LYNNWOOD ROTARY COMMUNITY FOUNDATI… - Form 990 Financial Data

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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

1991

Legal Domicile

Principal Officer

DAVID KLEITSCH

Phone

4256701310

Tax Period

2022-07-01 to 2023-06-30

LYNNWOOD ROTARY COMMUNITY FOUNDATION, founded in 1991, is a small nonprofit in the Religion sector that reported $135K in total revenue in fiscal year 2022. Revenue fell 36% from the prior year — a significant decline worth monitoring. Expenses of $159K exceeded revenue, resulting in a 18% operating deficit.

Mission

RAISE FUNDS TO SUPPORT EDUCATION AND PROVIDE FINANCIAL AND OTHER ASSISTANCE TO OTHER COMMUNITY SERVICE ORGANIZATIONS.

Program Service Accomplishments

Program 1

Expenses: $92,534

IDENTIFY LOCAL PROJECTS IN THE COMMUNITY AND SURROUNDING AREA IN WHICH FINANCIAL SUPPORT IS PROVIDED.

Program 2

Expenses: $55,000

PROVIDE SCHOLARSHIPS TO ATTEND UNIVERSITY, TRADE SCHOOL OR COMMUNITY COLLEGE FOR ELIGIBLE STUDENT APPLICANTS.

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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 (2022)

Revenue Breakdown

Contributions & Grants $78,960

Program Service Revenue $0

Investment Income $55,590

Other Revenue $53

TOTAL REVENUE $134,603

Expense Breakdown

Grants Paid $132,414

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $158,234

Other Expenses $26,187

TOTAL EXPENSES $158,601

Year-over-Year Comparison

	2022	2021	Change
Revenue	$134,603	$211,421	-0.4%
Expenses	$158,601	$125,085	+0.3%
Net Income	$-23,998	$86,336	-1.3%

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
VICKIE KOZUCK	PAST PRESIDE	N/A	Director	$0	$0	$0
DAVID KLEITSCH	PRESIDENT	N/A	Officer	$0	$0	$0
DEBBIE BODAL	SECRETARY	N/A	Officer	$0	$0	$0
MARILLA SARGENT	TREASURER	N/A	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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$134,603	$158,601	$2,207,271	$-23,998
2022	$211,421	$125,085	$2,067,267	$86,336
2021	$177,602	$113,342	$2,540,231	$64,260
2020	$66,725	$107,958	$2,125,597	$-41,233
2019	$372,004	$76,116	$2,112,344	$295,888
2018	$158,526	$105,681	$1,935,532	$52,845

LYNNWOOD ROTARY COMMUNITY FOUNDATION