BELLINGHAM BAY ROTARY CLUB (EIN 911158921) - Form 990 Financial Analysis & Trantor Score

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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

1974

Legal Domicile

Phone

3606718181

Tax Period

2020-07-01 to 2021-06-30

BELLINGHAM BAY ROTARY CLUB, founded in 1974, is a micro nonprofit that reported $32K in total revenue in fiscal year 2020. Revenue fell 43% from the prior year — a significant decline worth monitoring. Expenses of $45K exceeded revenue, resulting in a 40% operating deficit.

Mission

BELLINGHAM BAY ROTARY CLUB'S MISSION IS TO CARRY OUT ROTARY INTERNATIONAL'S MISSION IN OUR 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 (2020)

Revenue Breakdown

Contributions & Grants $17,479

Program Service Revenue $0

Investment Income $12

Other Revenue $14,671

TOTAL REVENUE $32,162

Expense Breakdown

Grants Paid $31,997

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $31,997

Other Expenses $13,063

TOTAL EXPENSES $45,060

Year-over-Year Comparison

	2020	2019	Change
Revenue	$32,162	$56,544	-0.4%
Expenses	$45,060	$95,850	-0.5%
Net Income	$-12,898	$-39,306	-0.7%

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

N/A

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
CARLYE GILLESPIE	Treasurer	0.00	Director	$0	$0	$0
LESA FERGUSON	PROGRAM CHAIR	0.00	Director	$0	$0	$0
LANCE CALLOWAY	PRESIDENT ELECT	0.00	Director	$0	$0	$0
STEVE BERINGER	Director	0.00	Director	$0	$0	$0
IAN MCCURDY	Director	0.00	Director	$0	$0	$0
ERIKA BUSE	Director	0.00	Director	$0	$0	$0
SEAN STIMAC	Director	0.00	Director	$0	$0	$0
TRESHA DUTTON	Secretary	2.00	Officer	$0	$0	$0
MIKE BATES	President	0.00	Officer	$0	$0	$0
BRAD CORNWELL	PAST PRESIDENT	1.00	Officer	$0	$0	$0
TONY FREELAND	Director	1.00	Officer	$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
2021	$32,162	$45,060	$57,777	$-12,898
2020	$56,544	$95,850	$70,675	$-39,306
2019	$117,900	$123,027	$109,981	$-5,127

BELLINGHAM BAY ROTARY CLUB