TACOMA ROTARY 8 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

1971

Legal Domicile

Principal Officer

KATHI WILLIS

Phone

2534737723

Tax Period

2024-07-01 to 2025-06-30

TACOMA ROTARY 8 FOUNDATION, founded in 1971, is a small nonprofit that reported $484K in total revenue in fiscal year 2024. Revenue grew 14% year-over-year, indicating healthy expansion. The organization ran a surplus of $137K, a strong 28% operating margin.

Mission

THE TACOMA ROTARY FOUNDATION, AN INDEPENDENT 501(C)(3) COLLECTS AND MAINTAINS FUNDS FOR THE ROTARY CLUB OF TACOMA TO BE USED EXCLUSIVELY FOR CHARITABLE WORKS IN THE LOCAL AND GLOBAL COMMUNITY.

Program Service Accomplishments

Program 1

Expenses: $242,948 Revenue: $5,403

PROVIDE SUPPORT TO VARIOUS CHARITABLE ORGANIZATIONS IN THE COMMUNITY THROUGH GRANTS AND SCHOLARSHIPS. GRANTS ARE MADE AVAILABLE TO ORGANIZATIONS THAT PROVIDE SERVICES TO LESS FORTUNATE INDIVIDUALS...

PROVIDE SUPPORT TO VARIOUS CHARITABLE ORGANIZATIONS IN THE COMMUNITY THROUGH GRANTS AND SCHOLARSHIPS. GRANTS ARE MADE AVAILABLE TO ORGANIZATIONS THAT PROVIDE SERVICES TO LESS FORTUNATE INDIVIDUALS. SERVICES TO THESE ORGANIZATIONS HELP TO COVER FOOD, HEALTH CARE, HOUSING, AND THE OVERALL GENERAL HEALTH OF INDIVIDUALS SERVED BY THESE ORGANIZATIONS. THE FOUNDATION ALSO CONDUCTED VARIOUS COMMUNITY SERVICE 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 $415,070

Program Service Revenue $0

Investment Income $130,699

Other Revenue $-61,373

TOTAL REVENUE $484,396

Expense Breakdown

Grants Paid $186,046

Salaries & Benefits $0

Fundraising Expenses $21,475

Program Expenses $242,948

Other Expenses $161,257

TOTAL EXPENSES $347,303

Year-over-Year Comparison

	2024	2023	Change
Revenue	$484,396	$423,602	+0.1%
Expenses	$347,303	$367,638	-0.1%
Net Income	$137,093	$55,964	+1.4%

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
MARK ANDERSON	PRESIDENT	2.00	Officer Director	$0	$0	$0
STEVE SMITH	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
CYNTHIA DARLAND	TREASURER	2.00	Officer Director	$0	$0	$0
KATHI WILLIS	SECRETARY	2.00	Officer Director	$0	$0	$0
WHITNEY GRISAFFI	DIRECTOR	2.00	Director	$0	$0	$0
RICK OLDENBURG	DIRECTOR	2.00	Director	$0	$0	$0
RICK TRIGGS	DIRECTOR	2.00	Director	$0	$0	$0
CHRIS SERFACE	DIRECTOR	2.00	Director	$0	$0	$0
CAROLYN WEYRICK	DIRECTOR	2.00	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	$484,396	$347,303	$2,704,700	$137,093
2024	No data	No data	No data	No data
2023	$377,465	$299,797	$2,300,445	$77,668
2022	$439,997	$281,293	$2,156,229	$158,704
2021	$644,079	$363,665	$2,364,711	$280,414
2020	$383,965	$476,802	$1,815,929	$-92,837
2019	$425,072	$304,135	$1,953,034	$120,937
2018	$351,779	$324,419	$1,830,850	$27,360