ROTARY CLUB OF UNIVERSITY DISTRICT OF SEATTLE (EIN 916028229) - 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

1973

Legal Domicile

Principal Officer

DOUG FRICK

Phone

2065427070

Tax Period

2024-07-01 to 2025-06-30

ROTARY CLUB OF UNIVERSITY DISTRICT OF SEATTLE, founded in 1973, is a micro nonprofit that reported $78K in total revenue in fiscal year 2024.

Mission

COMMUNITY SERVICE AND YOUTH DEVELOPMENT AND EDUCATION

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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 $34,983

Program Service Revenue $42,943

Investment Income $0

Other Revenue $0

TOTAL REVENUE $77,926

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $83,118

Other Expenses $83,118

TOTAL EXPENSES $83,118

Year-over-Year Comparison

	2024	2023	Change
Revenue	$77,926	$80,756	0.0%
Expenses	$83,118	$78,582	+0.1%
Net Income	$-5,192	$2,174	-3.4%

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

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
TERRY CICERO	DIRECTOR	0.00	Director	$0	$0	$0
SALLY PORTER SMITH	DIRECTOR	0.00	Director	$0	$0	$0
CAROL BUTLER	DIRECTOR	0.00	Director	$0	$0	$0
JAMES RECHTIEN	DIRECTOR	0.00	Director	$0	$0	$0
ELIZABETH CROSBY-MILES	DIRECTOR	0.00	Director	$0	$0	$0
DOUG FRICK	VICE PRESIDENT	10.00	Officer	$0	$0	$0
PAUL DAY WILLIAMS	PRESIDENT ELECT	5.00	Officer	$0	$0	$0
LINDA FUKUDA	PRESIDENT	10.00	Officer	$0	$0	$0
KIRK LAUGHLIN	TREASURER	10.00	Officer	$0	$0	$0
JUDY LOVELACE	EXECUTIVE SECRETARY	5.00	Officer	$0	$0	$0
MARILEE FULLER	SECRETARY	10.00	Officer	$0	$0	$0
LISA EDWARDS	PAST PRESIDENT	1.00	Officer	$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	$77,926	$83,118	$32,316	$-5,192
2024	$80,756	$78,582	$41,459	$2,174
2023	$67,066	$71,637	$35,523	$-4,571
2022	$65,031	$57,748	$41,569	$7,283
2021	$32,945	$27,188	$36,974	$5,757
2020	$76,960	$72,521	$27,646	$4,439
2019	$65,577	$89,931	$30,589	$-24,354

ROTARY CLUB OF UNIVERSITY DISTRICT OF SEATTLE