ARVADA SUNRISE ROTARY FOUNDATION

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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

1991

Legal Domicile

Principal Officer

HEIDI WOLLE

Phone

3034305502

Tax Period

2018-01-01 to 2018-12-31

ARVADA SUNRISE ROTARY FOUNDATION, founded in 1991, is a micro nonprofit that reported $21K in total revenue in fiscal year 2018. Revenue fell 92% from the prior year — a significant decline worth monitoring. Expenses of $27K exceeded revenue, resulting in a 29% operating deficit.

Mission

CHARITABLE GIVING.

Program Service Accomplishments

Program 1

Expenses: $5,836

DURING THE SCHOOL YEAR, ARVADA SUNRISE ROTARIANS VOLUNTEER AT SWANSON ELEMENTARY SCHOOL WEEKLY TO PACK BAGS OF FOOD FOR STUDENTS AS PART OF COMMUNITY TABLE'S FEEDING THE FUTURE PROGRAM. THE...

DURING THE SCHOOL YEAR, ARVADA SUNRISE ROTARIANS VOLUNTEER AT SWANSON ELEMENTARY SCHOOL WEEKLY TO PACK BAGS OF FOOD FOR STUDENTS AS PART OF COMMUNITY TABLE'S FEEDING THE FUTURE PROGRAM. THE FOUNDATION PAYS FOR THE FOOD THAT IS USED.

Program 2

Expenses: $500

THE ARVADA SUNRISE ROTARY CLUB FOUNDATION SUPPORTS PROJECTS OF SCHOOL COMMUNITIES OFFERING PROJECTS THAT EMPOWER (SCOPE). THE FOUNDATION HAS COLLECTED AND REPAIRED BOOKS AND PAID FOR THE SHIPMENT OF THOSE BOOKS AND OTHERS COLLECTED BY SCOPE TO KENYA FOR LIBRARIES THERE. IT HAS ALSO FUNDED CLEAN WATER PROJECTS IN THE SAME AREA. AN ARVADA SUNRISE ROTARY CLUB ROTARIAN TRAVELS THERE SEVERAL TIMES A YEAR TO OVERSEE THE PROJECTS.

Program 3

Expenses: $1,372 Revenue: $1,000

THE ARVADA SUNRISE ROTARY CLUB FOUNDATION SPONSORS SPEAKUP ANNUALLY. THIS IS A SPEECH COMPETITION FOR HIGH SCHOOL SENIORS WHO NEED TO APPLY AND GO THROUGH AN INTERVIEW PROCESS. THOSE WHO ARE SELECTED GIVE SIX TO EIGHT MINUTE SPEECHES ON THE ROTARY THEME OF THE YEAR AND THE ROTARIAN FOUR WAY TEST. PARTICIPANTS RECEIVE SCHOLARSHIPS FOR COLLEGE. THE PROGRAM GRANTED 4,000 IN SCHOLARSHIPS. MEMORIAL DONATIONS IN THE NAME OF A SPOUSE OF AN ARVADA SUNRISE ROTARIAN AND SPONSORSHIPS COVERED 2,775 OF THE TOTAL COSTS.

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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 (2018)

Revenue Breakdown

Contributions & Grants $20,600

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $20,600

Expense Breakdown

Grants Paid $25,850

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $25,850

Other Expenses $783

TOTAL EXPENSES $26,633

Year-over-Year Comparison

	2018	2017	Change
Revenue	$20,600	$262,657	-0.9%
Expenses	$26,633	$660,175	-1.0%
Net Income	$-6,033	$-397,518	-1.0%

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
PAUL DANBORN	DIRECTOR	1.00	Director	$0	$0	$0
C MICHAEL LITZAU	TREASURER	1.00	Officer	$0	$0	$0
HEIDI WOLLE	PRESIDENT	1.00	Officer	$0	$0	$0
JULIE HENDERSON	SECRETARY	1.00	Director	$0	$0	$0
DON HOWARD	DIRECTOR	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
2018	$20,600	$26,633	$26,334	$-6,033