ROTARY CLUB OF BELLINGHAM 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

1998

Legal Domicile

Principal Officer

TERI TREAT

Phone

3603190724

Tax Period

2023-07-01 to 2024-06-30

ROTARY CLUB OF BELLINGHAM FOUNDATION, founded in 1998, is a small nonprofit in the Education sector that reported $166K in total revenue in fiscal year 2023. Revenue surged 114% from the prior year, signaling strong growth momentum. The organization ran a surplus of $72K, a strong 43% operating margin.

Mission

TO RECEIVE PUBLIC DONATIONS AND PROVIDE GRANTS FOR LOCAL COMMUNITY NON PROFITS AND SCHOLARSHIPS FOR STUDENTS

Program Service Accomplishments

Program 1

Expenses: $74,357

THE ROTARY CLUB OF BELLINGHAM FOUNDATION PROVIDES SCHOLARSHIPS EVERY YEAR IN ADDITION TO RECOGNIZING STUDENTS OF EXCELLENCE IN OUR STUDENT-OF-THE- MONTH PROGRAM, OUR ROTARY YOUTH EXCHANGE...

THE ROTARY CLUB OF BELLINGHAM FOUNDATION PROVIDES SCHOLARSHIPS EVERY YEAR IN ADDITION TO RECOGNIZING STUDENTS OF EXCELLENCE IN OUR STUDENT-OF-THE- MONTH PROGRAM, OUR ROTARY YOUTH EXCHANGE SCHOLARSHIP, AND OUR YOUTH ADVENTURES IN LEADERSHIP (Y.A.I.L.) SCHOLARSHIP.

Program 2

Expenses: $14,183

COMMUNITY SERVICE FUND GRANTS ARE AVAILABLE TO LOCAL NON-PROFITS FOR A SPECIFIC PURPOSE. OFTEN A GIFT FROM THIS FUND IS TO A SMALLER ORGANIZATION FOR SOME ESSENTIAL BUT OTHERWISE UNAFFORDABLE...

COMMUNITY SERVICE FUND GRANTS ARE AVAILABLE TO LOCAL NON-PROFITS FOR A SPECIFIC PURPOSE. OFTEN A GIFT FROM THIS FUND IS TO A SMALLER ORGANIZATION FOR SOME ESSENTIAL BUT OTHERWISE UNAFFORDABLE PROJECT, SERVICE OR PURCHASE.

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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 $124,820

Program Service Revenue $0

Investment Income $40,876

Other Revenue $0

TOTAL REVENUE $165,696

Expense Breakdown

Grants Paid $88,540

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $88,540

Other Expenses $5,634

TOTAL EXPENSES $94,174

Year-over-Year Comparison

	2023	2022	Change
Revenue	$165,696	$77,544	+1.1%
Expenses	$94,174	$189,899	-0.5%
Net Income	$71,522	$-112,355	-1.6%

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

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
TERI TREAT	PRESIDENT	2.00	Officer Director	$0	$0	$0
NATHAN TWINING	VICE PRESIDE	2.00	Officer Director	$0	$0	$0
DAVID BLAIR	SECRETARY	2.00	Officer Director	$0	$0	$0
DENNIS WILLIAMS	TREASURER	2.00	Officer Director	$0	$0	$0
SCOTT WILSON	DIRECTOR	1.00	Director	$0	$0	$0
DAVER MORSE III	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	$165,696	$94,174	$1,858,516	$71,522
2023	$77,544	$189,899	$1,748,482	$-112,355
2022	$160,870	$125,682	$1,616,450	$35,188
2021	$172,546	$225,066	$1,832,475	$-52,520
2020	$175,145	$187,108	$1,512,347	$-11,963
2019	$147,614	$170,172	$1,502,674	$-22,558
2018	$480,478	$186,173	$1,468,942	$294,305

ROTARY CLUB OF BELLINGHAM FOUNDATION