WEST OMAHA ROTARY FOUNDATION (EIN 363747862) - 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

1991

Legal Domicile

Principal Officer

SUSAN THOMAS

Phone

4025786683

Tax Period

2024-07-01 to 2025-06-30

WEST OMAHA ROTARY FOUNDATION, founded in 1991, is a micro nonprofit that reported $47K in total revenue in fiscal year 2024. Revenue decreased 7% compared to the prior year. Expenses of $60K exceeded revenue, resulting in a 26% operating deficit.

Mission

TO PERPETUALLY PROMOTE CHARITABLE GIVING AND TO PROVIDE FINANCIAL SUPPORT FOR CHARITABLE PROJECTS, INCLUDING THOSE THAT ARE ENDORSED BY THE ROTARY CLUB OF OMAHA-WEST OR WEST OMAHA ROTARY FOUNDATION.

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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 $17,071

Program Service Revenue $0

Investment Income $27,277

Other Revenue $2,898

TOTAL REVENUE $47,246

Expense Breakdown

Grants Paid $38,712

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $38,712

Other Expenses $20,953

TOTAL EXPENSES $59,665

Year-over-Year Comparison

	2024	2023	Change
Revenue	$47,246	$50,822	-0.1%
Expenses	$59,665	$61,953	0.0%
Net Income	$-12,419	$-11,131	+0.1%

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
SUSAN THOMAS	PRESIDENT	4.00	Officer Director	$0	$0	$0
BRETT WAWERS	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
ANNE FUHRMAN	TREASURER	1.00	Officer Director	$0	$0	$0
MATT MCKEEVER	SECRETARY	1.00	Officer Director	$0	$0	$0
MARTIE CORDARO	TRUSTEE	1.00	Director	$0	$0	$0
BONNIE GILL	TRUSTEE	1.00	Director	$0	$0	$0
RICH SECOR	TRUSTEE	1.00	Director	$0	$0	$0
ROD ANDERSON	TRUSTEE	1.00	Director	$0	$0	$0
DAN LASSEK	TRUSTEE	1.00	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	$47,246	$59,665	$825,002	$-12,419
2024	$50,822	$61,953	$783,380	$-11,131
2023	$45,876	$56,604	$663,794	$-10,728
2022	$267,828	$78,517	$624,551	$189,311
2021	$63,334	$31,897	$734,232	$31,437
2020	$54,828	$50,714	$610,766	$4,114
2019	$85,686	$48,474	$603,573	$37,212
2018	$46,427	$19,997	$554,610	$26,430

WEST OMAHA ROTARY FOUNDATION