BELLINGHAM BAY ROTARY FOUNDATION (EIN 912078384) - 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

2000

Legal Domicile

Phone

3607337155

Tax Period

2024-01-01 to 2024-12-31

BELLINGHAM BAY ROTARY FOUNDATION, founded in 2000, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $82K in total revenue in fiscal year 2024. Revenue surged 117% from the prior year, signaling strong growth momentum. Expenses of $108K exceeded revenue, resulting in a 32% operating deficit.

Mission

SUPPORT HUMAN SERVICE PROJECTS & ORGANIZATIONS

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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 (2024)

Revenue Breakdown

Contributions & Grants $67,866

Program Service Revenue $0

Investment Income $14,090

Other Revenue $0

TOTAL REVENUE $81,956

Expense Breakdown

Grants Paid $106,620

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $106,620

Other Expenses $1,632

TOTAL EXPENSES $108,252

Year-over-Year Comparison

	2024	2023	Change
Revenue	$81,956	$37,789	+1.2%
Expenses	$108,252	$17,515	+5.2%
Net Income	$-26,296	$20,274	-2.3%

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

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
STOWE TALBOT	Director	1.00	Director	$0	$0	$0
STEVE BERINGER	Director	1.00	Director	$0	$0	$0
JOHN BOSCHE	Director	1.00	Director	$0	$0	$0
MICHAEL BATES	President	1.00	Officer Director	$0	$0	$0
JOHN PURDIE	Director	1.00	Director	$0	$0	$0
TRESHA DUTTON	Vice President	1.00	Officer Director	$0	$0	$0
CARLYE GILLESPIE	Treasurer	1.00	Officer Director	$0	$0	$0
LANCE CALLOWAY	Director	1.00	Director	$0	$0	$0
INGA DRECHSEL	Secretary	1.00	Officer Director	$0	$0	$0
JOSH HUNGERFORD	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
2024	$81,956	$108,252	$788,698	$-26,296
2023	$37,789	$17,515	$714,701	$20,274
2022	$15,359	$37,027	$600,259	$-21,668
2021	$20,726	$304,191	$746,060	$-283,465
2020	$83,549	$36,053	$924,932	$47,496
2019	$437,426	$14,775	$877,436	$422,651
2018	$27,133	No data	$454,785	No data

BELLINGHAM BAY ROTARY FOUNDATION