MONARCH BEACH SUNRISE ROTARY FOUNDATION

EIN: 881655445 501(c)(3) Philanthropy & Grantmaking

DANA POINT, CA

Total Revenue
$239,854
Total Expenses
$34,031
Total Assets
$206,643
Net Assets
$206,643
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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
2022
Legal Domicile
CA
Principal Officer
LUCINDA SALINAS
Phone
9513180354
Tax Period
2023-01-01 to 2023-12-31

MONARCH BEACH SUNRISE ROTARY FOUNDATION, founded in 2022, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $240K in total revenue in fiscal year 2023. The organization ran a surplus of $206K, a strong 86% operating margin.

Mission

To help build a better community and world through humanitarian, educational, and charitable endeavors.

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $45,183
Program Service Revenue $0
Investment Income $0
Other Revenue $194,671
TOTAL REVENUE $239,854

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $90
Program Expenses $24,590
Other Expenses $34,031
TOTAL EXPENSES $34,031

Year-over-Year Comparison

2023 2022 Change
Revenue $239,854 N/A N/A
Expenses $34,031 N/A N/A
Net Income $205,823 N/A N/A
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

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Governance

Voting Members
4
Independent Members
N/A
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
0
$0
Total Directors
4
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
LUCINDA SALINAS President 15.00
Director
$0 $0 $0
STANLEY MOORE Vice President 15.00
Director
$0 $0 $0
ANITA HOUSTON Secretary 15.00
Director
$0 $0 $0
MICHAEL KILLEBREW Treasurer 15.00
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
2023 $239,854 $34,031 $206,643 $205,823
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