WESTMINSTER 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

1989

Legal Domicile

Principal Officer

RON SCHAEFER

Phone

3037461668

Tax Period

2023-07-01 to 2024-06-30

WESTMINSTER ROTARY FOUNDATION, founded in 1989, is a micro nonprofit in the Community Improvement sector that reported $64K in total revenue in fiscal year 2023. Revenue surged 34% from the prior year, signaling strong growth momentum. Expenses of $58K left a modest 11% surplus.

Mission

COMMUNITY SERVICE FUNDING OF PROJECTS AND SCHOLARSHIPS FOR QUALIFIED APPLICANT GRADUATING HIGHSCHOOL STUDENTS FROM LOCAL COMMUNITY HIGHSCHOOLS

Program Service Accomplishments

Program 1

Expenses: $57,515

TECHNICAL SCHOOL TUITION AND COLLEGE TUITION SCHOLARSHIPS AWARDED TO GRADUATING HIGH SCHOOL SENIORS BASED UPON NEED AND INTERVIEWS DETERMINING ELIGIBILITY.

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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 $14,600

Program Service Revenue $0

Investment Income $49,852

Other Revenue $0

TOTAL REVENUE $64,452

Expense Breakdown

Grants Paid $57,450

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $57,515

Other Expenses $65

TOTAL EXPENSES $57,515

Year-over-Year Comparison

	2023	2022	Change
Revenue	$64,452	$48,159	+0.3%
Expenses	$57,515	$38,785	+0.5%
Net Income	$6,937	$9,374	-0.3%

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
JASON MCLACHLAN	DIRECTOR	001.00	Director	$0	$0	$0
RON SCHAEFER	TREASURER	002.00	Officer Director	$0	$0	$0
MIKE ARCHER	DIRECTOR	001.00	Director	$0	$0	$0
MONTE QUINTANA	DIRECTOR	001.00	Director	$0	$0	$0
LORI GOLDSTEIN	SECRETARY	001.00	Officer Director	$0	$0	$0
DEB HAVILAND	DIRECTOR	001.00	Director	$0	$0	$0
RYAN MCCOY	DIRECTOR	002.00	Officer Director	$0	$0	$0
N/A	PRESIDENT	001.00	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	No data	No data	No data	No data
2024	$64,452	$57,515	$1,105,949	$6,937
2023	$48,159	$38,785	$1,066,583	$9,374
2022	$11,870	$33,250	$1,043,396	$-21,380
2021	$91,713	$43,750	$1,235,824	$47,963
2020	$18,336	$43,500	$1,038,340	$-25,164