Oak Harbor Rotary Foundation (EIN 911685291) - 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

1936

Legal Domicile

Principal Officer

Jordan J Kingma

Phone

3606793434

Tax Period

2022-07-01 to 2023-06-30

Oak Harbor Rotary Foundation, founded in 1936, is a micro nonprofit in the Education sector that reported $88K in total revenue in fiscal year 2022. Revenue decreased 5% compared to the prior year. Expenses of $84K left a modest 4% surplus.

Mission

Fund community organization, scholarships, and other programs

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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 $38,796

Program Service Revenue $0

Investment Income $12

Other Revenue $49,137

TOTAL REVENUE $87,945

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $84,414

Other Expenses $84,414

TOTAL EXPENSES $84,414

Year-over-Year Comparison

	2022	2021	Change
Revenue	$87,945	$92,657	-0.1%
Expenses	$84,414	$77,411	+0.1%
Net Income	$3,531	$15,246	-0.8%

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
Matthew Erickson	President	005.00	Officer Director	$0	$0	$0
Jerry Sanders	President-Elect	002.00	Officer Director	$0	$0	$0
Cory Glach	Past President	001.00	Officer Director	$0	$0	$0
Steve Schwalbe	Secretary	001.00	Officer Director	$0	$0	$0
Kenneth Hulett	Member	001.00	Director	$0	$0	$0
Jordan Kingma	Treasurer	001.00	Officer Director	$0	$0	$0
Reid Schwartz	Member	001.00	Director	$0	$0	$0
Tony Bartley	Member	001.00	Director	$0	$0	$0
Aaron Syring	Member	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	No data	No data	No data	No data
2023	$87,945	$84,414	$333,114	$3,531
2022	$92,657	$77,411	$329,369	$15,246

Oak Harbor Rotary Foundation