ROTARY CLUB OF TACOMA

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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

1910

Legal Domicile

Principal Officer

CHRIS SERFACE

Phone

2534737723

Tax Period

2024-07-01 to 2025-06-30

ROTARY CLUB OF TACOMA, founded in 1910, is a small nonprofit that reported $189K in total revenue in fiscal year 2024. Revenue decreased 19% compared to the prior year. Expenses of $255K exceeded revenue, resulting in a 35% operating deficit.

Mission

PROVIDE HUMANITARIAN SERVICES THROUGH ETHICAL STANDARDS, GOODWILL, AND PEACE THROUGHOUT THE WORLD THROUGH FELLOWSHIP OF BUSINESS, PROFESSIONAL AND COMMUNITY LEADERS.

Program Service Accomplishments

Program 1

Expenses: $166,679 Revenue: $114,852

TO PROVIDE HUMANITARIAN SERVICES, ENCOURAGE HIGH ETHICAL STANDARDS IN ALL VOCATIONS, AND HELP BUILD GOODWILL AND PEACE THROUGHOUT THE WORLD THROUGH FELLOWSHIP OF BUSINESS, PROFESIONAL AND 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 (2024)

Revenue Breakdown

Contributions & Grants $73,132

Program Service Revenue $114,852

Investment Income $1,502

Other Revenue $0

TOTAL REVENUE $189,486

Expense Breakdown

Grants Paid $0

Salaries & Benefits $83,602

Fundraising Expenses $0

Program Expenses $166,679

Other Expenses $171,353

TOTAL EXPENSES $254,955

Year-over-Year Comparison

	2024	2023	Change
Revenue	$189,486	$233,463	-0.2%
Expenses	$254,955	$262,294	0.0%
Net Income	$-65,469	$-28,831	+1.3%

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

Volunteers

110

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

$72,385

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAVID SNYDER	CLUB ADMINISTRATOR	40.00	Officer	$69,005	$3,380	$72,385
CHRIS SERFACE	CLUB PRESIDENT	4.00	Officer Director	$0	$0	$0
WHITNEY GRISAFFI	PRESIDENT ELECT	2.00	Officer Director	$0	$0	$0
GREG ROLSMA	PAST PRESIDENT	4.00	Officer Director	$0	$0	$0
EMILY MENDEZ-BRYANT	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
DAN BOGART	TREASURER	4.00	Officer Director	$0	$0	$0
JOHN BAILEY	CLUB SECRETARY	2.00	Officer Director	$0	$0	$0
MIRIAM BARNETT	DIRECTOR	2.00	Director	$0	$0	$0
SHARON BENSEN	DIRECTOR	2.00	Director	$0	$0	$0
STEPHEN DEAL	DIRECTOR	2.00	Director	$0	$0	$0
BRENDA GASPER	DIRECTOR	2.00	Director	$0	$0	$0
COREY HJALSETH	DIRECTOR	2.00	Director	$0	$0	$0
LORI HARNICK	DIRECTOR	2.00	Director	$0	$0	$0
DEAN HANKS	DIRECTOR	2.00	Director	$0	$0	$0
RANDY KINNAMON	DIRECTOR	2.00	Director	$0	$0	$0
BARBARA WYATT	DIRECTOR	2.00	Director	$0	$0	$0
DAN WIRTH	DIRECTOR	2.00	Director	$0	$0	$0
JOY VIVAR-BEEKS	DIRECTOR	2.00	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	$189,486	$254,955	$87,167	$-65,469
2024	$233,463	$262,294	$144,260	$-28,831
2023	$312,533	$254,208	$171,826	$58,325
2022	$304,398	$232,956	$160,952	$71,442
2021	$196,714	$159,939	$193,316	$36,775
2020	$277,398	$242,071	$157,759	$35,327
2019	$256,147	$246,804	$136,959	$9,343
2018	$216,135	$222,438	$77,947	$-6,303