GIG HARBOR ROTARY FOUNDATION (EIN 911447031) - 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

1989

Legal Domicile

Principal Officer

TOM STANFIELD

Phone

2535143840

Tax Period

2023-07-01 to 2024-06-30

GIG HARBOR ROTARY FOUNDATION, founded in 1989, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $423K in total revenue in fiscal year 2023. Revenue surged 143% from the prior year, signaling strong growth momentum. The organization ran a surplus of $345K, a strong 82% operating margin.

Mission

TO FUND AND SUPPORT CHARITABLE PROJECTS WITHIN OUR ROTARY CLUB'S AREAS OF SERVICE: EDUCATION, COMMUNITY, VOCATIONAL AND YOUTH.

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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 (2023)

Revenue Breakdown

Contributions & Grants $13,830

Program Service Revenue $0

Investment Income $89,871

Other Revenue $318,995

TOTAL REVENUE $422,696

Expense Breakdown

Grants Paid $60,422

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $60,422

Other Expenses $17,759

TOTAL EXPENSES $78,181

Year-over-Year Comparison

	2023	2022	Change
Revenue	$422,696	$173,989	+1.4%
Expenses	$78,181	$147,954	-0.5%
Net Income	$344,515	$26,035	+12.2%

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
TOM STANFIELD	PRESIDENT	0.50	Officer Director	$0	$0	$0
LINDA D GLEIN	TREASURER	0.50	Officer Director	$0	$0	$0
JILL GUERNSEY	SECRETARY	0.50	Officer Director	$0	$0	$0
MARK RIECK	VICE PRESIDENT	0.50	Officer Director	$0	$0	$0
BRIAN BUSKIRK	MEMBER	0.50	Director	$0	$0	$0
JENNIFER GARD	MEMBER	0.50	Director	$0	$0	$0
KELLY LANE	MEMBER	0.50	Director	$0	$0	$0
ROBERT MARTIN	MEMBER	0.50	Director	$0	$0	$0
GARY PARKER	MEMBER	0.50	Director	$0	$0	$0
RON ROBERTS	MEMBER	0.50	Director	$0	$0	$0
TIMOTHY TOERBER	MEMBER	0.50	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	No data	No data	No data	No data
2024	$422,696	$78,181	$3,970,865	$344,515
2023	$173,989	$147,954	$3,450,927	$26,035
2022	$362,677	$96,978	$3,231,745	$265,699
2021	$116,082	$105,273	$3,834,422	$10,809
2020	$1,028,102	$79,575	$3,250,485	$948,527
2019	$198,399	$65,835	$2,154,334	$132,564

GIG HARBOR ROTARY FOUNDATION