BREMERTON ROTARY FOUNDATION (EIN 911228395) - 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

DENNIS TREGER

Phone

5094382141

Tax Period

2024-07-01 to 2025-06-30

BREMERTON ROTARY FOUNDATION, founded in 1983, is a micro nonprofit that reported $35K in total revenue in fiscal year 2024. Revenue surged 3827% from the prior year, signaling strong growth momentum. Expenses of $122K exceeded revenue, resulting in a 247% operating deficit.

Mission

COMMUNITY SERVICE: THE FOUNDATION PROVIDES GRANTS TO COMMUNITY WELFARE AGENCIES, SCHOLARSHIPS TO HIGH SCHOOL STUDENTS,& INTERNATIONAL GRANTS

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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 $6,195

Program Service Revenue $0

Investment Income $-35,928

Other Revenue $64,837

TOTAL REVENUE $35,104

Expense Breakdown

Grants Paid $113,059

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $113,059

Other Expenses $8,607

TOTAL EXPENSES $121,666

Year-over-Year Comparison

	2024	2023	Change
Revenue	$35,104	$894	+38.3%
Expenses	$121,666	$100,621	+0.2%
Net Income	$-86,562	$-99,727	-0.1%

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

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
GEOFF PENTZ	PRESIDENT	2.00	Officer Director	$0	$0	$0
KAREN SAWYER-MEEHAN	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
DENNIS TREGER	SEC-TREASURER	2.00	Officer Director	$0	$0	$0
MARIN SOLACE	DIRECTOR	1.00	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	$35,104	$121,666	$1,498,718	$-86,562
2024	$894	$100,621	$1,371,124	$-99,727
2023	$51,505	$113,077	$1,322,383	$-61,572
2022	$141,923	$76,710	$1,198,738	$65,213
2021	$962,920	$41,632	$1,763,299	$921,288
2020	$15,368	$27,236	$842,011	$-11,868
2019	$124,374	$73,729	$853,879	$50,645
2018	$140,267	$73,067	$803,234	$67,200

BREMERTON ROTARY FOUNDATION