WEST SACRAMENTO ROTARY FOUNDATION

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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

1998

Legal Domicile

Principal Officer

JAMES G ENGSTROM

Phone

9163710297

Tax Period

2023-07-01 to 2024-06-30

WEST SACRAMENTO ROTARY FOUNDATION, founded in 1998, is a micro nonprofit in the Education sector that reported $20K in total revenue in fiscal year 2023. Revenue fell 52% from the prior year — a significant decline worth monitoring. Expenses of $45K exceeded revenue, resulting in a 128% operating deficit.

Mission

TO PROVIDE SUPPORT TO INDIVIDUALS IN THE WEST SACRAMENTO COMMUNITY

Program Service Accomplishments

Program 1

Expenses: $44,500

SCHOLARSHIPS WERE ISSUED TO HIGH SCHOOL STUDENTS IN THE WEST SACRAMENTO COMMUNITY DURING THE FISCAL YEAR BEGINNING JULY 1, 2023 AND ENDING JUNE 30,2024. TOTAL SCHOLARSHIPS ISSUED DURING THIS PERIOD...

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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 $19,507

Program Service Revenue $0

Investment Income $16

Other Revenue $0

TOTAL REVENUE $19,523

Expense Breakdown

Grants Paid $44,500

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $44,525

Other Expenses $25

TOTAL EXPENSES $44,525

Year-over-Year Comparison

	2023	2022	Change
Revenue	$19,523	$40,548	-0.5%
Expenses	$44,525	$50,551	-0.1%
Net Income	$-25,002	$-10,003	+1.5%

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
JAMES G ENGSTROM	PRESIDENT	N/A	Officer Director	$0	$0	$0
MARK ENGSTROM	VICE PRESIDE	N/A	Officer Director	$0	$0	$0
TIM KWONG	TREASURER	N/A	Officer Director	$0	$0	$0
JEFF POST	DIRECTOR	N/A	Director	$0	$0	$0
DAN RAMOS	DIRECTOR	N/A	Director	$0	$0	$0
KEN WILSON	DIRECTOR	N/A	Director	$0	$0	$0
BILL BEVIER	DIRECTOR	N/A	Director	$0	$0	$0
MIKE CAMPBELL	DIRECTOR	N/A	Director	$0	$0	$0
PETER ANDERSON	DIRECTOR	N/A	Director	$0	$0	$0
JOHN RANEY	DIRECTOR	N/A	Director	$0	$0	$0
DAVE KAMMINGA	DIRECTOR	N/A	Director	$0	$0	$0
TROY BIRD	DIRECTOR	N/A	Director	$0	$0	$0
JACLYN POWELL	DIRECTOR	N/A	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	$19,523	$44,525	$1,222,451	$-25,002
2023	$40,548	$50,551	$1,111,611	$-10,003
2022	$55,486	$31,545	$951,818	$23,941
2021	$48,742	$36,075	$987,549	$12,667