SEATTLE ROTARY SERVICE FOUNDATION

EIN: 910612120 501(c)(3) Community Improvement

Seattle, WA

Total Revenue
$460,976
Total Expenses
$375,114
Total Assets
$2,125,421
Net Assets
$2,125,421
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1940
Legal Domicile
WA
Principal Officer
CANDY J LEE
Phone
2066230023
Tax Period
2023-07-01 to 2024-06-30

SEATTLE ROTARY SERVICE FOUNDATION, founded in 1940, is a small nonprofit in the Community Improvement sector that reported $461K in total revenue in fiscal year 2023. Revenue decreased 20% compared to the prior year. The organization ran a surplus of $86K, a strong 19% operating margin.

Mission

THE MISSION OF THE SEATTLE ROTARY SERVICE FOUNDATION IS TO RAISE, STEWARD, AND DISTRIBUTE FUNDS IN SUPPORT OF THE SERVICE ACTIVITIES OF THE ROTARY CLUB OF SEATTLE.

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $422,599
Program Service Revenue $0
Investment Income $38,377
Other Revenue $0
TOTAL REVENUE $460,976

Expense Breakdown

Grants Paid $311,422
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $311,422
Other Expenses $63,692
TOTAL EXPENSES $375,114

Year-over-Year Comparison

2023 2022 Change
Revenue $460,976 $572,982 -0.2%
Expenses $375,114 $499,758 -0.2%
Net Income $85,862 $73,224 +0.2%
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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Governance

Voting Members
15
Independent Members
15
Employees
N/A
Volunteers
285

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
0
$0
Total Directors
14
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
CANDY LEE Treasurer 4.00
Director
$0 $0 $0
SUE MCNAB Trustee 3.00
Director
$0 $0 $0
ANNA LIOTTA Trustee 1.00
Director
$0 $0 $0
DAVID WOODWARD Trustee 1.00
Director
$0 $0 $0
LILLIAN SHERMAN Trustee 1.00
Director
$0 $0 $0
JIM STEVENS Trustee 1.00
Director
$0 $0 $0
NICK ANDERSON Trustee 1.00
Director
$0 $0 $0
KEVIN CRANE Trustee 1.00
Director
$0 $0 $0
TONY CHEN Trustee 2.00
Director
$0 $0 $0
VICKEY OXLEY Trustee 3.00
Director
$0 $0 $0
ROBYN GRAD Secretary 1.00
Director
$0 $0 $0
SARAH WEAVER President 4.00
Director
$0 $0 $0
ERIC CHRISTIANSEN Trustee 1.00
Director
$0 $0 $0
LORI WALKER Trustee 1.00
Director
$0 $0 $0
ALVARO JIMENEZ TRUSTEE 0.00
$0 $0 $0
LAURA REHRMANN TRUSTEE 0.00
$0 $0 $0
CRYSTI CHEN TRUSTEE 0.00
$0 $0 $0
TIFFANY LEWIS TRUSTEE 0.00
$0 $0 $0
FRANCES WALKER TRUSTEE 0.00
$0 $0 $0
ALAN BERGEN TRUSTEE 0.00
$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 No data No data No data No data
2024 $460,976 $375,114 $2,125,421 $85,862
2023 $572,982 $499,758 $1,889,904 $73,224
2022 $798,230 $386,799 $1,712,822 $411,431
2021 $761,397 $795,211 $1,574,185 $-33,814
2020 $687,293 $542,030 $1,354,236 $145,263
2019 $435,546 $510,067 $1,222,688 $-74,521
2018 $389,264 $292,892 $1,271,387 $96,372
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