TACOMA SUNRISE ROTARY CLUB FOUNDAT… - 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

1995

Legal Domicile

Principal Officer

LISA JOHNSON

Phone

2535667070

Tax Period

2024-07-01 to 2025-06-30

TACOMA SUNRISE ROTARY CLUB FOUNDATION, founded in 1995, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $118K in total revenue in fiscal year 2024. Revenue decreased 8% compared to the prior year. Net assets of $663K represent 67 months of operating reserves.

Mission

GRANTS TO VOCATIONAL SERVICES AND SPECIAL PROJECTS, INCLUDING SCHOLARSHIPS AND INTERNATIONAL INITIATIVES.

Program Service Accomplishments

Program 1

Expenses: $115,133

GRANTS TO VOCATIONAL SERVICES AND SPECIAL PROJECTS, INCLUDING SCHOLARSHIPS AND INTERNATIONAL INITIATIVES.

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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 $128,574

Program Service Revenue $0

Investment Income $5

Other Revenue $-10,502

TOTAL REVENUE $118,077

Expense Breakdown

Grants Paid $109,323

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $115,133

Other Expenses $5,854

TOTAL EXPENSES $115,177

Year-over-Year Comparison

	2024	2023	Change
Revenue	$118,077	$128,061	-0.1%
Expenses	$115,177	$62,181	+0.9%
Net Income	$2,900	$65,880	-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

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
THOMAS GLENN	IMMEDIATE PAST LPRESIDENT	2.00	Officer Director	$0	$0	$0
MICHAEL CARETTE-MEYERS	PRESIDENT	3.00	Officer Director	$0	$0	$0
KAREN MCGRATH	SECRETARY	2.00	Officer Director	$0	$0	$0
CRAIG CATLIN	TREASURER	2.00	Officer Director	$0	$0	$0
LISA JOHNSON	PRESIDENT ELECT	2.00	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	$118,077	$115,177	$662,981	$2,900
2024	$128,061	$62,181	$597,928	$65,880
2021	$74,044	$44,849	$564,518	$29,195

TACOMA SUNRISE ROTARY CLUB FOUNDATION