East Bremerton Rotary Foundation (EIN 911310143) - 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

1985

Legal Domicile

Principal Officer

Patty Murphy

Phone

3607104884

Tax Period

2021-07-01 to 2022-06-30

East Bremerton Rotary Foundation, founded in 1985, is a micro nonprofit that reported $57K in total revenue in fiscal year 2021. Expenses of $55K left a modest 4% surplus.

Mission

Community, international and vocational services.

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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 (2021)

Revenue Breakdown

Contributions & Grants $31,111

Program Service Revenue $0

Investment Income $26,029

Other Revenue $0

TOTAL REVENUE $57,140

Expense Breakdown

Grants Paid $51,784

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $51,784

Other Expenses $3,299

TOTAL EXPENSES $55,083

Year-over-Year Comparison

	2021	2020	Change
Revenue	$57,140	N/A	N/A
Expenses	$55,083	N/A	N/A
Net Income	$2,057	$0	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
Jay Lovato	Director	2.00	Director	$0	$0	$0
David Nelson	Director	2.00	Director	$0	$0	$0
Stacy Dore	Director	2.00	Director	$0	$0	$0
Donna Evans	Director	2.00	Director	$0	$0	$0
Jerry Letexier	Director	2.00	Director	$0	$0	$0
Patty Murphy	Director	2.00	Director	$0	$0	$0
Richard Sims	Director	2.00	Director	$0	$0	$0
Robert Washbond	Director	2.00	Director	$0	$0	$0
Doug Fairbanks	Director	2.00	Director	$0	$0	$0
Marcie Axtman	Director	5.00	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
2022	$57,140	$55,083	$297,307	$2,057
2020	$136,810	$144,012	$326,276	$-7,202

East Bremerton Rotary Foundation