YORBA LINDA SUNRISE ROTARY CLUB FOUNDATION (EIN 721618522) - 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

2006

Legal Domicile

Tax Period

2023-07-01 to 2024-06-30

YORBA LINDA SUNRISE ROTARY CLUB FOUNDATION, founded in 2006, is a small nonprofit in the Human Services sector that reported $134K in total revenue in fiscal year 2023. Revenue fell 36% from the prior year — a significant decline worth monitoring. Expenses of $120K left a modest 10% surplus.

Mission

The Organization donates funds and supports various local and international charities.

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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 $36,737

Program Service Revenue $0

Investment Income $4,415

Other Revenue $93,020

TOTAL REVENUE $134,172

Expense Breakdown

Grants Paid $117,889

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $117,889

Other Expenses $2,563

TOTAL EXPENSES $120,452

Year-over-Year Comparison

	2023	2022	Change
Revenue	$134,172	$208,512	-0.4%
Expenses	$120,452	$142,880	-0.2%
Net Income	$13,720	$65,632	-0.8%

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

150

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
HELEN MUOLO	Secretary	4.00	Officer Director	$0	$0	$0
ART CORDTS	President	6.00	Officer Director	$0	$0	$0
NICK VAN HOOGMOED	Treasurer	4.00	Officer Director	$0	$0	$0
DALE MADSEN	Intl Service	2.00	Director	$0	$0	$0
CINDY HEBEIN	Vocational	2.00	Director	$0	$0	$0
SEAN PHAYAKAPONG	President Elect	2.00	Director	$0	$0	$0
VINCE CAMPION	Community Ser	2.00	Director	$0	$0	$0
KEN TAM	Youth Services	2.00	Director	$0	$0	$0
BOBBY BATISTIC	Past President	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	$134,172	$120,452	$292,780	$13,720
2023	$208,512	$142,880	$279,060	$65,632
2022	$179,915	$58,245	$213,428	$121,670
2018	$115,932	$105,502	$198,832	$10,430

YORBA LINDA SUNRISE ROTARY CLUB FOUNDATION