Rotary Club of Emerald City Foundation (EIN 911376207) - 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

1986

Legal Domicile

Phone

4254539192

Tax Period

2024-07-01 to 2025-06-30

Rotary Club of Emerald City Foundation, founded in 1986, is a micro nonprofit in the Community Improvement sector that reported $73K in total revenue in fiscal year 2024. Revenue surged 51% from the prior year, signaling strong growth momentum. Expenses of $71K left a modest 3% surplus.

Mission

Charitable Foundation - To assist educational needs of young people

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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 $42,777

Program Service Revenue $0

Investment Income $30,571

Other Revenue $0

TOTAL REVENUE $73,348

Expense Breakdown

Grants Paid $69,890

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $69,890

Other Expenses $1,095

TOTAL EXPENSES $70,985

Year-over-Year Comparison

	2024	2023	Change
Revenue	$73,348	$48,710	+0.5%
Expenses	$70,985	$90,209	-0.2%
Net Income	$2,363	$-41,499	-1.1%

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
Joel Peterson	Director	1.00	Director	$0	$0	$0
Marite Butner	Director	1.00	Director	$0	$0	$0
Shari Storm	Director	2.00	Director	$0	$0	$0
Tom Burley	Director	1.00	Director	$0	$0	$0
Peter Zatloukai	Director	1.00	Director	$0	$0	$0
Ken Battie	Director	1.00	Director	$0	$0	$0
Dan Wiebe	President	1.00	Officer	$0	$0	$0
Carol Coram	Secretary	2.00	Officer	$0	$0	$0
Frank Montgomery	Treasurer	2.00	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	$73,348	$70,985	$780,301	$2,363
2024	$48,710	$90,209	$843,430	$-41,499
2023	$78,694	$115,150	$803,206	$-36,456
2022	$75,895	$91,393	$809,019	$-15,498
2021	$114,726	$78,301	$964,345	$36,425
2020	$94,095	$51,316	$778,912	$42,779
2019	$71,301	$46,327	$758,357	$24,974

Rotary Club of Emerald City Foundation