YAKIMA ROTARY TRUST (EIN 911686206) - 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

1995

Legal Domicile

Principal Officer

KELLIE CONNAUGHTON

Phone

5094528332

Tax Period

2023-07-01 to 2024-06-30

YAKIMA ROTARY TRUST, founded in 1995, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $1.3M in total revenue in fiscal year 2023. Revenue grew 8% year-over-year, indicating healthy expansion. The organization ran a surplus of $432K, a strong 33% operating margin.

Mission

CHARITABLE ORGANIZATION FUNDING

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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 $1,114,157

Program Service Revenue $0

Investment Income $167,544

Other Revenue $30,950

TOTAL REVENUE $1,312,651

Expense Breakdown

Grants Paid $813,526

Salaries & Benefits $20,908

Fundraising Expenses $0

Program Expenses $838,465

Other Expenses $45,958

TOTAL EXPENSES $880,392

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,312,651	$1,212,115	+0.1%
Expenses	$880,392	$918,247	0.0%
Net Income	$432,259	$293,868	+0.5%

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

Volunteers

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
KELLIE CONNAUGHTON	PRESIDENT	1.00	Officer Director	$0	$0	$0
TOM SPARLING	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
PAM CLEAVER	SECRETARY	1.00	Officer Director	$0	$0	$0
JAMES DEGRASSE	TREASURER	1.00	Officer Director	$0	$0	$0
LEANNE ANTONIO	TRUSTEE	1.00	Director	$0	$0	$0
JOHN BAULE	TRUSTEE	1.00	Director	$0	$0	$0
DIRK BERND	TRUSTEE	1.00	Director	$0	$0	$0
ERIN BLACK	TRUSTEE	1.00	Director	$0	$0	$0
CHRIS BROWN	TRUSTEE	1.00	Director	$0	$0	$0
DANA DWINELL	TRUSTEE	1.00	Director	$0	$0	$0
RICK FAIRBROOK	TRUSTEE	1.00	Director	$0	$0	$0
LYNN HARLINGTON	TRUSTEE	1.00	Director	$0	$0	$0
NATHAN HULL	TRUSTEE	1.00	Director	$0	$0	$0
PAT LEAHY	TRUSTEE	1.00	Director	$0	$0	$0
JOSH LOGSDON	TRUSTEE	1.00	Director	$0	$0	$0
TRESSA MERCY	TRUSTEE	1.00	Director	$0	$0	$0
DARLENE PICATTI	TRUSTEE	1.00	Director	$0	$0	$0
SHANE PIERONE	TRUSTEE	1.00	Director	$0	$0	$0
MATT REEDS	TRUSTEE	1.00	Director	$0	$0	$0
TAYLOR STORMO	TRUSTEE	1.00	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	$1,312,651	$880,392	$4,390,550	$432,259
2023	$1,212,115	$918,247	$3,927,390	$293,868
2022	$1,519,189	$803,141	$3,534,336	$716,048
2021	$1,711,378	$1,129,681	$3,020,679	$581,697
2020	$901,179	$1,105,491	$2,356,840	$-204,312
2019	$1,282,790	$916,318	$2,567,740	$366,472
2018	$937,627	$158,603	$2,176,163	$779,024

YAKIMA ROTARY TRUST