Celebrity Waiters Luncheon (EIN 460777845) - 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

2012

Legal Domicile

Principal Officer

Bobbie Allen

Phone

2063108919

Tax Period

2023-09-01 to 2024-08-31

Celebrity Waiters Luncheon, founded in 2012, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $442K in total revenue in fiscal year 2023. Revenue decreased 16% compared to the prior year. Expenses of $487K exceeded revenue, resulting in a 10% operating deficit.

Mission

Assist local Puget Sound health, human services, and educational programs.

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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 $454,244

Program Service Revenue $0

Investment Income $0

Other Revenue $-12,352

TOTAL REVENUE $441,892

Expense Breakdown

Grants Paid $390,200

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $390,200

Other Expenses $96,798

TOTAL EXPENSES $486,998

Year-over-Year Comparison

	2023	2022	Change
Revenue	$441,892	$526,567	-0.2%
Expenses	$486,998	$509,030	0.0%
Net Income	$-45,106	$17,537	-3.6%

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

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
Beth Nagy	President	1.00	Officer Director	$0	$0	$0
Sam Baker	Vice President	1.00	Officer Director	$0	$0	$0
Bobbie Allen	Treasurer	1.00	Officer Director	$0	$0	$0
Christy Hentges	Secretary	1.00	Officer Director	$0	$0	$0
Dave Hill	Chair	1.00	Officer Director	$0	$0	$0
Gene Juarez	Chair Emeritus	1.00	Officer Director	$0	$0	$0
John Hlebica	Director	1.00	Director	$0	$0	$0
Kathy Hlebica	Director	1.00	Director	$0	$0	$0
Jay Ackley	Director	1.00	Director	$0	$0	$0
Marie Durflinger	Director	1.00	Director	$0	$0	$0
Jennifer Harnish	Director	1.00	Director	$0	$0	$0
Gary McLean	Director	1.00	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	$441,892	$486,998	$466,615	$-45,106
2023	$526,567	$509,030	$204,477	$17,537
2022	$374,528	$376,607	$186,940	$-2,079
2021	$414,130	$402,463	$189,019	$11,667
2020	$68,075	$73,782	$177,352	$-5,707
2019	$186,747	$194,969	$181,567	$-8,222
2018	$196,657	$191,702	$189,789	$4,955

Celebrity Waiters Luncheon