SOUTH EVERETT MUKILTEO ROTARY FOUNDATION

EIN: 911971896 501(c)(3) Public & Societal Benefit

EVERETT, WA

Total Revenue
$213,383
Total Expenses
$192,660
Total Assets
$862,320
Net Assets
$824,486
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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
WA
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.

Program Service Accomplishments

Program 1
Expenses: $85,985

PARTNERSHIP WITH OTHER NON-PROFIT ORGANIZATIONS TO SUPPORT HEALTH, EDUCATION, YOUTH ACTIVITIES, SENIOR ACTIVITIES, AND LOW INCOME CITIZENS.

Program 2
Expenses: $21,000

INTERNATIONAL PROJECTS WITH OTHER NON-PROFIT ORGANIZATIONS TO SUPPORT EDUCATION AND QUALITY OF LIFE AND HEALTH FOR CITIZENS.

Program 3
Expenses: $70,247

SCHOLARSHIP AND LEADERSHIP PROGRAMS FOR STUDENTS OF LOCAL HIGH SCHOOLS AND ANNUAL APPLICATION PROCESS. AWARDS ARE BASED ON ACHIEVEMENT AND NEED.

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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%)

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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

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Governance

Voting Members
7
Independent Members
7
Employees
N/A
Volunteers
50

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
3
$0
Total Directors
7
$0
Key Employees
0
$0
Highest Compensated
0
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
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