Santa Cruz, CA
4 risk indicators measuring financial stability and operational resilience
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Sign In — Free (10 views/day)Rotary Club of SC Sunrise Foundation, founded in 2002, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $379K in total revenue in fiscal year 2022. Revenue grew 14% year-over-year, indicating healthy expansion. Expenses of $341K left a modest 10% surplus.
The primary mission of the Rotary Club of SC Sunrise Foundation is to provide funds for community non-profit organizations and youth programs in Santa Cruz County (California).
The organization's mission is to support various community organizations. During the year $310,767 was donated to such programs including $151,000 to Monarch Services; $25,000 to Digital Nest...
The organization's mission is to support various community organizations. During the year $310,767 was donated to such programs including $151,000 to Monarch Services; $25,000 to Digital Nest; $10,000 to Food What!?; $8,550 to Rotary Youth Leadership Awards (RYLA); $10,600 to Delta School; $10,000 to Girls, Inc.; $10,000 to CASA; $5,000 to O'Neill Sea Odyssey; $5,000 to Children's Discovery Museum; $29,250 Rotary International; $10,000 to Second Harvest Food Bank. In addition, numerous smaller donations (typically in the range of $500 to $2,000) were made to approximately 15 smaller local charities, organizations and groups totaling approximately $36,000.
Each year the foundation awards qualifying applicants cash scholarships to be used to further the academic careers of the recepients. The scholarships are awarded to high school seniors.
Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency
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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)
Sign In — Free (10 views/day)| 2022 | 2021 | Change | |
|---|---|---|---|
| Revenue | $379,409 | $333,308 | +0.1% |
| Expenses | $340,910 | $214,736 | +0.6% |
| Net Income | $38,499 | $118,572 | -0.7% |
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
Sign In| Name | Title | Hours/Week | Role | Reportable Comp | Other Comp | Total |
|---|---|---|---|---|---|---|
| David Price | Treasurer | 2.00 |
Officer
Director
|
$0 | $0 | $0 |
| Peter Truman | Sergeant at arm | 2.00 |
Officer
Director
|
$0 | $0 | $0 |
| Jon Winston | executive Sec | 4.00 |
Officer
Director
|
$0 | $0 | $0 |
| Peggy Alberti | Director | 2.00 |
Director
|
$0 | $0 | $0 |
| Jerry Souza | Director | 2.00 |
Director
|
$0 | $0 | $0 |
| Randall Leonard | Director | 2.00 |
Director
|
$0 | $0 | $0 |
| Jim Felich | Director | 2.00 |
Director
|
$0 | $0 | $0 |
| Penni Bengston | President | 2.00 |
Officer
Director
|
$0 | $0 | $0 |
| Rebecca Zelion | Director | 2.00 |
Director
|
$0 | $0 | $0 |
| Scott Edelstein | Director | 2.00 |
Director
|
$0 | $0 | $0 |
| Karen Gosling | Director | 2.00 |
Director
|
$0 | $0 | $0 |
| Sanjay Khandelwel | Director | 2.00 |
Director
|
$0 | $0 | $0 |
| Tom Knott | Director | 2.00 |
Director
|
$0 | $0 | $0 |
| Ari Symons | Director | 2.00 |
Director
|
$0 | $0 | $0 |
| Year | Revenue | Expenses | Assets | Net Income |
|---|---|---|---|---|
| 2025 | No data | No data | No data | No data |
| 2024 | No data | No data | No data | No data |
| 2023 | $379,409 | $340,910 | $326,165 | $38,499 |
| 2022 | $333,308 | $214,736 | $286,567 | $118,572 |
| 2021 | $147,312 | $157,008 | $167,994 | $-9,696 |
| 2020 | $159,780 | $176,386 | $177,690 | $-16,606 |
| 2019 | $134,562 | $126,712 | $191,836 | $7,850 |
| 2018 | $196,943 | $219,620 | $181,987 | $-22,677 |
Compare Rotary Club of SC Sunrise Foundation with other nonprofits in California and across the country.