SOROPTIMIST INTERNATIONAL OF SEQUI… - Form 990 Financial Data

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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

1947

Principal Officer

CAT XANDER

Phone

3606831125

Tax Period

2021-07-01 to 2022-06-30

SOROPTIMIST INTERNATIONAL OF SEQUIM CLUB 111124, founded in 1947, is a small nonprofit in the Crime & Legal sector that reported $213K in total revenue in fiscal year 2021. Revenue surged 216% from the prior year, signaling strong growth momentum. The organization ran a surplus of $97K, a strong 46% operating margin.

Mission

SOROPTIMIST INTERNATIONAL OF SEQUIM IS AN INTERNATIONAL VOLUNTEER SERVICE ORGANIZATION. CORE VALUES: SOROPTIMIST INTERNATIONAL OF THE AMERICAS IS COMMITTED TO: GENDER EQUALITY: WOMEN AND GIRLS LIVE FREE FROM DISCRIMINATION EMPOWERMENT: WOMEN AND GIRLS ARE FREE TO ACT IN THEIR OWN BEST INTEREST EDUCATION: WOMEN AND GIRLS DESERVE TO LEAD FULL AND PRODUCTIVE LIVES THROUGH ACCESS TO EDUCATION DIVERSITY AND FELLOWSHIP: WOMEN FROM VARIED BACKGROUNDS AND PERSPECTIVES WORK TOGETHER TO IMPROVE THE LIVES OF WOMEN AND GIRLS. SOROPTIMIST INTERNATIONAL OF SEQUIM WAS CHARTERED MAY 2, 1947

Program Service Accomplishments

Program 1

Expenses: $30,557

SCHOLARSHIPS PROVIDED TO GRADUATES OF SEQUIM SCHOOL DISTRICT 323 BASED ON ACADEMIC ACHIEVEMENTS AND COMMUNITY SERVICE

Program 2

Expenses: $14,790

COMMITTED FUNDS CONTRIBUTIONS TO LOCAL 501(C)3 ORGANIZATIONS THAT ARE EVALUATED BASED ON A RUBRIC FOR THEIR SUPPORT TO THE LOCAL COMMUNITY

Program 3

Expenses: $5,456

MEDICAL LOAN CLOSET IS AN ON-GOING PROJECT THAT LOANS NEW AND USED MEDICAL EQUIPMENT TO HELP THOSE IN NEED. THERE IS NO FEE FOR THIS SERVICE; HOWEVER, DONATIONS ARE ACCEPTED

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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 (2021)

Revenue Breakdown

Contributions & Grants $190,995

Program Service Revenue $0

Investment Income $399

Other Revenue $21,288

TOTAL REVENUE $212,682

Expense Breakdown

Grants Paid $91,317

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $99,770

Other Expenses $22,824

TOTAL EXPENSES $115,383

Year-over-Year Comparison

	2021	2020	Change
Revenue	$212,682	$67,360	+2.2%
Expenses	$115,383	$45,030	+1.6%
Net Income	$97,299	$22,330	+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

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
SHAWN DREDLA	DIRECTOR	2.00	Director	$0	$0	$0
SANDY LAWRENCE	DIRECTOR	2.00	Director	$0	$0	$0
NATASHA NICHOLS	DIRECTOR	2.00	Director	$0	$0	$0
KRIS OSBORN	PAST PRES -	2.00	Director	$0	$0	$0
LINDA ROTMARK	DIRECTOR	2.00	Director	$0	$0	$0
SHELLE PAULBITSKI	TREASURER	2.00	Officer	$0	$0	$0
KIM RENFRO	CURR YR PRES	2.00	Officer	$0	$0	$0
DIANE MISSY CHURCH SMITH	SECRETARY	2.00	Officer	$0	$0	$0
CAT XANDER	PRESIDENT	2.00	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
2022	$212,682	$115,383	$253,151	$97,299

SOROPTIMIST INTERNATIONAL OF SEQUIM CLUB 111124