SEQUIM SUNRISE ROTARY FOUNDATION

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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

1999

Legal Domicile

Principal Officer

ANN AMALA KUSTER

Phone

3606703276

Tax Period

2023-07-01 to 2024-06-30

SEQUIM SUNRISE ROTARY FOUNDATION, founded in 1999, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $252K in total revenue in fiscal year 2023. The organization ran a surplus of $135K, a strong 53% operating margin.

Mission

THE ROTARY FOUNDATION HELPS ROTARIANS TO ADVANCE WORLD UNDERSTANDING, GOOD WILL AND PEACE BY IMPROVING HEALTH, PROVIDING QUALITY EDUCATION, IMPROVING THE ENVIRONMENT ALLEVATING POVERTY

Program Service Accomplishments

Program 1

Expenses: $45,575

SCHOLARSHIPS

Program 2

Expenses: $38,491

GOOD NEWS GIVING - DONATIONS RECEIVED FROM MEMBERS DURING HYBIRD MEETINGS TO BENEFIT MISCELLANEOUS LOCAL ENTITIES INCLUDING:SEQUIM HIGH SCHOOL PROJECTSSEQUIM WHELLERSSTOVE TEAM INTERNATIONALHOSPICE OF CLALLAM COUNTYNORTH OLYMPIC LIBRARYNAMIBIA EDUCATIONMAUI DISASTER RELIEFVARIOUS OTHER PROJECTS AS NEEDEDCLALLAM MOSAIC SEQUIM SCHOOL DISTRICT - CTE PROGRAM AN DMCKENNEY VENTO PROGRAM

Program 3

Expenses: $17,152

ROTARY INTERNATIONAL FOUNDATION

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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 $51,338

Program Service Revenue $0

Investment Income $12,823

Other Revenue $187,390

TOTAL REVENUE $251,551

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $114,218

Other Expenses $116,996

TOTAL EXPENSES $116,996

Year-over-Year Comparison

	2023	2022	Change
Revenue	$251,551	N/A	N/A
Expenses	$116,996	N/A	N/A
Net Income	$134,555	N/A	N/A

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

N/A

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	Role	Reportable Comp	Other Comp	Total
JON JACK	FOUNDATION CHR	Director	$0	$0	$0
ANN FLACK	BOARD MEMBER	Director	$0	$0	$0
NELL CLAUSEN	Secretary	Director	$0	$0	$0
CAROL MCGINTY	BOARD MEMBER	Director	$0	$0	$0
ERIC MAHNERD	BOARD MEMBER	Director	$0	$0	$0
KAYE RICHARDSON	BOARD MEMBER	Director	$0	$0	$0
ANN AMALA KUSTER	Treasurer	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	$251,551	$116,996	$429,079	$134,555