ROTARY CLUB OF LANCASTER SUNRISE (EIN 911834270) - 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

2006

Legal Domicile

Principal Officer

HEATHER RINEER

Phone

7174136276

Tax Period

2023-07-01 to 2024-06-30

ROTARY CLUB OF LANCASTER SUNRISE, founded in 2006, is a micro nonprofit that reported $91K in total revenue in fiscal year 2023. Revenue fell 27% from the prior year — a significant decline worth monitoring. Expenses of $105K exceeded revenue, resulting in a 15% operating deficit.

Mission

SERVICE ABOVE SELF; SUPPORT LOCAL COMMUNITY THRU CONTRIBUTIONS TO EXISTING NON-PROFIT SERVICE ORGANIZATIONS AND STUDENT SCHOLARSHIPS; PARTICIPATE WITH DISTRICT AND INTERNATIONAL ROTARY IN MISSION WORK AND POLIO ERADICATION EFFORTS. PARTICIPATE THRU WORLD BLINDNESS OUTREACH IN MISSIONS TO ALLEVIATE BLINDNESS THRU CATARACT SURGERIES.

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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 $34,237

Program Service Revenue $18,537

Investment Income $3,160

Other Revenue $35,208

TOTAL REVENUE $91,142

Expense Breakdown

Grants Paid $70,019

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $105,011

Other Expenses $34,992

TOTAL EXPENSES $105,011

Year-over-Year Comparison

	2023	2022	Change
Revenue	$91,142	$124,588	-0.3%
Expenses	$105,011	$127,329	-0.2%
Net Income	$-13,869	$-2,741	+4.1%

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
PATRICK KIRKHAM	PAST PRESIDE	1.00	Officer	$0	$0	$0
HEATHER RINEER	PRESIDENT	1.00	Officer	$0	$0	$0
WILLIAM WEIK	TREASURER	1.00	Officer	$0	$0	$0
TOM WINTERS	SECRETARY	1.00	Officer	$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	$91,142	$105,011	$60,697	$-13,869
2023	$124,588	$127,329	$75,966	$-2,741
2022	$130,711	$103,895	$78,116	$26,816
2021	$49,819	$52,239	$49,991	$-2,420
2020	$79,653	$76,528	$53,686	$3,125
2019	$84,159	$80,998	$49,686	$3,161

ROTARY CLUB OF LANCASTER SUNRISE