BELLEVUE BREAKFAST ROTARY CLUB FOUNDATION (EIN 911465118) - 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

2002

Principal Officer

SHELDON SWEENEY

Phone

4257474592

Tax Period

2024-07-01 to 2025-06-30

BELLEVUE BREAKFAST ROTARY CLUB FOUNDATION, founded in 2002, is a small nonprofit in the Community Improvement sector that reported $253K in total revenue in fiscal year 2024. Net assets of $855K represent 41 months of operating reserves.

Mission

THE FOUNDATION'S MISSION IS TO PROVIDE SUPPORT FOR CHARITABLE, EDUCATIONAL AND HEALTH BASED PURPOSES BOTH LOCALLY AND INTERNATIONALLY BY RAISING AND DISBURSING FUNDS TO THOSE IN NEED AND PROVIDING FUNDS AND VOLUNTEER SUPPORT FOR HANDS ON PROJECTS.

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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 $136,165

Program Service Revenue $0

Investment Income $39,775

Other Revenue $77,370

TOTAL REVENUE $253,310

Expense Breakdown

Grants Paid $250,268

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $250,268

Other Expenses $11,815

TOTAL EXPENSES $262,083

Year-over-Year Comparison

	2024	2023	Change
Revenue	$253,310	$251,269	+0.0%
Expenses	$262,083	$275,255	0.0%
Net Income	$-8,773	$-23,986	-0.6%

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
MARGIE BURNETT	TREASURER	2.00	Officer	$0	$0	$0
KEVIN KLUSTNER	PRESIDENT-EL	2.00	Officer	$0	$0	$0
RUBEN LADLAD	PAST-PRESIDE	2.00	Officer	$0	$0	$0
KENDRA RYCHLICK-TAYLOR	SECRETARY	2.00	Officer	$0	$0	$0
SHELDON SWEENEY	PRESIDNT	5.00	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	$253,310	$262,083	$873,447	$-8,773
2024	$251,269	$275,255	$853,603	$-23,986
2023	$237,733	$246,815	$818,922	$-9,082
2022	$142,105	$154,978	$775,806	$-12,873
2021	$255,982	$151,713	$901,113	$104,269
2021	$255,982	$151,713	$901,113	$104,269
2020	$193,391	$230,046	$684,783	$-36,655
2019	$134,741	$143,084	$696,115	$-8,343
2018	$149,888	$137,795	$591,260	$12,093

BELLEVUE BREAKFAST ROTARY CLUB FOUNDATION