BOZEMAN SUNRISE ROTARY CLUB (EIN 810487406) - 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

1992

Legal Domicile

Principal Officer

TRENDA NICHOLS

Phone

4065483440

Tax Period

2022-07-01 to 2023-06-30

BOZEMAN SUNRISE ROTARY CLUB, founded in 1992, is a small nonprofit that reported $118K in total revenue in fiscal year 2022. Revenue fell 52% from the prior year — a significant decline worth monitoring. Expenses of $214K exceeded revenue, resulting in a 81% operating deficit.

Mission

PROVIDE COMMUNITY AND INTERNATIONAL HUMANITARIAN SERVICES.

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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 (2022)

Revenue Breakdown

Contributions & Grants $118,030

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $118,030

Expense Breakdown

Grants Paid $154,515

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $154,515

Other Expenses $59,250

TOTAL EXPENSES $213,765

Year-over-Year Comparison

	2022	2021	Change
Revenue	$118,030	$244,445	-0.5%
Expenses	$213,765	$170,079	+0.3%
Net Income	$-95,735	$74,366	-2.3%

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
ROBB MILLER	President	10.00	Officer	$0	$0	$0
BILL HENNING	Vice President	2.00	Officer	$0	$0	$0
ROBB MILLER	COMMUNITY SERV.	2.00	Officer	$0	$0	$0
GENE GAINES	Treasurer	15.00	Officer	$0	$0	$0
MARY HUBBARD	INTERNATIONAL	2.00	Officer	$0	$0	$0
TED SCHMIDT	VOCATIONAL	2.00	Officer	$0	$0	$0
ANNE KEITH	Youth Services	2.00	Officer	$0	$0	$0
KEITH NATHAN	Secretary	5.00	Officer	$0	$0	$0
PADDY STOY	PRES ELECT NOM	2.00	Officer	$0	$0	$0
BILL SOUBA	MEMBERSHIP	2.00	Officer	$0	$0	$0
DEBORAH HINES	PUBLIC RELATION	2.00	Officer	$0	$0	$0
LAURA KUNTZ	President Elect	5.00	Officer	$0	$0	$0
BOB WIERSMA	FOUNDATION	2.00	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
2023	$118,030	$213,765	$194,665	$-95,735
2022	$244,445	$170,079	$290,836	$74,366
2021	$125,510	$110,017	$216,736	$15,493
2020	$196,450	$183,477	$206,410	$12,973
2019	$213,666	$186,809	$194,196	$26,857

BOZEMAN SUNRISE ROTARY CLUB