Sumner Rotary Club 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

1981

Legal Domicile

Principal Officer

David Eidsaune

Tax Period

2023-07-01 to 2024-06-30

Sumner Rotary Club Foundation, founded in 1981, is a micro nonprofit in the Community Improvement sector that reported $50K in total revenue in fiscal year 2023. Revenue surged 38% from the prior year, signaling strong growth momentum. Expenses of $88K exceeded revenue, resulting in a 77% operating deficit.

Mission

Charitable and education

Program Service Accomplishments

Program 1

Expenses: $39,500

Scholarships awarded for continuing education at any accredited college, university, or vocational program. The scholarships are available to all graduating seniors of Sumner High School and Bonney...

Program 2

Expenses: $48,000

Funding for public library building.

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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 (2023)

Revenue Breakdown

Contributions & Grants $20,080

Program Service Revenue $0

Investment Income $29,690

Other Revenue $0

TOTAL REVENUE $49,770

Expense Breakdown

Grants Paid $87,500

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $87,500

Other Expenses $580

TOTAL EXPENSES $88,080

Year-over-Year Comparison

	2023	2022	Change
Revenue	$49,770	$36,006	+0.4%
Expenses	$88,080	$33,240	+1.6%
Net Income	$-38,310	$2,766	-14.9%

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	Role	Reportable Comp	Other Comp	Total
David Eidsaune	President	Officer	$0	$0	$0
Kristy Pistilli	President elect	Officer	$0	$0	$0
Barbara Bitetto	Secretary	Officer	$0	$0	$0
Jeff Rounce	Treasurer	Officer	$0	$0	$0
Natasha Gunia	Past president	Officer	$0	$0	$0
Marilee Hill-Anderson	Director	Director	$0	$0	$0
Barbara Riske	Director	Director	$0	$0	$0
Elizabeth Ringer	Director	Director	$0	$0	$0
Mark Evers	Director	Director	$0	$0	$0
Jason Bass	Director	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	$49,770	$88,080	$497,753	$-38,310
2023	$36,006	$33,240	$536,063	$2,766
2022	$142,036	$67,075	$533,297	$74,961
2021	$79,814	$24,430	$458,336	$55,384