Alderwood-Terrace Rotary Foundation
Nonprofit profile at a glance
- EIN
- 911675176
- IRS 990-EZ coverage
- 2009–2024
- Forms available
- Form 990 2023, Form 990-EZ 2024
- Location
- Lynnwood, WA, USA
- Phone
- 4257757860
- Rating
- 81
- Verdict
- STRONG
- Rating confidence
- Moderate
- Sector
- Public Foundations
Reported finances
- Revenue
- $150,402
- Expenses
- $118,124
- Assets
- $472,228
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
5 people listed
Executive titles in this filing
- Wendy Hatch (President)
People named in this filing
- Wendy Hatch (President)
- Scott Minnig (Secretary/Treas)
- Larry Dolan (Director)
Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
Serving the needs of our friends and neighbors in and around the Edmonds, Lynnwood, Brier and Mountlake Terrace areas.
What it reported doing in 2024
Supporting families and students in their education and extracurricular activities.
Operating model
- Revenue model
- Cannot be determined from the filing. The filing does not provide enough consistent revenue detail to tell how this nonprofit funds its work.
- Distribution model
- Cannot be determined from the filing. The filing does not provide enough consistent spending detail to tell whether the nonprofit works directly or through others.
The verdict
STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Some filed totals do not add up and program spending has declined or grown slowly.
Rating breakdown
- Financial Efficiency: 78
- Transparency & Controls: 88
- Sustainability: 70
- Growth: 60
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 71.5%; rating input score 71
- Program expense ratio: 91%; rating input score 91
Transparency & Controls
- Consistency checks: 84.6%; rating input score 85; 0th percentile among comparable filings
- Major donor itemization: Yes; rating input score 100
Sustainability
- Operating margin: 21.5%; rating input score 75; 75th percentile among comparable filings
- Total-asset coverage ratio: 4; rating input score 94; 94th percentile among comparable filings
- Liabilities to assets ratio: Limited
- Officer compensation ratio: 0%; rating input score 63; 63rd percentile among comparable filings
Growth
- Program expense growth: -1.1% per year; rating input score 0; 27th percentile among comparable filings
- Revenue growth: 0.5% per year; rating input score 100; 23rd percentile among comparable filings
- Asset growth: 7.2% per year; rating input score 100; 52nd percentile among comparable filings
Details
- Where the money goes: 71.5% of revenue deployed · 91% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 1 filed program accomplishment · $107K in reported program spending
- Leadership: top reported pay $0 · 5 people listed
- Consistency: 6 of 7 current checks pass · 1 finding to review
- Schedules: 4 filed schedules
- Filing history: 10 filing years from 2009 to 2024
- Contacts: How to reach this organization
- Money network: 2 filed money-flow records
- Related organizations: 3 filed related-organization links
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- Moderate — Transparency & Controls: Part III transfer expenses within program total did not reconcile in the filed values.
- High — Growth: Program expense growth scored 0/100.