ROTARY CLUB OF LAHAINA SUNSET FOUNDATION (EIN 842237754) - 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

2019

Legal Domicile

Principal Officer

JIM FAHNESTOCK

Phone

3307192158

Tax Period

2024-07-01 to 2025-06-30

ROTARY CLUB OF LAHAINA SUNSET FOUNDATION, founded in 2019, is a small nonprofit in the Environment sector that reported $340K in total revenue in fiscal year 2024. Expenses of $321K left a modest 6% surplus.

Mission

THE MISSION OF THE ROTARY CLUB OF LAHAINA SUNSET IS TO ENHANCE THE QUALITY OF LIFE IN WEST MAUI AND BEYOND BY ENGAGING IN MEANINGFUL AND ACHIEVABLE PROJECTS WITHIN THE ROTARY'S AVENUES OF SERVICE. WITHIN COMMUNITY SERVICE, WE HAVE CHOSEN TO FOCUS SPECIAL ATTENTION ON ENVIRONMENTALLY RELATED PROJECTS.

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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 $336,357

Program Service Revenue $0

Investment Income $3,136

Other Revenue $247

TOTAL REVENUE $339,740

Expense Breakdown

Grants Paid $281,287

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $319,786

Other Expenses $39,552

TOTAL EXPENSES $320,839

Year-over-Year Comparison

	2024	2023	Change
Revenue	$339,740	$326,922	+0.0%
Expenses	$320,839	$267,247	+0.2%
Net Income	$18,901	$59,675	-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

Employees

N/A

Volunteers

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
JIM FAHNESTOCK	PRESIDENT	5.00	Officer Director	$0	$0	$0
LIZ MAY	VICE PRESIDE	5.00	Officer Director	$0	$0	$0
ROBERT SHRODER	TREASURER	5.00	Officer Director	$0	$0	$0
HEIDI DOLLINGER	SECRETARY	5.00	Officer Director	$0	$0	$0
NANCY MONTOYA	DIRECTOR	5.00	Director	$0	$0	$0
DEBORAH MOORE	DIRECTOR	5.00	Director	$0	$0	$0
HENEDINA JESSOP	DIRECTOR	5.00	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	$339,740	$320,839	$132,544	$18,901
2024	$326,922	$267,247	$87,988	$59,675

ROTARY CLUB OF LAHAINA SUNSET FOUNDATION