ROTARY CLUB OF CHICO SUNRISE INC

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2002

Legal Domicile

Phone

5308931871

Tax Period

2018-07-01 to 2019-06-30

ROTARY CLUB OF CHICO SUNRISE INC, founded in 2002, is a small nonprofit that reported $166K in total revenue in fiscal year 2018. The organization ran a surplus of $91K, a strong 55% operating margin.

Mission

TO SUPPORT INTERNATIONAL, COMMUNITY, AND YOUTH SERVICE PROJECTS.

Program Service Accomplishments

Program 1

Expenses: $30,171

THE ORGANIZATION SUPPORTED COMMUNITY SERVICE PROJECTS FOR VARIOUS LOCAL PROGRAMS INCLUDING THE CAMP ROYAL YOUTH LEADERSHIP PROGRAM,SUPPORT FOR SCHOOLS EFFECTED BY THE 2018 NORTHERN CALIFORNIA...

THE ORGANIZATION SUPPORTED COMMUNITY SERVICE PROJECTS FOR VARIOUS LOCAL PROGRAMS INCLUDING THE CAMP ROYAL YOUTH LEADERSHIP PROGRAM,SUPPORT FOR SCHOOLS EFFECTED BY THE 2018 NORTHERN CALIFORNIA WILDFIRES (THE CAMP FIRE), AND OTHERS.

Program 2

Expenses: $8,266

THE ORGANIZATION SUPPORTED VARIOUS COMMUNITY PROJECTS FOR LOCAL STUDENTS PROVIDING DICTIONARIES TO STUDENTS OF CHICO UNIFIED SCHOOL DISTRICT AND SUPPORTING THE LIBRARY WITH BOOKS AT MCMANUS...

THE ORGANIZATION SUPPORTED VARIOUS COMMUNITY PROJECTS FOR LOCAL STUDENTS PROVIDING DICTIONARIES TO STUDENTS OF CHICO UNIFIED SCHOOL DISTRICT AND SUPPORTING THE LIBRARY WITH BOOKS AT MCMANUS ELEMENTARY SCHOOL.

Program 3

Expenses: $3,000

THE ORGANIZATION PROVIDED SCHOLARSHIPS TO GRADUATING SENIORS FROM HIGH SCHOOLS IN THE CHICO UNIFIED SCHOOL DISTRICT.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2018)

Revenue Breakdown

Contributions & Grants $127,937

Program Service Revenue $9,771

Investment Income $1,547

Other Revenue $26,706

TOTAL REVENUE $165,961

Expense Breakdown

Grants Paid $3,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $41,987

Other Expenses $72,372

TOTAL EXPENSES $75,372

Year-over-Year Comparison

	2018	2017	Change
Revenue	$165,961	N/A	N/A
Expenses	$75,372	N/A	N/A
Net Income	$90,589	N/A	N/A

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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
Paul Peck	Director	1.00	Director	$0	$0	$0
Sean Isom	Director	1.00	Director	$0	$0	$0
Jill Hendry	Director	1.00	Director	$0	$0	$0
Suzie Bravo	Director	1.00	Director	$0	$0	$0
Geralyn Sheridan	Director	1.00	Director	$0	$0	$0
Carl Ochsner	Secretary	1.00	Officer	$0	$0	$0
John Carlon	President	1.00	Officer	$0	$0	$0
Richard Powell	Treasurer	1.00	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	$165,961	$75,372	$189,281	$90,589