WEST OLYMPIA ROTARY CHARITIES FUND

EIN: 911154673 501(c)(3)

OLYMPIA, WA

Total Revenue
$154,385
Total Expenses
$95,286
Total Assets
$584,968
Net Assets
$584,968
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1983
Legal Domicile
WA
Principal Officer
MARIELLA CUMMINGS
Phone
3604567751
Tax Period
2023-07-01 to 2024-06-30

WEST OLYMPIA ROTARY CHARITIES FUND, founded in 1983, is a small nonprofit that reported $154K in total revenue in fiscal year 2023. Revenue surged 61% from the prior year, signaling strong growth momentum. The organization ran a surplus of $59K, a strong 38% operating margin.

Mission

PROVIDE COMMUNITY YOUTH PROGRAMS, SCHOLARSHIP PROGRAMS, AND COMMUNITY ASSISTANCE.

Program Service Accomplishments

Program 1
Expenses: $24,250

A WIDE VARIETY OF COMMUNITY-BASED ORGANIZATIONS AND LOCAL PROGRAMS AND AFTER-SCHOOL ROTARY PROJECTS SUCH AS DISASTER RELIEF, ERADICATION OF POLIO AND CLEAN WATER.

Program 2
Expenses: $17,500

ENDOWED SCHOLARSHIP FUNDS AT SOUTH PUGET SOUND COMMUNITY COLLEGE AND SCHOLARSHIPS TO GRADUATING SENIORS FROM CAPITAL AND AVANTI HIGH SCHOOLS.

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $12,377
Investment Income $49,735
Other Revenue $92,273
TOTAL REVENUE $154,385

Expense Breakdown

Grants Paid $41,750
Salaries & Benefits $0
Fundraising Expenses $199
Program Expenses $95,087
Other Expenses $53,536
TOTAL EXPENSES $95,286

Year-over-Year Comparison

2023 2022 Change
Revenue $154,385 $95,703 +0.6%
Expenses $95,286 $84,209 +0.1%
Net Income $59,099 $11,494 +4.1%
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

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Governance

Voting Members
9
Independent Members
9
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
4
$0
Total Directors
9
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
BRENDA BURNS TRUSTEE N/A
Director
$0 $0 $0
BRUCE CRAMER SECRETARY N/A
Officer Director
$0 $0 $0
MARIELLA CUMMINGS TREASURER N/A
Officer Director
$0 $0 $0
NEIL FALKENBURG TRUSTEE N/A
Director
$0 $0 $0
PAM FARR PRESIDENT N/A
Officer Director
$0 $0 $0
TOM HENDERSON VICE PRESIDE N/A
Officer Director
$0 $0 $0
ROGER JONES TRUSTEE N/A
Director
$0 $0 $0
BRON LINDGREN TRUSTEE N/A
Director
$0 $0 $0
KATYA MILTIMORE TRUSTEE 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 $154,385 $95,286 $584,968 $59,099
2023 $95,703 $84,209 $525,869 $11,494
2022 $73,927 $168,128 $514,376 $-94,201
2021 $68,452 $61,418 $608,577 $7,034
2020 $67,761 $46,609 $525,799 $21,152
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