EVERETT ROTARY YOUTH FOUNDATION

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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

1952

Legal Domicile

Principal Officer

TAMMY DUNN

Phone

4252599141

Tax Period

2024-07-01 to 2025-06-30

EVERETT ROTARY YOUTH FOUNDATION, founded in 1952, is a community nonprofit in the Community Improvement sector that reported $1.3M in total revenue in fiscal year 2024. Revenue surged 60% from the prior year, signaling strong growth momentum. The organization ran a surplus of $772K, a strong 59% operating margin.

Mission

TO PROMOTE, HONOR AND AWARD YOUTH IN THE EVERETT AREA, TO PROVIDE SCHOLARSHIPS FOR WORTHY EVERETT AREA STUDENTS, TO ENGAGE IN CHARITABLE WORK FOR THE BENEFIT OF THE EVERETT AREA AND SUPPORT ROTARY INTERNATIONAL PROJECTS

Program Service Accomplishments

Program 1

Expenses: $366,948

SCHOLARSHIPS AWARDED TO STUDENTS OF THE EVERETT SCHOOL DISTRICTABG RESTRICTED SCHOLARSHIPS $148,748OTHER ENDOWMENT SCHOLARSHIPS $67,700SAUNDERS SCHOLARSHIPS $41,000LOREN BAKER $16,500LARRY O'DONNELL $6,000DWAYNE LANE $4,000HERMES LAW $8,000BRETT AKIO $12,500EVERTRUST $4,000PROVIDENCE GENERAL $3,000RUBATINO$4,000GOLDFINCH BROS $3,500FLUKE CORPORATION $10,000LEAVITT GROUP NW $10,000EVERETT HISTORICAL $3,000HUBER $5,000MAYOR ED HANSON $5,500AVID $14,500

Program 2

Expenses: $65,163

DIRECT CONTRIBUTIONS MADE TO YOUTH ORGANIZATIONS, OTHER CHARITABLE AND EDUCATIONAL ACTIVITIES , ROTARY INTERNATIONAL FOR PAUL HARRIS FELLOWSHIPS:STUDENT OF THE MONTH $1,140LOCAL IMPACT COMMITTEE...

DIRECT CONTRIBUTIONS MADE TO YOUTH ORGANIZATIONS, OTHER CHARITABLE AND EDUCATIONAL ACTIVITIES , ROTARY INTERNATIONAL FOR PAUL HARRIS FELLOWSHIPS:STUDENT OF THE MONTH $1,140LOCAL IMPACT COMMITTEE PROJECTS $10,500SPEAKER GIFTS $2,000WORLD COMMITTEE SERVICES PROJECT $33,240SGT AT ARMS COMMITTEE $350NEXT GENERATION COMMITTEE $11,645YOUTH SERVICES $4,408SCHOLARSHIP COMMITTEE $1,879

Program 3

PROGRAM SERVICES $5576LOCAL GRANTS $443020

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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 $747,090

Program Service Revenue $0

Investment Income $569,687

Other Revenue $0

TOTAL REVENUE $1,316,777

Expense Breakdown

Grants Paid $448,596

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $452,307

Other Expenses $96,184

TOTAL EXPENSES $544,780

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,316,777	$821,675	+0.6%
Expenses	$544,780	$495,706	+0.1%
Net Income	$771,997	$325,969	+1.4%

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

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
ANA MARIA LAURENCE	BOARD OF TRUSTEES	3.00	Director	$0	$0	$0
RICHARD TOYER	BOARD OF TRUSTEES	3.00	Director	$0	$0	$0
BRIAN EVANS	BOARD OF TRUSTEES	3.00	Director	$0	$0	$0
GREG LINEBERRY	PAST PRESIDENT	3.00	Director	$0	$0	$0
TAMMY DUNN	TREASURER	3.00	Officer Director	$0	$0	$0
JOHN OLSON	TRUSTEE CHAIR	3.00	Director	$0	$0	$0
NEIL ANGST	PAST PRESIDENT	3.00	Director	$0	$0	$0
JEFF MOORE	BOARD OF TRUSTEES	3.00	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	$1,316,777	$544,780	$7,217,340	$771,997
2024	No data	No data	No data	No data
2023	$971,696	$464,589	$5,768,131	$507,107
2022	$570,441	$1,397,860	$5,251,251	$-827,419
2021	$1,761,190	$337,436	$5,967,517	$1,423,754
2020	$344,738	$338,074	$4,467,893	$6,664
2019	$469,516	$356,437	$4,443,507	$113,079
2018	$682,738	$309,761	$4,281,260	$372,977