THE ROTARY CLUB OF LAKEWOOD WA CHARITABLE CLUB

EIN: 260427221 501(c)(3) Philanthropy & Grantmaking

LAKEWOOD, WA

Total Revenue
$198,055
Total Expenses
$189,187
Total Assets
$179,866
Net Assets
$179,713
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2008
Legal Domicile
WA
Tax Period
2023-07-01 to 2024-06-30

THE ROTARY CLUB OF LAKEWOOD WA CHARITABLE CLUB, founded in 2008, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $198K in total revenue in fiscal year 2023. Revenue decreased 18% compared to the prior year. Expenses of $189K left a modest 4% surplus.

Mission

THE MISSON OF ROTARY CLUB OF LAKEWOOD IS TO PROVIDE SERVICE TO OTHERS AND TO PROMOTE INTEGRITY AND ADVANCE WORLD UNDERSTANDING GOODWILL AND PEACE THOUGH ITS FELLOWSHIP OF BUSINESS PROFESSIONAL AND COMMUNITY LEADERS.

Program Service Accomplishments

Program 1
Expenses: $95,063

COMMUNITY SERVICES INCLUDE COURAGE CLASSIC, COMMUNITY CONCERNS, PUFFIN PROJECT, LAKEWOOD FOUNDATION, MILITARY APPRECIATION, PARTNERS FOR ROTARY, DISTRICT SIMPLIFIED GRANT, LITTLE FREE PANTRY EXPENSE...

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COMMUNITY SERVICES INCLUDE COURAGE CLASSIC, COMMUNITY CONCERNS, PUFFIN PROJECT, LAKEWOOD FOUNDATION, MILITARY APPRECIATION, PARTNERS FOR ROTARY, DISTRICT SIMPLIFIED GRANT, LITTLE FREE PANTRY EXPENSE, PARTNER IN ROTARY, AND MAJOR PROJECT FOR LAKEWOOD PARKS.

Program 2
Expenses: $33,898

INTERNATIONAL SERVICES AND WORLD AFFAIR CONFERENCE

Program 3
Expenses: $26,585 Revenue: $31,529

DONATIONS RECEIVED FROM MEMBERS THEN PAID TO ROTARY INTERNATIONAL CHARITABLE FOUNDATION DESIGNATED FOR POLIO PLUS

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $116,417
Program Service Revenue $0
Investment Income $32
Other Revenue $81,606
TOTAL REVENUE $198,055

Expense Breakdown

Grants Paid $177,882
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $177,882
Other Expenses $11,305
TOTAL EXPENSES $189,187

Year-over-Year Comparison

2023 2022 Change
Revenue $198,055 $241,948 -0.2%
Expenses $189,187 $208,598 -0.1%
Net Income $8,868 $33,350 -0.7%
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

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Liquidity & Cash Position

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Governance

Voting Members
11
Independent Members
11
Employees
N/A
Volunteers
75

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
4
$0
Total Directors
7
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
LINDA VAUGHT DISNEY DIRECTOR 2.00
Director
$0 $0 $0
CONNIE JEAN COLEMAN LACADIE DIRECTOR 2.00
Director
$0 $0 $0
JASON WHALEN PAST PRESIDENT 2.00
Director
$0 $0 $0
ROBERT MARTIN DIRECTOR 2.00
Director
$0 $0 $0
JAMES OSUNDWA DIRECTOR 2.00
Director
$0 $0 $0
THOMAS GEORGE DIRECTOR 2.00
Director
$0 $0 $0
BARLOW BUESCHER DIRECTOR 2.00
Director
$0 $0 $0
MARY HORN PRESIDENT 18.00
Officer
$0 $0 $0
CARL BRONKEMA VICE PRESIDENT 2.00
Officer
$0 $0 $0
JOHN LOWNEY TREASURER 3.00
Officer
$0 $0 $0
GREG REDISKE SECRETARY 2.00
Officer
$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 $198,055 $189,187 $179,866 $8,868
2023 $241,948 $208,598 $171,494 $33,350
2022 $143,889 $137,092 $137,863 $6,797
2021 $146,586 $153,262 $136,882 $-6,676
2020 $148,837 $141,799 $137,799 $7,038
2019 $145,606 $242,068 $130,477 $-96,462
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