MT BAKER ROTARY FOUNDATION (EIN 911721997) - 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

1982

Legal Domicile

Principal Officer

TODD WONG

Phone

3603545545

Tax Period

2023-07-01 to 2024-06-30

MT BAKER ROTARY FOUNDATION, founded in 1982, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $327K in total revenue in fiscal year 2023. Revenue fell 37% from the prior year — a significant decline worth monitoring. Expenses of $298K left a modest 9% surplus.

Mission

TO OBTAIN FUNDS FOR THE CHARITABLE BENEFIT OF THE LYNDEN AREA.

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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 $282,142

Program Service Revenue $0

Investment Income $16,362

Other Revenue $28,370

TOTAL REVENUE $326,874

Expense Breakdown

Grants Paid $289,252

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $296,276

Other Expenses $8,529

TOTAL EXPENSES $297,781

Year-over-Year Comparison

	2023	2022	Change
Revenue	$326,874	$515,492	-0.4%
Expenses	$297,781	$469,198	-0.4%
Net Income	$29,093	$46,294	-0.4%

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
JORDAN ROORDA	PRESIDENT	4.00	Officer Director	$0	$0	$0
JASON JORGENSON	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
NATHAN ZYLSTRA	SECRETARY	4.00	Officer Director	$0	$0	$0
TODD WONG	TREASURER	4.00	Officer Director	$0	$0	$0
MIKE LEWIS	DIRECTOR	1.00	Director	$0	$0	$0
BRAD RADER	DIRECTOR	1.00	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	No data	No data	No data	No data
2024	$326,874	$297,781	$843,793	$29,093
2023	$515,492	$469,198	$658,713	$46,294
2022	$272,762	$267,323	$676,663	$5,439
2021	$260,993	$198,334	$720,986	$62,659
2020	$601,521	$570,111	$548,496	$31,410
2019	$268,920	$250,976	$571,937	$17,944
2018	$293,632	$289,350	$604,987	$4,282

MT BAKER ROTARY FOUNDATION