YAKIMA SOUTHWEST ROTARY CLUB CHARITIES (EIN 900667407) - 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

2011

Legal Domicile

Phone

5099452840

Tax Period

2022-07-01 to 2023-06-30

YAKIMA SOUTHWEST ROTARY CLUB CHARITIES, founded in 2011, is a small nonprofit in the Community Improvement sector that reported $157K in total revenue in fiscal year 2022. Revenue surged 21% from the prior year, signaling strong growth momentum. Expenses of $208K exceeded revenue, resulting in a 32% operating deficit.

Mission

Fundraising for the benefit of the community on behalf of Yakima Southwest Rotaary

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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 $84,900

Program Service Revenue $0

Investment Income $1,220

Other Revenue $71,081

TOTAL REVENUE $157,201

Expense Breakdown

Grants Paid $204,865

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $204,865

Other Expenses $2,883

TOTAL EXPENSES $207,748

Year-over-Year Comparison

	2022	2021	Change
Revenue	$157,201	$129,450	+0.2%
Expenses	$207,748	$24,779	+7.4%
Net Income	$-50,547	$104,671	-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

$2,400

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Dirk Bernd	President	1.00	Officer	$0	$0	$0
Lynn Harlington	President Elect	1.00	Director	$0	$0	$0
Taylor Stormo	Vie President	1.00	Officer	$0	$0	$0
Martin Streich	Secretary	1.00	Officer	$0	$0	$0
Bill Foster	Treasurer	1.00	Officer	$0	$0	$0
Raul Castilllo	Director	0.50	Director	$0	$0	$0
Emily Jameson	Director	0.50	Director	$0	$0	$0
Lizzie Lemon	Director	0.50	Director	$0	$0	$0
Tressa Mercy	Director	0.50	Director	$0	$0	$0
Stephani Kinney	Director	0.50	Director	$0	$0	$0
Mary Lynne Brewington	Director	0.50	Director	$0	$0	$0
Josh Munson	Director	0.50	Director	$0	$0	$0
Steve Pilger	Director	0.50	Director	$0	$0	$0
Krisine Gordon	Assistant Secretary	1.00	Director	$2,400	$0	$2,400

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
2023	$157,201	$207,748	$314,171	$-50,547
2020	$220,884	$217,789	$289,220	$3,095

YAKIMA SOUTHWEST ROTARY CLUB CHARITIES