Rotary Club of Whidbey Westside (EIN 454627659) - 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

2009

Legal Domicile

Principal Officer

JIM ROGERS

Phone

3602224818

Tax Period

2018-07-01 to 2019-06-30

Rotary Club of Whidbey Westside, founded in 2009, is a micro nonprofit that reported $100K in total revenue in fiscal year 2018. Revenue surged 45% from the prior year, signaling strong growth momentum. The organization ran a surplus of $26K, a strong 26% operating margin.

Mission

COMMUNITY AND INTERNATIONAL AID.

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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 (2018)

Revenue Breakdown

Contributions & Grants $99,534

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $99,534

Expense Breakdown

Grants Paid $17,096

Salaries & Benefits $0

Fundraising Expenses $35,326

Program Expenses $38,082

Other Expenses $56,890

TOTAL EXPENSES $73,986

Year-over-Year Comparison

	2018	2017	Change
Revenue	$99,534	$68,428	+0.5%
Expenses	$73,986	$55,856	+0.3%
Net Income	$25,548	$12,572	+1.0%

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
KATHY J ROGERS	PRESIDENT	10.00	Officer	$0	$0	$0
MELISSA CATES	PAST PRESIDENT	2.00	Officer	$0	$0	$0
JOHN JOYNT	CLUB SERVICES/PRESIDENT ELECT	5.00	Officer	$0	$0	$0
HANK ADOLFI	CLUB ADMINISTRATION	4.00	Director	$0	$0	$0
DOUG COUTTS	TREASURER	4.00	Officer	$0	$0	$0
BILL LEEDS	YOUTH SERVICES	4.00	Director	$0	$0	$0
NIC WILDEMAN	PUBLIC RELATIONS	5.00	Director	$0	$0	$0
SHARON EDBERG	SECRETARY	3.00	Director	$0	$0	$0
SHARON EDBERG	MEMBERSHIP	5.00	Director	$0	$0	$0
JIM ROGERS	FUNDRAISING	1.00	Director	$0	$0	$0
MELISSA CATES	FOUNDATION	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
2019	$99,534	$73,986	$84,656	$25,548

Rotary Club of Whidbey Westside