ROTARY CLUB OF VANCOUVER SUNRISE FOUNDATION (EIN 912041832) - 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

2002

Legal Domicile

Principal Officer

BOB IVES

Phone

3606095648

Tax Period

2024-07-01 to 2025-06-30

ROTARY CLUB OF VANCOUVER SUNRISE FOUNDATION, founded in 2002, is a small nonprofit in the Education sector that reported $308K in total revenue in fiscal year 2024. Revenue surged 610% from the prior year, signaling strong growth momentum. The organization ran a surplus of $196K, a strong 64% operating margin.

Mission

THE ORGANIZATION'S MISSION IS TO ENABLE ROTARIANS TO ADVANCE WORLD UNDERSTANDING, GOODWILL, AND PEACE THROUGH THE IMPROVEMENT OF HEALTH, EDUCATION, AND ALLEVIATION OF POVERTY, BOTH LOCALLY AND WORLDWIDE.

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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 $52,020

Program Service Revenue $0

Investment Income $60,687

Other Revenue $195,142

TOTAL REVENUE $307,849

Expense Breakdown

Grants Paid $96,460

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $96,460

Other Expenses $15,561

TOTAL EXPENSES $112,021

Year-over-Year Comparison

	2024	2023	Change
Revenue	$307,849	$43,385	+6.1%
Expenses	$112,021	$92,475	+0.2%
Net Income	$195,828	$-49,090	-5.0%

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
BOB IVES	PRESIDENT	3.00	Officer Director	$0	$0	$0
FRANCOIS WEVERS	TREASURER	2.00	Officer Director	$0	$0	$0
KRISTEN PARCHER	SECRETARY	1.00	Officer Director	$0	$0	$0
BRIAN HOLMES	MEMBER	1.00	Director	$0	$0	$0
JAMES SMITH	MEMBER	1.00	Director	$0	$0	$0
ALISON JOHNSTON	MEMBER	1.00	Director	$0	$0	$0
SAM SIT	MEMBER	1.00	Director	$0	$0	$0
TERRY TOLAND	MEMBER	1.00	Director	$0	$0	$0
TODD HOLTERMAN	MEMBER	1.00	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
2025	$307,849	$112,021	$2,419,075	$195,828
2024	No data	No data	No data	No data
2023	$39,682	$65,040	$2,088,903	$-25,358
2022	$2,176,613	$404,479	$1,973,352	$1,772,134

ROTARY CLUB OF VANCOUVER SUNRISE FOUNDATION