Rotary Club of Orange Park Sunrise… - Form 990 Financial Data

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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

2007

Legal Domicile

Phone

3017698206

Tax Period

2024-07-01 to 2025-06-30

Rotary Club of Orange Park Sunrise Charities Inc, founded in 2007, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $112K in total revenue in fiscal year 2024. Revenue surged 94% from the prior year, signaling strong growth momentum. The organization ran a surplus of $51K, a strong 45% operating margin.

Program Service Accomplishments

Program 1

Expenses: $61,079 Revenue: $103,623

THE CORPORATION CONDUCTED A NUMBER OF CHARITABLE ACTIVITIES. THE ORGANIZATION CONDUCTED A TENNIS TOURNAMENT TO RAISE MONEY FOR CANCER RESEARCH. A LARGE PORTION OF THE PROCEEDS FROM THIS TOURNAMENT...

THE CORPORATION CONDUCTED A NUMBER OF CHARITABLE ACTIVITIES. THE ORGANIZATION CONDUCTED A TENNIS TOURNAMENT TO RAISE MONEY FOR CANCER RESEARCH. A LARGE PORTION OF THE PROCEEDS FROM THIS TOURNAMENT WAS DONATED TO THE AMERICAN CANCER SOCIETY TO HELP BUILD THE HOPE LODGE. A PORTION OF FUNDS RAISED WERE PROVIDED TO VARIOUS CHARITABLE AGENCIES SUCH AS THE FIRST COAST WOMENS SERVICES ROTARY INTERNATIONAL FOUNDATION THE PACE CENTER FOR GIRLS CLAY EDUCATION FOUNDATION AND WREATHS ACROSS AMERICA AMONG OTHERS.

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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 $0

Program Service Revenue $0

Investment Income $11

Other Revenue $111,600

TOTAL REVENUE $111,611

Expense Breakdown

Grants Paid $61,079

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $61,079

Other Expenses $0

TOTAL EXPENSES $61,079

Year-over-Year Comparison

	2024	2023	Change
Revenue	$111,611	$57,577	+0.9%
Expenses	$61,079	$55,412	+0.1%
Net Income	$50,532	$2,165	+22.3%

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
DUANE MALLICOAT	PRESIDENT	10.00	Officer Director	$0	$0	$0
STEVE UNDERWOOD	VICE PRESIDENT	10.00	Officer Director	$0	$0	$0
BRYAN CAMPBELL	SECRETARY	10.00	Officer Director	$0	$0	$0
KIM RICHARDSON	TREASURER	10.00	Officer 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	$111,611	$61,079	$88,563	$50,532
2024	$57,577	$55,412	$38,031	$2,165
2023	$64,048	$94,685	$35,715	$-30,637
2022	$68,200	$53,945	$74,710	$14,255
2021	$48,423	$29,212	$51,723	$19,211

Rotary Club of Orange Park Sunrise Charities Inc