SUNRISE ROTARY FOUNDATION (EIN 770253850) - Form 990 Financial Analysis & Trantor Score

🔒

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

1990

Legal Domicile

Phone

8184705144

Tax Period

2023-01-01 to 2023-12-31

SUNRISE ROTARY FOUNDATION, founded in 1990, is a micro nonprofit that reported $37K in total revenue in fiscal year 2023. Revenue surged 35% from the prior year, signaling strong growth momentum. Expenses of $31K left a modest 15% surplus.

Mission

CHARITABLE FUNDRAISING - DONATIONS ARE USED TO BENEFIT OTHER CHARITABLE ORGANIZATIONS.

🔒

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 (2023)

Revenue Breakdown

Contributions & Grants $10,000

Program Service Revenue $0

Investment Income $6,853

Other Revenue $19,731

TOTAL REVENUE $36,584

Expense Breakdown

Grants Paid $31,136

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $31,136

Other Expenses $102

TOTAL EXPENSES $31,238

Year-over-Year Comparison

	2023	2022	Change
Revenue	$36,584	$27,173	+0.3%
Expenses	$31,238	$46,501	-0.3%
Net Income	$5,346	$-19,328	-1.3%

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

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
RON YAMASHIRO	Treasurer	1.00	Officer Director	$0	$0	$0
LAURA PAINE WILLIS	Secretary	1.00	Director	$0	$0	$0
DON MARTIN	President & CEO	1.00	Officer Director	$0	$0	$0
RANDY STRONG	Director	1.00	Officer Director	$0	$0	$0
TERRY MOERLER	Director	1.00	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
2024	No data	No data	No data	No data
2023	$36,584	$31,238	$154,902	$5,346
2022	$27,173	$46,501	$141,903	$-19,328
2021	$28,640	$20,135	$184,059	$8,505
2020	$9,809	$30,169	$165,974	$-20,360

SUNRISE ROTARY FOUNDATION