TACOMA SUNRISE ROTARY CLUB FOUNDATION

EIN: 911649116 501(c)(3) Philanthropy & Grantmaking

TACOMA, WA

Total Revenue
$118,077
Total Expenses
$115,177
Total Assets
$662,981
Net Assets
$662,981
🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Sign In — Free (10 views/day)

Financial Trends

Organization Details

Formation Year
1995
Legal Domicile
WA
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

TACOMA SUNRISE ROTARY CLUB FOUNDATION IS ORGANIZED TO SUPPORT THE LOCAL TACOMA COMMUNITY AND VOCATIONAL PROGRAMS ALONG WITH INTERNATIONAL AVENUES OF SERVICE. GRANTS ARE AWARDED TO COMMUNITY SERVICE ORGANIZATIONS TO SUPPORT THE FOUNDATION'S PURPOSE. THE PURPOSES INCLUDE SUPPORTING PROGRAMS THAT BENEFITS AT-RISK YOUTH AND THEIR FAMILIES. THE SERVICES INCLUDE SHELTER AND COUNSELING FOR ABUSED CHILDREN, JOB TRAINING FOR SINGLE MOTHERS, YOUTH SELF ESTEEM DEVELOPMENT AND CAREER DEVELOPMENT FOR MIDDLE SCHOOL STUDENTS. THE INTERNATIONAL PURPOSE WAS ACHIEVED THROUGH SUPPORTING THE ROTARY INTERNATIONAL FOUNDATION. THE TACOMA SUNRISE ROTARY CLUB FOUNDATION ALSO SUPPORTS AN INCENTIVE PROGRAM AT A LOCAL MIDDLE SCHOOL TO DEVELOP GOOD STUDY AND ATTENDENCE HABITS. OVER 360 INDIVIDUALS WERE SERVED THROUGH THE GRANTS AND SUPPORT PROGRAMS.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Sign In — Free (10 views/day)

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
🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Sign In

Governance

Voting Members
5
Independent Members
5
Employees
N/A
Volunteers
44

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
5
$0
Total Directors
5
$0
Key Employees
0
$0
Highest Compensated
0
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
Explore More Nonprofits
Top 100 Nonprofits in Washington Largest U.S. Nonprofits Best Rated Nonprofits Most Efficient Nonprofits

Compare TACOMA SUNRISE ROTARY CLUB FOUNDATION with other nonprofits in Washington and across the country.