WEST OLYMPIA ROTARY CHARITIES FUND (EIN 911154673) - 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

1983

Legal Domicile

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.

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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 $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

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
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

WEST OLYMPIA ROTARY CHARITIES FUND