ROTARY CLUB OF PUYALLUP SOUTH HILL CHARITIES FUNDS (EIN 363982178) - 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

1983

Legal Domicile

Principal Officer

DOUG OLMSTEAD

Phone

2536044804

Tax Period

2022-07-01 to 2023-06-30

ROTARY CLUB OF PUYALLUP SOUTH HILL CHARITIES FUNDS, founded in 1983, is a micro nonprofit in the Community Improvement sector that reported $39K in total revenue in fiscal year 2022. Net assets of $494K represent 151 months of operating reserves.

Mission

THE PUYALLUP SOUTH HILL ROTARY BRINGS BUSINESS AND COMMUNITY LEADERS TOGETHER TO HAVE FUN, AND BUILD GOODWILL IN THE LOCAL COMMUNITY.

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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 (2022)

Revenue Breakdown

Contributions & Grants $34,731

Program Service Revenue $14,935

Investment Income $768

Other Revenue $-11,186

TOTAL REVENUE $39,248

Expense Breakdown

Grants Paid $27,400

Salaries & Benefits $0

Fundraising Expenses $2,142

Program Expenses $40,761

Other Expenses $15,503

TOTAL EXPENSES $42,903

Year-over-Year Comparison

	2022	2021	Change
Revenue	$39,248	N/A	N/A
Expenses	$42,903	$10,303	+3.2%
Net Income	$-3,655	$-10,303	-0.6%

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
ELIZABETH AGGBY	PAST PRESIDE	N/A	Officer	$0	$0	$0
JEFF LIERUANCE	CORRESPONDEN	N/A	Officer	$0	$0	$0
STEVE MARTINEZ	REPORTING TR	N/A	Officer	$0	$0	$0
DOUG OLMSTEAD	PRESIDENT	N/A	Officer	$0	$0	$0
JOHN RODENBERG	BANKING TREA	N/A	Officer	$0	$0	$0
JIM SHEPHERD	PRESIDENT EL	N/A	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	No data	No data	No data	No data
2023	$39,248	$42,903	$497,689	$-3,655
2022	$156,746	$199,011	$498,231	$-42,265
2021	$66,822	$46,775	$541,213	$20,047
2020	$116,829	$136,109	$520,866	$-19,280
2019	$49,548	$76,166	$539,619	$-26,618
2018	$111,867	$70,855	$564,958	$41,012

ROTARY CLUB OF PUYALLUP SOUTH HILL CHARITIES FUNDS