BELLEVUE ROTARY FOUNDATION (EIN 911501333) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1990

Legal Domicile

Principal Officer

TOM KNOLLMANN

Phone

4259987542

Tax Period

2024-07-01 to 2025-06-30

BELLEVUE ROTARY FOUNDATION, founded in 1990, is a small nonprofit that reported $301K in total revenue in fiscal year 2024. Revenue surged 29% from the prior year, signaling strong growth momentum. The organization ran a surplus of $99K, a strong 33% operating margin.

Mission

TO PROMOTE COMMUNITY SERVICE AND SOCIAL WELFARE

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $309,445

Program Service Revenue $0

Investment Income $46,484

Other Revenue $-55,329

TOTAL REVENUE $300,600

Expense Breakdown

Grants Paid $120,201

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $131,345

Other Expenses $81,040

TOTAL EXPENSES $201,241

Year-over-Year Comparison

	2024	2023	Change
Revenue	$300,600	$233,416	+0.3%
Expenses	$201,241	$170,224	+0.2%
Net Income	$99,359	$63,192	+0.6%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✓ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

141

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 KNOLLMANN	PRESIDENT	3.00	Officer Director	$0	$0	$0
MICHAEL NASSIRIAN	PRESIDENT ELECT	3.00	Officer Director	$0	$0	$0
JEMAL IDRIS	PAST PRESIDENT	3.00	Officer Director	$0	$0	$0
KATHERINE THOMPSON	VICE PRESIDENT	3.00	Officer Director	$0	$0	$0
KATHLEEN STEELE	SECRETARY	3.00	Officer Director	$0	$0	$0
PI-SHUANG CHRISTINE CHI	TREASURER	3.00	Officer Director	$0	$0	$0
DAVID KADING	SERGEANT-AT-ARMS	3.00	Officer Director	$0	$0	$0
JEFFREY VAN GOGH	DIRECTOR	3.00	Director	$0	$0	$0
REGINA GLENN	DIRECTOR	3.00	Director	$0	$0	$0
YI CHEN	DIRECTOR	3.00	Director	$0	$0	$0
GARRETT HYMAN	DIRECTOR	3.00	Director	$0	$0	$0
PAUL LWALI	DIRECTOR	3.00	Director	$0	$0	$0
JERIMY KIRSCHNER	DIRECTOR	3.00	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	$300,600	$201,241	$1,519,829	$99,359
2024	$233,416	$170,224	$1,360,637	$63,192
2023	$205,102	$192,178	$1,127,023	$12,924
2022	$275,654	$188,665	$1,087,213	$86,989
2021	$435,945	$242,467	$1,093,367	$193,478
2020	$302,978	$197,620	$865,348	$105,358
2019	$224,760	$173,817	$740,241	$50,943
2018	$121,216	$183,722	$619,683	$-62,506

BELLEVUE ROTARY FOUNDATION