BURLINGTON ROTARY FOUNDATION (EIN 200475187) - 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

2003

Phone

3607561010

Tax Period

2023-07-01 to 2024-06-30

BURLINGTON ROTARY FOUNDATION, founded in 2003, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $145K in total revenue in fiscal year 2023. The organization ran a surplus of $25K, a strong 17% operating margin.

Mission

TO SUPPORT CHARITABLE ENTITIES, ORGANIZATIONS AND ACTIVITIES WITHIN SKAGIT COUNTY THAT BENEFIT AND IMPROVE THE WELFARE OF THE SKAGIT COUNTY AREA IN WASHINGTON STATE. IN ADDITION, THE ORGANIZATION WILL SUPPORT, ON AN INTERNATIONAL LEVEL, ACTIVITIES WITH THE SAME GOALS IN VARIOUS PLACES ACROSS THE GLOBE.

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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 $146,749

Program Service Revenue $7,365

Investment Income $3,548

Other Revenue $-13,074

TOTAL REVENUE $144,588

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $119,424

Other Expenses $119,424

TOTAL EXPENSES $119,424

Year-over-Year Comparison

	2023	2022	Change
Revenue	$144,588	$141,508	+0.0%
Expenses	$119,424	$115,173	+0.0%
Net Income	$25,164	$26,335	0.0%

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	Role	Reportable Comp	Other Comp	Total
SHERYL CARMAN	Treasurer	Officer Director	$0	$0	$0
ASHLEY STOWE	PRESIDENT ELECT	Officer Director	$0	$0	$0
DENA KINDRED	Director	Director	$0	$0	$0
SUZANNE RADENKOVIC	PAST PRESIDENT	Officer Director	$0	$0	$0
KARIN BROWN	President	Officer Director	$0	$0	$0
TRICIA CISNEROS	Secretary	Officer Director	$0	$0	$0
JODY LOUIA	Director	Director	$0	$0	$0
DON POWER	Director	Officer Director	$0	$0	$0
ROGER KELLEY	Director	Director	$0	$0	$0
STEPHANIE HOOPER	Director	Officer Director	$0	$0	$0
MARK THOMAS	Director	Director	$0	$0	$0
CHRIS OMDAL	Director	Director	$0	$0	$0
SARAH CLEAVER	Director	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	No data	No data	No data	No data
2024	$144,588	$119,424	$359,633	$25,164
2023	$141,508	$115,173	$326,591	$26,335
2020	$128,450	$107,992	$233,072	$20,458
2019	$134,082	$125,602	$216,337	$8,480
2018	$157,473	$141,316	$206,890	$16,157

BURLINGTON ROTARY FOUNDATION