West Salem Rotary Inc (EIN 930852914) - 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

1982

Legal Domicile

Principal Officer

Glenn Okawa

Phone

5035800775

Tax Period

2020-07-01 to 2021-06-30

West Salem Rotary Inc, founded in 1982, is a small nonprofit that reported $103K in total revenue in fiscal year 2020. Revenue decreased 17% compared to the prior year. Expenses of $99K left a modest 4% surplus.

Mission

Community service.

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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 (2020)

Revenue Breakdown

Contributions & Grants $95,223

Program Service Revenue $0

Investment Income $8,035

Other Revenue $0

TOTAL REVENUE $103,258

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $99,429

Other Expenses $99,429

TOTAL EXPENSES $99,429

Year-over-Year Comparison

	2020	2019	Change
Revenue	$103,258	$124,949	-0.2%
Expenses	$99,429	$119,843	-0.2%
Net Income	$3,829	$5,106	-0.3%

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

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
Bryan Brown	Director	2	Director	$0	$0	$0
Ray Steele	Director	2	Director	$0	$0	$0
Brent Holderman	Director	2	Director	$0	$0	$0
Mary Beth Herkert	Director	2	Director	$0	$0	$0
Alton Rossman	Director	2	Director	$0	$0	$0
Marcus Walker	President	7	Officer	$0	$0	$0
Jared Virtue	President Elect	3	Officer	$0	$0	$0
Leigha Carver	Secretary	4	Officer	$0	$0	$0
Glenn Okawa	Treasurer	5	Officer	$0	$0	$0
Dwayne Hilty	Past President	2	Officer	$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
2021	$103,258	$99,429	$178,649	$3,829
2019	$146,496	$141,587	$202,261	$4,909

West Salem Rotary Inc