THE ROTARY CLUB OF LAKEWOOD WA CHARITABLE CLUB (EIN 260427221) - 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

2008

Legal Domicile

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.

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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 $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

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
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

THE ROTARY CLUB OF LAKEWOOD WA CHARITABLE CLUB