Rotary Club of SC Sunrise Foundation (EIN 810619851) - 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

2002

Legal Domicile

Phone

8314299500

Tax Period

2022-07-01 to 2023-06-30

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.

Mission

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).

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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 $70,004

Program Service Revenue $0

Investment Income $515

Other Revenue $308,890

TOTAL REVENUE $379,409

Expense Breakdown

Grants Paid $328,767

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $328,767

Other Expenses $12,143

TOTAL EXPENSES $340,910

Year-over-Year Comparison

	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%

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

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

Total Directors

Key Employees

Highest Compensated

reported

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

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	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

Rotary Club of SC Sunrise Foundation