WEST U ROTARY CLUB FOUNDATION (EIN 760617118) - 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

Principal Officer

WALLY KRONZER

Phone

7136645566

Tax Period

2022-07-01 to 2023-06-30

WEST U ROTARY CLUB FOUNDATION is a small nonprofit in the Philanthropy & Grantmaking sector that reported $135K in total revenue in fiscal year 2022. The organization ran a surplus of $38K, a strong 28% operating margin.

Mission

THE PRIMARY MISSION OF THE FOUNDATION IS TO PROMOTE CHARITABLE, EDUCATIONAL, ETHICAL BUSINESS AND CIVIC RESPONSIBILITY.

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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 (2022)

Revenue Breakdown

Contributions & Grants $9,854

Program Service Revenue $6,450

Investment Income $546

Other Revenue $118,205

TOTAL REVENUE $135,055

Expense Breakdown

Grants Paid $85,489

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $97,225

Other Expenses $11,736

TOTAL EXPENSES $97,225

Year-over-Year Comparison

	2022	2021	Change
Revenue	$135,055	N/A	N/A
Expenses	$97,225	N/A	N/A
Net Income	$37,830	N/A	N/A

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
JACK HARDIN	SECRETARY	1.50	Director	$0	$0	$0
ESSI KWABI	PRESIDENT EL	N/A	Director	$0	$0	$0
DOUGLAS REILLY	TRUSTEE	N/A	Director	$0	$0	$0
SERENA SNEERINGER	TREASURER	1.50	Officer Director	$0	$0	$0
BRIDGETTE VALERON	TRUSTEE	N/A	Director	$0	$0	$0
JACK WALLACE	VICE PRESIDE	1.50	Director	$0	$0	$0
WALLY KRONZER	PRESIDENT	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
2025	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$135,055	$97,225	$216,887	$37,830
2018	$340,704	$319,895	$136,686	$20,809

WEST U ROTARY CLUB FOUNDATION