SEDRO WOOLLEY ROTARY FOUNDATION (EIN 461925883) - 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

RUTH RICHARDSON

Phone

3607085454

Tax Period

2024-07-01 to 2025-06-30

SEDRO WOOLLEY ROTARY FOUNDATION, founded in 2012, is a small nonprofit in the Human Services sector that reported $232K in total revenue in fiscal year 2024. Revenue surged 23% from the prior year, signaling strong growth momentum. Expenses of $328K exceeded revenue, resulting in a 41% operating deficit.

Mission

CONTRIBUTE TO YOUTH PROGRAMS, COMMUNITY CAPITAL IMPROVEMENTS, AND ROTARY WORLD UNDERSTANDING PROJECTS.

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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 (2024)

Revenue Breakdown

Contributions & Grants $30,027

Program Service Revenue $0

Investment Income $130

Other Revenue $202,223

TOTAL REVENUE $232,380

Expense Breakdown

Grants Paid $47,929

Salaries & Benefits $0

Fundraising Expenses $55,851

Program Expenses $271,303

Other Expenses $277,916

TOTAL EXPENSES $327,745

Year-over-Year Comparison

	2024	2023	Change
Revenue	$232,380	$188,855	+0.2%
Expenses	$327,745	$134,821	+1.4%
Net Income	$-95,365	$54,034	-2.8%

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
RUTH RICHARDSON	PRESIDENT	2.00	Officer Director	$0	$0	$0
LIN TUCKER	PRESIDENT EL	2.00	Officer Director	$0	$0	$0
KRISTINE KILCUP	PAST PRESIDE	2.00	Officer Director	$0	$0	$0
SHEENA BURNS	SECRETARY	2.00	Officer Director	$0	$0	$0
STEVE HUGGINS	TREASURER	2.00	Officer Director	$0	$0	$0
CHRISTINA TRADER	DIRECTOR	1.00	Director	$0	$0	$0
SAMANTHA STORMONT	DIRECTOR	1.00	Director	$0	$0	$0
REBECCA SKRINDE	DIRECTOR	1.00	Director	$0	$0	$0
TRAVIS HUISMAN	DIRECTOR	1.00	Director	$0	$0	$0
ELLEN SCHWEIGERT	DIRECTOR	1.00	Director	$0	$0	$0
TEAK MARTIN	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
2025	$232,380	$327,745	$335,051	$-95,365
2024	$188,855	$134,821	$430,416	$54,034
2023	$333,644	$246,550	$376,382	$87,094
2022	$486,680	$305,257	$377,139	$181,423
2021	$322,419	$280,164	$195,716	$42,255
2020	$144,008	$338,619	$153,461	$-194,611
2019	$300,642	$269,028	$348,072	$31,614

SEDRO WOOLLEY ROTARY FOUNDATION