Olympia Rotary 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

1982

Legal Domicile

Principal Officer

Sarah Clinton

Tax Period

2024-07-01 to 2025-06-30

Olympia Rotary Foundation, founded in 1982, is a small nonprofit in the Community Improvement sector that reported $180K in total revenue in fiscal year 2024. Revenue surged 36% from the prior year, signaling strong growth momentum. The organization ran a surplus of $67K, a strong 37% operating margin.

Mission

Human, Community and World Development with Emphasis on Youth

Program Service Accomplishments

Program 1

Expenses: $63,318

Human Development Projects for various charitable organizations including Community Artwork Project to commemorate Olympia Rotary Clubs one hundred years of service to the community

Program 2

Expenses: $36,323

Provide Scholarships funding to Olympia Rotary Club for Rotary Youth Exchange program

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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 $81,414

Program Service Revenue $0

Investment Income $85,553

Other Revenue $12,599

TOTAL REVENUE $179,566

Expense Breakdown

Grants Paid $99,641

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $99,641

Other Expenses $13,233

TOTAL EXPENSES $112,874

Year-over-Year Comparison

	2024	2023	Change
Revenue	$179,566	$132,514	+0.4%
Expenses	$112,874	$169,346	-0.3%
Net Income	$66,692	$-36,832	-2.8%

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

N/A

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
Barbara Barney	Director	1.00	Director	$0	$0	$0
Whitney Holm	Director	1.00	Director	$0	$0	$0
Cecelia Lovelace	Director	1.00	Director	$0	$0	$0
Joe Scuderi	Director	1.00	Director	$0	$0	$0
Corrina Phillips	Director	1.00	Director	$0	$0	$0
Skip Steffen	Director	1.00	Director	$0	$0	$0
Mark Elliot	Director	1.00	Director	$0	$0	$0
Micki Holden-Cooper	Director	1.00	Director	$0	$0	$0
Laurie Tebo	Director	1.00	Director	$0	$0	$0
Sarah Clinton	Chair	1.00	Officer	$0	$0	$0
Sean Padget	Vice Chair	1.00	Officer	$0	$0	$0
Lynn Wofford	Treasurer	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
2025	$179,566	$112,874	$1,438,457	$66,692
2024	$132,514	$169,346	$1,330,376	$-36,832
2023	$304,967	$113,995	$1,272,882	$190,972
2022	$179,243	$450,103	$1,088,909	$-270,860
2021	$368,437	$125,215	$1,352,769	$243,222
2019	$92,855	$63,150	$1,237,910	$29,705
2018	$105,391	$63,181	$1,251,100	$42,210