Rotary Club of Santa Cruz - Sunrise

EIN: 770137923

Santa Cruz, CA

Total Revenue
$71,871
Total Expenses
$68,971
Total Assets
$24,624
Net Assets
$21,097
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1985
Legal Domicile
CA
Phone
8314299500
Tax Period
2024-07-01 to 2025-06-30

Rotary Club of Santa Cruz - Sunrise, founded in 1985, is a micro nonprofit that reported $72K in total revenue in fiscal year 2024. Expenses of $69K left a modest 4% surplus.

Mission

Santa Cruz Sunrise is a member club of Rotary International. The Rotary motto, "Service Above Self" conveys the humanitarian spirit of the club's members. Strong fellowship among Rotarians and meaningful community and international service projects characterize Rotary worldwide. Sunrise Rotary provides aid to other nonprofits, youth athletics, & humanitarian projects in and around the Santa Cruz 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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $61,824
Program Service Revenue $0
Investment Income $0
Other Revenue $10,047
TOTAL REVENUE $71,871

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Other Expenses $68,971
TOTAL EXPENSES $68,971

Year-over-Year Comparison

2024 2023 Change
Revenue $71,871 $74,898 0.0%
Expenses $68,971 $69,977 0.0%
Net Income $2,900 $4,921 -0.4%
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

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Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
15
Independent Members
N/A
Employees
N/A
Volunteers
100

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
3
$0
Total Directors
15
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Jon Winston Secretary 2.00
Officer Director
$0 $0 $0
David Price President 2.00
Officer Director
$0 $0 $0
Peter Truman Treasurer 2.00
Officer Director
$0 $0 $0
Tony Gianotti Director 2.00
Director
$0 $0 $0
Tiffany Wise West Secretary 2.00
Director
$0 $0 $0
Megan Gilbert Director 2.00
Director
$0 $0 $0
Kara Capaldo Director 2.00
Director
$0 $0 $0
Eileen Beaudry Director 2.00
Director
$0 $0 $0
Deandre James Director 2.00
Director
$0 $0 $0
Dave Mello Director 2.00
Director
$0 $0 $0
Ferris Sabbah Director 2.00
Director
$0 $0 $0
Ari Symons Director 2.00
Director
$0 $0 $0
Mary Alsip Director 2.00
Director
$0 $0 $0
Arturo Rodriguez Director 2.00
Director
$0 $0 $0
Roger Swenson Director 2.00
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 $71,871 $68,971 $24,624 $2,900
2024 $74,898 $69,977 $22,099 $4,921
2023 $61,767 $89,754 $18,122 $-27,987
2022 $69,026 $57,299 $44,404 $11,727
2021 $27,495 $19,274 $32,675 $8,221
2020 $51,458 $52,507 $24,453 $-1,049
2019 $61,419 $58,130 $25,502 $3,289
2018 $68,398 $55,017 $22,212 $13,381
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