRISE ROTARY FOUNDATION, founded in 2015, is a micro nonprofit in the Community Improvement sector that reported $51K in total revenue in fiscal year 2024. Revenue fell 59% from the prior year — a significant decline worth monitoring. Expenses of $80K exceeded revenue, resulting in a 58% operating deficit.

Mission

The purpose of the Club is to provide service to others within the community, promote integrity, advance world understanding, goodwill and peace through fellowship of business.

Program Service Accomplishments

Program 1

Expenses: $72,400 Revenue: $29,878

PROVIDED DONATIONS/SCHOLOARSHIPS TO LOCAL COMMUNITY & EDUCATIONAL ORGANIZATIONS AND HIGH SCHOOL STUDENTS.

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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 $3,000

Program Service Revenue $0

Investment Income $17,775

Other Revenue $29,787

TOTAL REVENUE $50,562

Expense Breakdown

Grants Paid $72,400

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $72,400

Other Expenses $7,624

TOTAL EXPENSES $80,024

Year-over-Year Comparison

	2024	2023	Change
Revenue	$50,562	$122,200	-0.6%
Expenses	$80,024	$80,968	0.0%
Net Income	$-29,462	$41,232	-1.7%

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
ROBERT VASQUEZ	PRESIDENT	10.00	Director	$0	$0	$0
WENDY DEL BELLO	TREASURER	10.00	Director	$0	$0	$0
CHRISSY VOLEK	SECRETARY	5.00	Director	$0	$0	$0
ADAM ARENDELL	VICE PRESIDENT	10.00	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	$50,562	$80,024	$425,334	$-29,462
2024	$122,200	$80,968	$459,775	$41,232
2023	$168,579	$59,814	$424,543	$108,765
2022	$62,052	$67,499	$323,778	$-5,447
2021	$5,285	$56,018	$359,399	$-50,733