ROTARY CLUB OF BOCA RATON SUNRISE FOUNDATION (EIN 650780118) - 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

1997

Legal Domicile

Principal Officer

Ira Herschbein

Phone

5612874312

Tax Period

2023-07-01 to 2024-06-30

ROTARY CLUB OF BOCA RATON SUNRISE FOUNDATION, founded in 1997, is a micro nonprofit in the Education sector that reported $60K in total revenue in fiscal year 2023. Revenue fell 31% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $18K, a strong 30% operating margin.

Mission

Humanitarian & Educational Program locally, nationally and internationally

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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 (2023)

Revenue Breakdown

Contributions & Grants $5,920

Program Service Revenue $0

Investment Income $16,231

Other Revenue $38,243

TOTAL REVENUE $60,394

Expense Breakdown

Grants Paid $34,220

Salaries & Benefits $0

Fundraising Expenses $900

Program Expenses $38,690

Other Expenses $7,800

TOTAL EXPENSES $42,020

Year-over-Year Comparison

	2023	2022	Change
Revenue	$60,394	$87,395	-0.3%
Expenses	$42,020	$43,888	0.0%
Net Income	$18,374	$43,507	-0.6%

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
Gail Ambrose-Lustig	President	2.00	Officer Director	$0	$0	$0
Michael Kridel	Chairman	2.00	Officer Director	$0	$0	$0
Tim Sharp	Treasuer	2.00	Officer Director	$0	$0	$0
Ira Herschbein	Director	2.00	Director	$0	$0	$0
Steve Alman	Director	2.00	Director	$0	$0	$0
Richard MacFarland	Director	2.00	Director	$0	$0	$0
Phil Lustig	Director	2.00	Director	$0	$0	$0
Craig McDonald	Chair-Elect	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
2025	No data	No data	No data	No data
2024	$60,394	$42,020	$477,280	$18,374
2023	$87,395	$43,888	$443,552	$43,507
2022	$135,711	$115,271	$421,856	$20,440
2021	$60,592	$82,513	$419,055	$-21,921
2020	$100,575	$109,346	$416,162	$-8,771
2019	$222,665	$115,197	$421,708	$107,468
2018	$143,895	$39,043	$306,825	$104,852

ROTARY CLUB OF BOCA RATON SUNRISE FOUNDATION