Lake Forest Park Rotary Charitable Found (EIN 861129290) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2005

Legal Domicile

Principal Officer

Allison Reagan

Phone

2064655980

Tax Period

2024-07-01 to 2025-06-30

Lake Forest Park Rotary Charitable Found, founded in 2005, is a small nonprofit in the Human Services sector that reported $196K in total revenue in fiscal year 2024. Revenue surged 56% from the prior year, signaling strong growth momentum. Expenses of $185K left a modest 6% surplus.

Mission

Lake Forest Park Rotary Charitable Foundation's mission is to support initiatives to improve the lives of King County citizens. They extend their aid on both a regional and national level during emergencies. Additionaly,they align with Rotary International's projects. The foundation actively contributes to community service, particularly by providing food assistance to local families in partnership with charitable organizations like Market Bucks and Popy's Cafe.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $126,778

Program Service Revenue $0

Investment Income $0

Other Revenue $69,270

TOTAL REVENUE $196,048

Expense Breakdown

Grants Paid $174,509

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $174,509

Other Expenses $10,145

TOTAL EXPENSES $184,654

Year-over-Year Comparison

	2024	2023	Change
Revenue	$196,048	$125,500	+0.6%
Expenses	$184,654	$106,955	+0.7%
Net Income	$11,394	$18,545	-0.4%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✓ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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
Paul McMurry	President	1.00	Officer Director	$0	$0	$0
Claire Conway	Secretary	1.00	Officer Director	$0	$0	$0
Allison Reagan	Treasurer	5.00	Officer Director	$0	$0	$0
Darlene Zulauf	Trustee	1.00	Director	$0	$0	$0
Mary Starkebaum	Trustee	1.00	Director	$0	$0	$0
Heidi Shepherd	Trustee	1.00	Director	$0	$0	$0
Jill Brady	Trustee	1.00	Director	$0	$0	$0
Terry Smith	Vice President	1.00	Officer 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	$196,048	$184,654	$114,990	$11,394

Lake Forest Park Rotary Charitable Found