Alderwood-Terrace Rotary Foundation

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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

Legal Domicile

Phone

4257757860

Tax Period

2023-07-01 to 2024-06-30

Alderwood-Terrace Rotary Foundation is a small nonprofit in the Philanthropy & Grantmaking sector that reported $192K in total revenue in fiscal year 2023. Revenue surged 102% from the prior year, signaling strong growth momentum. The organization ran a surplus of $102K, a strong 53% operating margin.

Mission

Serving the needs of our friends and neighbors in and around the Edmonds, Lynnwood, Brier and Mountlake Terrace areas.

Program Service Accomplishments

Program 1

Expenses: $86,922

Supporting families and students in their education and extracurricular activities.

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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 $87,975

Program Service Revenue $0

Investment Income $7,514

Other Revenue $96,911

TOTAL REVENUE $192,400

Expense Breakdown

Grants Paid $86,922

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $86,922

Other Expenses $3,444

TOTAL EXPENSES $90,366

Year-over-Year Comparison

	2023	2022	Change
Revenue	$192,400	$95,015	+1.0%
Expenses	$90,366	$72,807	+0.2%
Net Income	$102,034	$22,208	+3.6%

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

N/A

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
Steve Gregory	Director	1.00	Director	$0	$0	$0
Mike Cordova	Director	1.00	Director	$0	$0	$0
Gary Hopper	Director	1.00	Director	$0	$0	$0
Wendy Hatch	President	2.00	Officer	$0	$0	$0
Scott Minnig	Secretary/Treas	4.00	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
2024	$192,400	$90,366	$441,310	$102,034
2019	$157,748	$83,671	$407,213	$74,077
2018	$162,281	$102,521	$333,136	$59,760