Sun City Roseville Foundation (EIN 911840255) - Form 990 Financial Analysis & Trantor Score

🔒

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

Financial Trends

Organization Details

Formation Year

1997

Legal Domicile

Principal Officer

Karen Shahoian

Phone

9167749040

Tax Period

2024-01-01 to 2024-12-31

Sun City Roseville Foundation, founded in 1997, is a small nonprofit in the Human Services sector that reported $636K in total revenue in fiscal year 2024. Revenue surged 613% from the prior year, signaling strong growth momentum. The organization ran a surplus of $526K, a strong 83% operating margin.

Mission

To provide services that address the physical, cultural, educational and social needs of Sun City Roseville residents beyond those services provided by the Community Association.

🔒

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%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $526,124

Program Service Revenue $1,230

Investment Income $43,737

Other Revenue $64,431

TOTAL REVENUE $635,522

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $94,794

Other Expenses $109,174

TOTAL EXPENSES $109,174

Year-over-Year Comparison

	2024	2023	Change
Revenue	$635,522	$89,182	+6.1%
Expenses	$109,174	$122,903	-0.1%
Net Income	$526,348	$-33,721	-16.6%

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

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
Arleeta Krolikowski	Director	5.00	Director	$0	$0	$0
Loraine Welk	Secretary	10.00	Officer Director	$0	$0	$0
Karen Shahoian	Treasurer	10.00	Officer Director	$0	$0	$0
Leslie Sandberg	Director	5.00	Director	$0	$0	$0
Kathi Stropkai	Vice Chair	10.00	Officer Director	$0	$0	$0
Steve Butkovich	Director	5.00	Director	$0	$0	$0
Annette Leeland	Director	5.00	Director	$0	$0	$0
Elizabeth Gustafson	Asst. Treasurer	5.00	Officer Director	$0	$0	$0
Elizabeth Jarrett	Director	5.00	Director	$0	$0	$0
Roy Myers	Director	5.00	Director	$0	$0	$0
Pat Teilh	Director	5.00	Director	$0	$0	$0
Doug Smoot	Chairman	10.00	Officer Director	$0	$0	$0
Ron Baker	Director	5.00	Director	$0	$0	$0
Dawn Haskin	Director	5.00	Director	$0	$0	$0
Therese Leonard	Director	5.00	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
2024	$635,522	$109,174	$1,164,014	$526,348
2023	$89,182	$122,903	$637,665	$-33,721
2022	$105,739	$123,409	$647,016	$-17,670
2021	$51,845	$67,264	$748,671	$-15,419
2020	$47,603	$48,894	$746,525	$-1,291
2019	$108,196	$102,051	$716,531	$6,145
2018	$111,611	$96,583	$671,162	$15,028

Sun City Roseville Foundation