VISALIA SUNSET ROTARY (EIN 770648596) - 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

2004

Legal Domicile

Principal Officer

WALTER JONES

Phone

5597326255

Tax Period

2024-07-01 to 2025-06-30

VISALIA SUNSET ROTARY, founded in 2004, is a micro nonprofit that reported $73K in total revenue in fiscal year 2024. Expenses of $67K left a modest 8% surplus.

Mission

DEVOTED TO PROVIDE SERVICE PROJECTS, VOLUNTEER DAYS AND FINANCIAL SUPPORT TO THE COMMUNITY

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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 (2024)

Revenue Breakdown

Contributions & Grants $32,992

Program Service Revenue $4,830

Investment Income $0

Other Revenue $34,814

TOTAL REVENUE $72,636

Expense Breakdown

Grants Paid $34,583

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $61,315

Other Expenses $32,329

TOTAL EXPENSES $66,912

Year-over-Year Comparison

	2024	2023	Change
Revenue	$72,636	$73,368	0.0%
Expenses	$66,912	$60,401	+0.1%
Net Income	$5,724	$12,967	-0.6%

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
ERIC ANDERSON	PRESIDENT ELECT	1.00	Director	$0	$0	$0
JARROD HARBOUR	PAST PRESIDENT	1.00	Officer Director	$0	$0	$0
BETH RUMERY	SECRETARY	1.00	Officer Director	$0	$0	$0
MATT GAEBE	President	1.00	Officer Director	$0	$0	$0
WALTER JONES	TREASURER	1.00	Officer Director	$0	$0	$0
DONYA BALL	SERGEANT-AT-ARM	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
2025	$72,636	$66,912	$47,542	$5,724
2024	$73,368	$60,401	$41,766	$12,967
2023	$84,192	$81,552	$28,799	$2,640
2022	$64,604	$79,205	$26,159	$-14,601
2021	$77,269	$78,785	$41,819	$-1,516
2020	$51,635	$66,027	$42,276	$-14,392
2019	$83,982	$81,846	$56,668	$2,136

VISALIA SUNSET ROTARY