ANACORTES ROTARY CHARITABLE ASSN (EIN 203930067) - 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

2005

Legal Domicile

Principal Officer

MARTA MCCLINTOCK

Phone

3603330197

Tax Period

2024-07-01 to 2025-06-30

ANACORTES ROTARY CHARITABLE ASSN, founded in 2005, is a small nonprofit in the Community Improvement sector that reported $205K in total revenue in fiscal year 2024. Revenue fell 38% from the prior year — a significant decline worth monitoring. Expenses of $536K exceeded revenue, resulting in a 161% operating deficit.

Mission

TO SUPPORT INTERNATIONAL STUDENT EXCHANGE, LOCAL PROJECTS (PARKS,ETC), SUMMER YOUTH EMPLOYMENT, LOCAL STUDENT SCHOLARSHIPS, ROTARY INTERNATIONAL, AND OTHER PUBLIC SUPPORT PROJECTS.

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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 $43,764

Program Service Revenue $0

Investment Income $2,509

Other Revenue $158,618

TOTAL REVENUE $204,891

Expense Breakdown

Grants Paid $535,131

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $535,131

Other Expenses $507

TOTAL EXPENSES $535,638

Year-over-Year Comparison

	2024	2023	Change
Revenue	$204,891	$331,998	-0.4%
Expenses	$535,638	$126,430	+3.2%
Net Income	$-330,747	$205,568	-2.6%

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

N/A

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
STEPHANIE HAMILTON	SECRETARY	6.00	Officer Director	$0	$0	$0
BRETT HARRISON	VICE PRESIDE	2.00	Officer Director	$0	$0	$0
TROY KUNZ	PRESIDENT EL	4.00	Officer Director	$0	$0	$0
MARTA MCCLINTOCK	PRESIDENT	8.00	Officer Director	$0	$0	$0
LINDY RENO	PAST PRESIDE	2.00	Officer Director	$0	$0	$0
THERESE RUDZIS	CO-TREASURER	2.00	Officer Director	$0	$0	$0
DAN WORRA	CO-TREASURER	4.00	Officer 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	$204,891	$535,638	$323,369	$-330,747
2024	$331,998	$126,430	$654,116	$205,568
2023	$286,800	$121,443	$448,548	$165,357
2022	$250,116	$98,265	$288,868	$151,851
2021	$407,061	$424,928	$136,850	$-17,867
2020	$183,331	$235,550	$158,339	$-52,219

ANACORTES ROTARY CHARITABLE ASSN