ROTARY CLUB OF SURPRISE COMMUNITY FOUNDATION INC (EIN 510579894) - Form 990 Financial Analysis & Trantor Score

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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

2005

Legal Domicile

Principal Officer

BARRY KAUFMAN

Phone

6235523301

Tax Period

2018-07-01 to 2019-06-30

ROTARY CLUB OF SURPRISE COMMUNITY FOUNDATION INC, founded in 2005, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $54K in total revenue in fiscal year 2018. Revenue fell 40% from the prior year — a significant decline worth monitoring. Expenses of $64K exceeded revenue, resulting in a 19% operating deficit.

Mission

TO RAISE FUNDS TO HELP SUPPORT OTHER CHARITABLE 501(C)(3)ORGANIZATIONS, SCHOLARSHIPS, AND FOR ROTARY CLUB SERVICE PROJECTS.

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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 (2018)

Revenue Breakdown

Contributions & Grants $53,653

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $53,653

Expense Breakdown

Grants Paid $60,030

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $63,869

Other Expenses $3,839

TOTAL EXPENSES $63,869

Year-over-Year Comparison

	2018	2017	Change
Revenue	$53,653	$89,133	-0.4%
Expenses	$63,869	$96,900	-0.3%
Net Income	$-10,216	$-7,767	+0.3%

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

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
AMANDA SANCHEZ	President	0.00	Director	$0	$0	$0
NANCY COLLINS	Director	0.00	Director	$0	$0	$0
CHRIS JUDD	Director	0.00	Director	$0	$0	$0
CHRIS AMOS	Director	0.00	Director	$0	$0	$0
JAY LICKUS	Director	0.00	Director	$0	$0	$0
GREG BROWN	Director	5.00	Director	$0	$0	$0
JENNIFER POWELL	Director	5.00	Officer	$0	$0	$0
BARRY KAUFMAN	Treasurer	5.00	Officer	$0	$0	$0
STAN SHAW	Vice President	5.00	Officer	$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
2019	$53,653	$63,869	$20,538	$-10,216

ROTARY CLUB OF SURPRISE COMMUNITY FOUNDATION INC