Rotary Club of Westbank Foundation (EIN 726031057) - 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

1986

Legal Domicile

Phone

5042887747

Tax Period

2023-07-01 to 2024-06-30

Rotary Club of Westbank Foundation, founded in 1986, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $242K in total revenue in fiscal year 2023. Revenue surged 42% from the prior year, signaling strong growth momentum. Expenses of $232K left a modest 4% surplus.

Mission

Support Local Charities & Scholarships

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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 $961

Program Service Revenue $0

Investment Income $104,848

Other Revenue $135,697

TOTAL REVENUE $241,506

Expense Breakdown

Grants Paid $183,224

Salaries & Benefits $36,375

Fundraising Expenses $36,375

Program Expenses $183,224

Other Expenses $12,281

TOTAL EXPENSES $231,880

Year-over-Year Comparison

	2023	2022	Change
Revenue	$241,506	$170,345	+0.4%
Expenses	$231,880	$290,682	-0.2%
Net Income	$9,626	$-120,337	-1.1%

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

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
BRAD FLEMING	Director	0.00	Director	$0	$0	$0
ERNEST ESTEVE	President	1.00	Officer	$0	$0	$0
KRISTIN TAULLI	Vice President	0.00	Officer	$0	$0	$0
MO CARR	Treasurer	0.00	Officer	$0	$0	$0
KURT GASSEN	Secretary	1.00	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	$241,506	$231,880	$3,165,381	$9,626
2023	$170,345	$290,682	$3,031,941	$-120,337
2022	$264,682	$231,276	$2,951,375	$33,406
2021	$285,731	$236,489	$3,365,364	$49,242
2020	$140,823	$246,510	$2,691,099	$-105,687
2019	$198,443	$207,561	$2,731,456	$-9,118
2018	$178,730	$205,406	$2,575,221	$-26,676

Rotary Club of Westbank Foundation