McKinney 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

2006

Legal Domicile

Principal Officer

Phone

9726589977

Tax Period

2017-07-01 to 2018-06-30

McKinney Sunrise Rotary Foundation, founded in 2006, is a small nonprofit that reported $484K in total revenue in fiscal year 2017. Revenue surged 21676% from the prior year, signaling strong growth momentum.

Mission

The McKinney Sunrise Rotary Foundation's mission is to identiry, educate and provide aid through community action for quality of life issues for all populations.

Program Service Accomplishments

Program 1

Expenses: $483,597 Revenue: $484,078

Develop in the local community the concept for the construcdtion of a playground for children with disabilities which is accessible, appropriate and safe.

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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 (2017)

Revenue Breakdown

Contributions & Grants $484,078

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $484,078

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $483,597

Other Expenses $483,597

TOTAL EXPENSES $483,597

Year-over-Year Comparison

	2017	2016	Change
Revenue	$484,078	$2,223	+216.8%
Expenses	$483,597	$3,748	+128.0%
Net Income	$481	$-1,525	-1.3%

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

N/A

Employees

N/A

Volunteers

N/A

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
Steve Mitas	President	2.00	Officer Director	$0	$0	$0
Larry Offerdahl	Vice President	2.00	Officer Director	$0	$0	$0
Marc-Andre Gagnon	Secretary	2.00	Officer Director	$0	$0	$0
Juli Smith	Treasurer	2.00	Officer 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
2018	$484,078	$483,597	$875	$481