FOUNDATION OF THE ROTARY CLUB OF HONOLULU (EIN 990179742) - 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

1977

Legal Domicile

Principal Officer

ROBERT SUMPF

Tax Period

2024-07-01 to 2025-06-30

FOUNDATION OF THE ROTARY CLUB OF HONOLULU, founded in 1977, is a small nonprofit that reported $154K in total revenue in fiscal year 2024. Expenses of $142K left a modest 8% surplus.

Mission

THE FOUNDATION OF THE ROTARY CLUB OF HONOLULU (FRCH) IS FUNDED PRIMARILY BY ITS MEMBERS, WHO ARE ALSO MEMBERS OF THE ROTARY CLUB OF HONOLULU (RCH). FRCH HOLDS INVESTMENTS AND OTHER ASSETS AND DISBURSES THE FUNDS FOR COMMUNITY AND INTERNATIONAL PROJECTS DETERMINED BY RCH.

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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 $53,020

Program Service Revenue $0

Investment Income $100,651

Other Revenue $482

TOTAL REVENUE $154,153

Expense Breakdown

Grants Paid $95,153

Salaries & Benefits $0

Fundraising Expenses $311

Program Expenses $95,153

Other Expenses $46,361

TOTAL EXPENSES $141,514

Year-over-Year Comparison

	2024	2023	Change
Revenue	$154,153	$161,844	0.0%
Expenses	$141,514	$201,649	-0.3%
Net Income	$12,639	$-39,805	-1.3%

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

100

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 SIGALL	PRESIDENT	4.00	Officer Director	$0	$0	$0
ELIZABETH HOWARD	VICE-PRESIDE	4.00	Officer Director	$0	$0	$0
NANCY GREKIN	TREASURER	2.00	Officer Director	$0	$0	$0
KENT REINKER	SECRETARY	1.00	Officer Director	$0	$0	$0
NANCY PACE	TRUSTEE	1.00	Director	$0	$0	$0
RICHARD PROCTOR	TRUSTEE	1.00	Director	$0	$0	$0
PAUL SAITO	TRUSTEE	1.00	Director	$0	$0	$0
ROBERT SUMPF	TRUSTEE	1.00	Director	$0	$0	$0
GWEN YAMAMOTO LAU	TRUSTEE	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	$154,153	$141,514	$2,727,204	$12,639
2024	$161,844	$201,649	$2,529,457	$-39,805
2023	$146,475	$141,407	$2,232,216	$5,068
2022	$153,136	$129,214	$2,006,910	$23,922
2021	$213,402	$187,941	$2,392,026	$25,461
2020	$171,483	$152,685	$1,929,101	$18,798

FOUNDATION OF THE ROTARY CLUB OF HONOLULU