SPOKANE ROTARY FOUNDATION (EIN 911663352) - 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

2003

Legal Domicile

Principal Officer

JACK REEVES

Phone

5097314289

Tax Period

2024-07-01 to 2025-06-30

SPOKANE ROTARY FOUNDATION, founded in 2003, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $184K in total revenue in fiscal year 2024. Revenue surged 36% from the prior year, signaling strong growth momentum. The organization ran a surplus of $74K, a strong 40% operating margin.

Mission

SPOKANE ROTARY FOUNDATION ACCEPTS CONTRIBUTIONS AND THEN INVESTS AND MANAGES THESE CONTRIBUTIONS IN PERPETUITY. A PERCENTAGE OF THE FAIR MARKET VALUE (3 YEAR AVERAGE)IS DISTRIBUTED TO ROTARY COMMUNITY SERVICES, INC.ON A QUARTERLY BASIS. ROTARY COMMUNITY SERVICES, INC. THEN DISTRIBUTES THE MONEY THROUGH ITS CHARITABLE COMMITTEES INCLUDING YOUTH SERVICES, DISABILITIES, CIVIC AFFAIRS, VOCATIONAL SERVICES (INCLUDING SCHOLARSHIPS) AND INTERNATIONAL SERVICES.

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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 $19,000

Program Service Revenue $0

Investment Income $165,230

Other Revenue $0

TOTAL REVENUE $184,230

Expense Breakdown

Grants Paid $110,052

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $110,052

Other Expenses $15

TOTAL EXPENSES $110,067

Year-over-Year Comparison

	2024	2023	Change
Revenue	$184,230	$135,201	+0.4%
Expenses	$110,067	$108,476	+0.0%
Net Income	$74,163	$26,725	+1.8%

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
JACK REEVES	PRESIDENT	N/A	Officer Director	$0	$0	$0
WILLIAM PAPESH	VICE PRESIDE	N/A	Officer Director	$0	$0	$0
THOMAS M PATRICK	SECRETARY /T	N/A	Officer Director	$0	$0	$0
KYLE WEIR	TRUSTEE	N/A	Director	$0	$0	$0
MARK SONDEREN	TRUSTEE	N/A	Director	$0	$0	$0
ROBIN CORKERY	TRUSTEE	N/A	Director	$0	$0	$0
JENNIFER THOMPSON	TRUSTEE	N/A	Director	$0	$0	$0
JOHN PILCHER	TRUSTEE	N/A	Director	$0	$0	$0
ROD PRICE	TRUSTEE	N/A	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	$184,230	$110,067	$3,282,544	$74,163
2024	$135,201	$108,476	$3,014,447	$26,725
2023	$107,110	$100,144	$2,715,213	$6,966
2022	$245,117	$96,446	$2,524,408	$148,671
2022	$245,117	$96,446	$2,524,408	$148,671
2021	$766,793	$97,546	$2,896,182	$669,247
2020	$122,341	$99,137	$2,090,305	$23,204
2019	$198,464	$93,036	$2,155,592	$105,428
2018	$248,471	$87,423	$2,050,164	$161,048

SPOKANE ROTARY FOUNDATION