ROE FOUNDATION CHARITABLE TRUST (EIN 911205793) - 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

1983

Legal Domicile

Principal Officer

SUSAN GRINDLE

Tax Period

2025-01-01 to 2025-12-31

ROE FOUNDATION CHARITABLE TRUST, founded in 1983, is a micro nonprofit that reported $66K in total revenue in fiscal year 2025. The organization ran a surplus of $64K, a strong 96% operating margin.

Mission

PROVIDES GRANTS TO COMMUNITY ACTION AGENCIES IN THE STATE OF WASHINGTON WHO PROVIDE GRANTS TO POOR AND DISTRESSED SENIOR CITIZENS IN THE STATE OF WASHINGTON

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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 (2025)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $66,113

Other Revenue $0

TOTAL REVENUE $66,113

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $2,442

TOTAL EXPENSES $2,442

Year-over-Year Comparison

	2025	2024	Change
Revenue	$66,113	$64,370	+0.0%
Expenses	$2,442	$32,195	-0.9%
Net Income	$63,671	$32,175	+1.0%

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
SUSAN GRINDLE	Chairman	2.00	Director	$0	$0	$0
GREGORY G KNIGHT	VICE CHAIR	0.00	Director	$0	$0	$0
MEGAN BROWN	Director	0.00	Director	$0	$0	$0
GAYNOR EDWARDS	Director	0.00	Director	$0	$0	$0
RYAN BERENDSEN	Director	0.00	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	$66,113	$2,442	$813,869	$63,671
2024	$64,370	$32,195	$750,198	$32,175
2023	$42,675	$32,076	$718,023	$10,599
2022	$34,613	$2,613	$707,424	$32,000
2021	$58,146	$76,249	$675,424	$-18,103
2020	$52,107	$28,016	$693,527	$24,091
2019	$82,712	$52,637	$669,436	$30,075
2018	$65,680	$81,485	$639,361	$-15,805

ROE FOUNDATION CHARITABLE TRUST