SAMMAMISH ROTARY FOUNDATION

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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

2003

Legal Domicile

Principal Officer

STEVE BOZICK

Phone

6264226300

Tax Period

2019-07-01 to 2020-06-30

SAMMAMISH ROTARY FOUNDATION, founded in 2003, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $134K in total revenue in fiscal year 2019. Revenue fell 30% from the prior year — a significant decline worth monitoring. Expenses of $205K exceeded revenue, resulting in a 53% operating deficit.

Mission

TO ALLEVIATE SUFFERING AND ENCOURAGE HEALTH AND WELFARE INTERNATIONALLY, AND PROVIDE SUPPORT AND ASSISTANCE TO THE STUDENTS AND CITIZENS OF OUR COMMUNITY.

Program Service Accomplishments

Program 1

Expenses: $66,476

COMMUNITY SERVICE: GRANTS MADE FOR BETTERING THE CONDITIONS OF OUR COMMUNITY. AWARDS INCLUDE DISTRICT 5030, ISSAQUAH FOOD BANK, LIFE ENRICHMENT OPTIONS, ISSAQUAH SCHOOOL DISTRICT, YMCA, HARVEST FOR HUNGER, HOPELINK, FOOD FOR STUDENTS,ATHLETES FOR KIDS,ATTAIN HOUSING, ISSAQUAH COMMUNITY SERVICE, EASTSIDE BABY CORNER, HOPE FESTIVAL, EASTSIDE FRIENDS OF SENIORS, ST. MAGDELINE PARISH, ST. VICENT DE PAUL, YOUTH EASTSIDE SERVICES, OTHER COMMUNITY ROTARY AND KIWANIS CLUB PROJECTS, ETC.

Program 2

Expenses: $11,383

VOCATIONAL SERVICE: GRANTS MADE FOR ENCOURAGING STUDENT SCHOLASTIC ACHIEVEMENTS AND SOCIAL DEVELOPMENT. EXAMPLES ARE SCHOLARSHIPS TO UNIVERSITIES AND COLLEGES FOR STUDENTS, STUDENT RECOGNITION...

VOCATIONAL SERVICE: GRANTS MADE FOR ENCOURAGING STUDENT SCHOLASTIC ACHIEVEMENTS AND SOCIAL DEVELOPMENT. EXAMPLES ARE SCHOLARSHIPS TO UNIVERSITIES AND COLLEGES FOR STUDENTS, STUDENT RECOGNITION AWARDS, CIVIC EXPERIENCES FOR STUDENTS, AND CHARACTER DEVELOPMENT SEMINARS.

Program 3

Expenses: $114,974

INTERNATIONAL SERVICE: GRANTS MADE TO PROMOTE GOODWILL AND FRIENDSHIP BETWEEN COUNTRIES THROUGH JOINT PROJECTS WITH OTHER ROTARY CLUBS. THE PROJECTS WERE AN AGRICULTURAL PROJECT USING DRIP...

INTERNATIONAL SERVICE: GRANTS MADE TO PROMOTE GOODWILL AND FRIENDSHIP BETWEEN COUNTRIES THROUGH JOINT PROJECTS WITH OTHER ROTARY CLUBS. THE PROJECTS WERE AN AGRICULTURAL PROJECT USING DRIP IRRIGATION, A WATER PROJECT AND OTHER HEALTH CLINIC RELATED ENDEAVORS.

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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 (2019)

Revenue Breakdown

Contributions & Grants $3,404

Program Service Revenue $0

Investment Income $0

Other Revenue $130,303

TOTAL REVENUE $133,707

Expense Breakdown

Grants Paid $203,488

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $203,488

Other Expenses $1,082

TOTAL EXPENSES $204,570

Year-over-Year Comparison

	2019	2018	Change
Revenue	$133,707	$190,941	-0.3%
Expenses	$204,570	$114,956	+0.8%
Net Income	$-70,863	$75,985	-1.9%

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

100

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
STEVE BOZICK	TREASURER	1.00	Officer Director	$0	$0	$0
VAGNER ANDRADE	SECRETARY	1.00	Officer Director	$0	$0	$0
STEVE DANZEY	CHAIR/PRESIDENT	1.00	Officer Director	$0	$0	$0
LISA KENNEDY	NON-PAID DEVELOPMENT DIREC	1.00	Officer Director	$0	$0	$0
PAUL PATTERSON	TRUSTEE	0.00	Director	$0	$0	$0
RAM DUTT	TRUSTEE	0.00	Director	$0	$0	$0
MARDIE RHODES	TRUSTEE	0.00	Director	$0	$0	$0
RAMIRO VALDERRAMA	TRUSTEE	0.00	Director	$0	$0	$0
GARY TORNQUIST	TRUSTEE	0.00	Director	$0	$0	$0
CLINT SCOTT	TRUSTEE	0.00	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
2020	$133,707	$204,570	$325,127	$-70,863
2019	$190,941	$114,956	$307,490	$75,985
2018	$179,002	$147,719	$260,358	$31,283