GIG HARBOR ROTARY CHARITABLE FUND (EIN 274482172) - 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

2010

Legal Domicile

Principal Officer

ROBIN CALLAHAN

Phone

2535497009

Tax Period

2023-07-01 to 2024-06-30

GIG HARBOR ROTARY CHARITABLE FUND, founded in 2010, is a small nonprofit that reported $367K in total revenue in fiscal year 2023. Revenue surged 59% from the prior year, signaling strong growth momentum. Expenses of $355K left a modest 3% surplus.

Mission

TO FUND AND SUPPORT CHARITABLE PROJECTS WITHIN OUR ROTARY CLUB'S AREA OF SERVICE: EDUCATION, COMMUNITY, VOCATIONAL AND YOUTH.

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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 $289,468

Program Service Revenue $0

Investment Income $8,577

Other Revenue $68,568

TOTAL REVENUE $366,613

Expense Breakdown

Grants Paid $283,206

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $336,951

Other Expenses $71,664

TOTAL EXPENSES $354,870

Year-over-Year Comparison

	2023	2022	Change
Revenue	$366,613	$230,082	+0.6%
Expenses	$354,870	$264,842	+0.3%
Net Income	$11,743	$-34,760	-1.3%

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

134

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
ROBIN CALLAHAN	PRESIDENT	20.00	Officer Director	$0	$0	$0
LINDA GLEIN	SECRETARY	15.00	Officer Director	$0	$0	$0
GARY GLEIN	TREASURER	15.00	Officer Director	$0	$0	$0
RANDY SPITZER	PAST PRESIDENT	15.00	Officer Director	$0	$0	$0
BENJAMIN PAGANELLI	PRESIDENT - ELECT	15.00	Officer Director	$0	$0	$0
PAMELA PETERSON	TRUSTEE	5.00	Director	$0	$0	$0
JANICE MARTIN	TRUSTEE	5.00	Director	$0	$0	$0
GARRETH SCHNEIDER	TRUSTEE	5.00	Director	$0	$0	$0
GARY PELLET	TRUSTEE	5.00	Director	$0	$0	$0
TOM WATKINS	TRUSTEE	5.00	Director	$0	$0	$0
ROBERT RYAN	PRESIDENT-NOMINEE	15.00	Officer Director	$0	$0	$0
JILL GUERNSEY	TRUSTEE	5.00	Director	$0	$0	$0
TOM BORGEN	TRUSTEE	5.00	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
2024	$366,613	$354,870	No data	$11,743
2023	$230,082	$264,842	$372,781	$-34,760

GIG HARBOR ROTARY CHARITABLE FUND