Tri Cities Sunrise Rotary Charity (EIN 911744281) - 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

1997

Legal Domicile

Principal Officer

Paul Singer

Phone

5097830128

Tax Period

2024-07-01 to 2025-06-30

Tri Cities Sunrise Rotary Charity, founded in 1997, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $132K in total revenue in fiscal year 2024. Revenue decreased 14% compared to the prior year.

Mission

The Charity's purpose is to operate exclusively for religious, charitable, scientific, literary or educational purposes within the meaning of 501(C)3. The Charity's purpose is to support local and international charitable 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 $131,401

Program Service Revenue $0

Investment Income $7

Other Revenue $737

TOTAL REVENUE $132,145

Expense Breakdown

Grants Paid $140,521

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $140,521

Other Expenses $2,098

TOTAL EXPENSES $142,619

Year-over-Year Comparison

	2024	2023	Change
Revenue	$132,145	$154,173	-0.1%
Expenses	$142,619	$153,855	-0.1%
Net Income	$-10,474	$318	-33.9%

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

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
Paul Singer	President	5.00	Officer Director	$0	$0	$0
Jay Freeman	President Elect	5.00	Officer Director	$0	$0	$0
Ruby Ochoa	Secretary	5.00	Officer Director	$0	$0	$0
Steven Simmons	Treasurer	5.00	Officer Director	$0	$0	$0
Steven Simmons	Past President	5.00	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	$132,145	$142,619	$192,061	$-10,474
2024	$154,173	$153,855	$202,535	$318
2023	$169,499	$111,352	$202,217	$58,147
2022	$140,221	$144,036	$144,070	$-3,815
2021	$139,224	$88,883	$147,885	$50,341
2020	$112,526	$134,776	$97,544	$-22,250
2019	$172,146	$187,280	$119,794	$-15,134

Tri Cities Sunrise Rotary Charity