SEATTLE ROTARY SERVICE 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

1940

Legal Domicile

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.

Program Service Accomplishments

Program 1

Expenses: $138,799

OTHER PROGRAM SERVICES: HARVEST AGAINST HUNGER, SHELTER BOX IN SUPPORT OF UKRAINE, CONSUMER EDUCATION & TRAINING SERVICES, WASHINGTON BUILDING LEADERS OF CHANGE, KUMASI GHANA WASH PROJECT, CHIANG MAI CHILDRENS WATER SAFETY PROGRAM, ROLL-A-HIPPO FOUNDATION 1000 SURVIVAL GARDEN KITS PROJECT, GIFT OF LIFE PROGRAM OF THE MAKATI WEST, SENGAL MALARA GRANT #3, AWARENESS & PREVENTION OF CERVICAL CANCER IN BOLIVIA, DOLLY PARTON IMAGINATION LIBRARY PROGRAM, LITERACY AWARENESS EVENT, ROCK THE PARK PROJECT, FARESTART FOR HUNGER RELIEF, WELLSPRING STORE TOTES, OXBOW FARM (FRANK WAGNER SENSORY GARDEN), NATUREBRIDGE (SCIENTIFIC INSTRUMENTS AT OLYMPIC ROAD COMPANY), ROTARY INT'L PEACE INITIATIVE , WORLD WITHOUT HATE (EMPATHY AMBASSADORS PROGRAM).

Program 2

Expenses: $100,000

COMMUINITY IMPACT GRANT TO THE PIKE PLACE MARKET FOOD ACCESS PROGRAM

Program 3

Expenses: $72,623

YOUTH PROGRAMS: ROTARY BOY'S & GIRLS CLUB: MISC PROJECT: SCHOOL SUPPLIES, ATTENDANCE & EDUCATIONAL SCHOLARSHIPS, HEALTHY FOOD PROGRAMS, AND MAINTENANCE DAY SUPPLIES. EXPENSES $39,023, GRANTS $39,023. EDUCATION SCHOLARSHIP PROGRAM: SRSF, IN PARTNERSHIP WITH UNITED NEGRO COLLEGE FUND, PROVIDED SCHOLARSHIP PROGRAMS TO 12 STUDENTS IN FISCAL YEAR 2024. THE PROGRAM IS FACILITATED BY EXPERTS ON TOPCIS SUCH AS PREPARING THE COLLEGE ESSAY, COMPLETING SCHOLARSHIP APPLICATIONS AND FINANCIAL AID FORMS, A $2,500 SCHOLARSHIP IS PROVIDED FOR EACH STUDENT. EXPENSES $33,600, GRANTS $33,600.

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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 (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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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

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

Total Directors

Key Employees

Highest Compensated

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