OKANOGAN-OMAK ROTARY FOUNDATION (EIN 205977985) - 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

2006

Legal Domicile

Principal Officer

ERIC SCHNEIDER

Phone

5094293308

Tax Period

2023-07-01 to 2024-06-30

OKANOGAN-OMAK ROTARY FOUNDATION, founded in 2006, is a small nonprofit in the Human Services sector that reported $133K in total revenue in fiscal year 2023. Revenue surged 86% from the prior year, signaling strong growth momentum. Expenses of $114K left a modest 14% surplus.

Mission

LOCAL YOUTH & BUSINESS PROMOTION

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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 $30,367

Program Service Revenue $0

Investment Income $11,054

Other Revenue $91,195

TOTAL REVENUE $132,616

Expense Breakdown

Grants Paid $91,676

Salaries & Benefits $0

Fundraising Expenses $597

Program Expenses $103,043

Other Expenses $22,395

TOTAL EXPENSES $114,071

Year-over-Year Comparison

	2023	2022	Change
Revenue	$132,616	$71,210	+0.9%
Expenses	$114,071	$45,488	+1.5%
Net Income	$18,545	$25,722	-0.3%

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
JASON ALLEN	TREASURER	1.00	Officer Director	$0	$0	$0
CHARLES ARVIDSON	FOUNDATION C	0.25	Officer Director	$0	$0	$0
LAEL DUNCAL	CLUB DIRECTO	0.25	Director	$0	$0	$0
CINDY GAGNE	PAST PRESIDE	0.25	Director	$0	$0	$0
GREG HAMILTON	PRESIDENT-EL	0.25	Officer Director	$0	$0	$0
KENDALL INGRAHAM	SERGEANT-AT-	0.25	Officer Director	$0	$0	$0
YVVONE KENEDY	CLUB DIRECTO	0.25	Director	$0	$0	$0
YUSUF QUIWAI	CLUB DIRECTO	0.25	Director	$0	$0	$0
ERIC SCHNEIDER	PRESIDENT	0.25	Officer Director	$0	$0	$0
DENIS VARNER	SECRETARY	0.25	Officer 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	No data	No data	No data	No data
2024	$132,616	$114,071	$257,352	$18,545
2023	$71,210	$45,488	$233,194	$25,722
2022	$75,139	$65,611	$200,826	$9,528
2021	$35,709	$45,505	$220,351	$-9,796
2020	$108,199	$126,560	$207,412	$-18,361
2019	$171,193	$133,551	$228,482	$37,642
2018	$119,793	$117,843	$187,355	$1,950

OKANOGAN-OMAK ROTARY FOUNDATION