SOUTH EVERETT MUKILTEO ROTARY FOUNDATION (EIN 911971896) - 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

1999

Legal Domicile

Principal Officer

DAN STONE

Phone

4253472244

Tax Period

2023-07-01 to 2024-06-30

SOUTH EVERETT MUKILTEO ROTARY FOUNDATION, founded in 1999, is a small nonprofit in the Public & Societal Benefit sector that reported $213K in total revenue in fiscal year 2023. Revenue grew 14% year-over-year, indicating healthy expansion. Expenses of $193K left a modest 10% surplus.

Mission

FUNDING LOCAL, REGIONAL AND INTERNATIONAL PROJECTS FOR HEALTH, EDUCATION, COMMUNITY SERVICES AND ARTS.

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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 $97,253

Program Service Revenue $0

Investment Income $35,708

Other Revenue $80,422

TOTAL REVENUE $213,383

Expense Breakdown

Grants Paid $177,232

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $177,232

Other Expenses $15,428

TOTAL EXPENSES $192,660

Year-over-Year Comparison

	2023	2022	Change
Revenue	$213,383	$187,572	+0.1%
Expenses	$192,660	$171,399	+0.1%
Net Income	$20,723	$16,173	+0.3%

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
DAN STONE	PRESIDENT	5.00	Officer Director	$0	$0	$0
SHARON BERRY	SECRETARY	3.00	Officer Director	$0	$0	$0
JULIE LIENHARD	TREASURER	4.00	Officer Director	$0	$0	$0
MIKE BARTLETT	DIRECTOR	1.00	Director	$0	$0	$0
TERRI STEFNIK	DIRECTOR	1.00	Director	$0	$0	$0
LORNA CORRIGAN	DIRECTOR	1.00	Director	$0	$0	$0
VERN ALLEN	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	$213,383	$192,660	$862,320	$20,723
2023	$187,572	$171,399	$786,688	$16,173
2022	$210,905	$157,211	$750,900	$53,694
2021	$186,364	$105,125	$783,906	$81,239
2020	$77,926	$103,778	$623,658	$-25,852
2019	$210,015	$106,426	$659,938	$103,589

SOUTH EVERETT MUKILTEO ROTARY FOUNDATION