WENATCHEE ROTARY FOUNDATION INC

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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

1950

Legal Domicile

Principal Officer

TYLER MICKEY

Phone

3605817803

Tax Period

2024-07-01 to 2025-06-30

WENATCHEE ROTARY FOUNDATION INC, founded in 1950, is a small nonprofit in the Education sector that reported $239K in total revenue in fiscal year 2024. Revenue surged 94% from the prior year, signaling strong growth momentum. Expenses of $225K left a modest 6% surplus.

Mission

THE MISSION OF THE ROTARY FOUNDATION IS TO SUPPORT THE EFFORTS OF ROTARY INTERNATIONAL IN THE FULFILLMENT OF THE OBJECT OF ROTARY, ROTARYS MISSION, AND THE ACHIEVEMENT OF WORLD UNDERSTANDING AND PEACE THROUGH LOCAL, NATIONAL, AND INTERNATIONAL HUMANITARIAN, EDUCATIONAL, AND CULTURAL PROGRAMS.

Program Service Accomplishments

Program 1

Expenses: $201,389

PROVIDE DONATIONS/FUNDING TO VARIOUS CHARITIES AND EDUCATIONAL ORGANIZATIONS PROVIDING SERVICES TO RESIDENTS IN THE WENATCHEE VALLEY AND BEYOND

Program 2

Expenses: $12,615

PROVIDING IMPROVEMENTS TO A COMMUNITY PARK FOR RESIDENTS OF WENATCHEE AND BEYOND TO ENJOY

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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 (2024)

Revenue Breakdown

Contributions & Grants $227,966

Program Service Revenue $0

Investment Income $24,559

Other Revenue $-13,615

TOTAL REVENUE $238,910

Expense Breakdown

Grants Paid $201,389

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $214,004

Other Expenses $23,295

TOTAL EXPENSES $224,684

Year-over-Year Comparison

	2024	2023	Change
Revenue	$238,910	$122,945	+0.9%
Expenses	$224,684	$83,325	+1.7%
Net Income	$14,226	$39,620	-0.6%

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
ROBERTA ALLEY	PRESIDENT	004.00	Officer Director	$0	$0	$0
KEN ROBERTSON	PRESIDENT-ELECT	001.00	Officer Director	$0	$0	$0
TYLER MICKEY	TREASURER	004.00	Officer Director	$0	$0	$0
NATLIE WILLIAMS	SECRETARY	001.00	Officer Director	$0	$0	$0
GARRY SPARKS	DIRECTOR	001.00	Director	$0	$0	$0
JOE ST JEAN	DIRECTOR	001.00	Director	$0	$0	$0
MIKE KINTNER	DIRECTOR	001.00	Director	$0	$0	$0
ERIC HARRISON	DIRECTOR	001.00	Director	$0	$0	$0
JUDY CONNER	DIRECTOR	001.00	Director	$0	$0	$0
RACHEL EVEY	DIRECTOR	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	$238,910	$224,684	$729,392	$14,226
2024	$122,945	$83,325	$672,147	$39,620
2023	$215,620	$273,087	$593,254	$-57,467
2022	$226,349	$173,130	$607,600	$53,219
2021	$45,083	$61,367	$649,768	$-16,284
2020	$156,939	$184,157	$558,197	$-27,218
2019	$183,738	$179,379	$583,000	$4,359
2018	$87,838	$36,361	$582,004	$51,477