ROTARY CLUB SEDONA RED ROCKS ENDOW… - Form 990 Financial Data

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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

2002

Legal Domicile

Phone

9282846820

Tax Period

2025-01-01 to 2025-12-31

ROTARY CLUB SEDONA RED ROCKS ENDOWMENT FUND, founded in 2002, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $123K in total revenue in fiscal year 2025. Revenue grew 10% year-over-year, indicating healthy expansion. The organization ran a surplus of $117K, a strong 95% operating margin.

Mission

ENDOWMENT FUND TO SUPPORT YOUTH AND YOUTH ACTIVITIES IN VERDE VALLEY

Program Service Accomplishments

Program 1

Expenses: $5,500

CONTRIBUTION TO ROTARY CLUB SEDONA RED ROCKS TO SUPPORT VARIOUS YOUTH ACTIVITIES AND EDUCATIONAL NEEDS IN THE VERDE VALLEY AREA.

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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 (2025)

Revenue Breakdown

Contributions & Grants $15,559

Program Service Revenue $0

Investment Income $107,296

Other Revenue $0

TOTAL REVENUE $122,855

Expense Breakdown

Grants Paid $5,500

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $5,500

Other Expenses $240

TOTAL EXPENSES $5,740

Year-over-Year Comparison

	2025	2024	Change
Revenue	$122,855	$111,657	+0.1%
Expenses	$5,740	$9,730	-0.4%
Net Income	$117,115	$101,927	+0.1%

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

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
ALLEN BRADLEY	DIRECTOR	0.50	Director	$0	$0	$0
RANDY SOSIN	DIRECTOR	0.10	Director	$0	$0	$0
JILLIAN BRADSHAW	PRESIDENT	0.10	Officer	$0	$0	$0
PHIL REAY	SECRETARY	0.10	Officer	$0	$0	$0
DONNA HAWK	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
2025	$122,855	$5,740	$1,133,238	$117,115
2024	$111,657	$9,730	$935,094	$101,927
2023	$76,178	$12,230	$749,591	$63,948
2022	$48,343	$7,170	$578,674	$41,173
2021	$57,951	No data	$682,938	No data

ROTARY CLUB SEDONA RED ROCKS ENDOWMENT FUND