YAKIMA ROTARY TRUST

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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

THE MISSION OF THE YAKIMA ROTARY TRUST IS TO SERVE AS A VEHICLE TO RECEIVE MEMORIALS, BEQUESTS AND GIFTS TO BE USED TO ENHANCE THE QUALITY OF LIFE FOR THE CITIZENS OF THE YAKIMA AREA.

Program Service Accomplishments

Program 1

Expenses: $838,465

DURING THE 2023-2024 FISCAL YEAR, THE YAKIMA ROTARY TRUST CONTINUED THEIR COMMITMENT TO SUPPORTING THE YAKIMA ROTARY, YAKIMA SOUTHWEST ROTARY, AND YAKIMA SUNRISE ROTARY CLUBS BY PROVIDING MATCHING...

DURING THE 2023-2024 FISCAL YEAR, THE YAKIMA ROTARY TRUST CONTINUED THEIR COMMITMENT TO SUPPORTING THE YAKIMA ROTARY, YAKIMA SOUTHWEST ROTARY, AND YAKIMA SUNRISE ROTARY CLUBS BY PROVIDING MATCHING GRANTS FOR PROJECTS AND PROGRAMS THAT IMPROVE THE QUALITY OF LIFE IN YAKIMA. COMPLETED DURING THE YEAR WERE COMMITMENTS FOR SUPPORT OF OPERATION HARVEST AS WELL AS FUNDS TOWARD THE ROTARY MARKETPLACE IN DOWNTOWN YAKIMA.THE TRUST ALSO ADMINISTERS A RENEWABLE SCHOLARSHIP ENTITLED THE MOLLIE DAVIS SCHOLARSHIP PROGRAM. THIS ANNUAL PROGRAM AWARDS SCHOLARSHIPS TO RESIDENTS OF YAKIMA COUNTY WHO PLAN TO CONTINUE THEIR EDUCATION IN UNDERGRADUATE STUDY. RENEWABLE SCHOLARSHIPS FOR TUITION, BOOKS AND MANDATORY CLASS FEES ARE OFFERED FOR FULL-TIME STUDY AT ACCREDITED TWO OR FOUR-YEAR COLLEGES OR UNIVERSITIES OF THE STUDENT'S CHOICE. AS OF JUNE 2024, 532 STUDENTS HAVE BEEN AWARDED RENEWABLE SCHOLARSHIPS WITH A TOTAL VALUE OVER THE LIFE OF THE SCHOLARSHIPS OF OVER $10 MILLION.

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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