ROTARY INTERNATIONAL DAVIS-SUNRISE ROTARY CLUB (EIN 680338919) - 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

1995

Legal Domicile

Principal Officer

NANCY STORM

Phone

5302194445

Tax Period

2024-07-01 to 2025-06-30

ROTARY INTERNATIONAL DAVIS-SUNRISE ROTARY CLUB, founded in 1995, is a small nonprofit that reported $268K in total revenue in fiscal year 2024. Expenses of $240K left a modest 10% surplus.

Mission

See separate SCHEDULE O for statement.

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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 $189,396

Program Service Revenue $0

Investment Income $0

Other Revenue $78,298

TOTAL REVENUE $267,694

Expense Breakdown

Grants Paid $165,187

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $165,971

Other Expenses $74,593

TOTAL EXPENSES $239,780

Year-over-Year Comparison

	2024	2023	Change
Revenue	$267,694	N/A	N/A
Expenses	$239,780	N/A	N/A
Net Income	$27,914	N/A	N/A

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

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
JOHN GEISLER	Director	1.00	Director	$0	$0	$0
FRANCIS McCHESNEY	Director	1.00	Director	$0	$0	$0
MARC THOMPSON	Director	1.00	Director	$0	$0	$0
MATTHEW CRIDER	Director	1.00	Director	$0	$0	$0
JUSTINA VEGA	Director	1.00	Director	$0	$0	$0
KRISTEN SHEPARD	Director	1.00	Director	$0	$0	$0
BRODIE HAMILTON	Past-President	1.00	Officer	$0	$0	$0
CHARLES SNIPES	President-Elect	2.00	Officer	$0	$0	$0
MARK PRATT	Secretary	2.00	Officer	$0	$0	$0
THOMAS READ	Treasurer	3.00	Officer	$0	$0	$0
NANCY STORM	President	4.00	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
2025	$267,694	$239,780	$183,351	$27,914
2023	$205,324	$150,398	$141,394	$54,926
2021	$198,387	$179,289	$121,697	$19,098

ROTARY INTERNATIONAL DAVIS-SUNRISE ROTARY CLUB