ROTARY CLUB OF OJAI WEST FOUNDATION INC (EIN 200606432) - 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

2001

Legal Domicile

Phone

8053403666

Tax Period

2023-07-01 to 2024-06-30

ROTARY CLUB OF OJAI WEST FOUNDATION INC, founded in 2001, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $117K in total revenue in fiscal year 2023. Revenue decreased 17% compared to the prior year. The organization ran a surplus of $25K, a strong 22% operating margin.

Mission

The Organization's objectives and purpose is to aid charitable organizations and to directly engage and carry on programs for charitable and educational purposes.

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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 (2023)

Revenue Breakdown

Contributions & Grants $68,242

Program Service Revenue $0

Investment Income $1,595

Other Revenue $47,021

TOTAL REVENUE $116,858

Expense Breakdown

Grants Paid $17,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $87,425

Other Expenses $74,543

TOTAL EXPENSES $91,543

Year-over-Year Comparison

	2023	2022	Change
Revenue	$116,858	$141,125	-0.2%
Expenses	$91,543	$92,506	0.0%
Net Income	$25,315	$48,619	-0.5%

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
CONNIE BIGGERS	MEMBER AT LARGE	1.00	Director	$0	$0	$0
WALTER HAMANN	MEMBER AT LARGE	1.00	Director	$0	$0	$0
WILLIAM SHOUSE	President	1.00	Officer	$0	$0	$0
GLENN FOUT	Treasurer	3.00	Officer	$0	$0	$0
KATHY DOUBLEDAY	Secretary	3.00	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	No data	No data	No data	No data
2024	$116,858	$91,543	$384,049	$25,315
2023	$141,125	$92,506	$354,133	$48,619
2022	$85,391	$43,886	$301,925	$41,505
2019	$77,282	$59,372	$300,155	$17,910
2018	$74,028	$78,547	$282,480	$-4,519

ROTARY CLUB OF OJAI WEST FOUNDATION INC