THE FORT MYERS ROTARY TRUST FUND

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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

STEVE BELCHER

Phone

2393328158

Tax Period

2024-07-01 to 2025-06-30

THE FORT MYERS ROTARY TRUST FUND, founded in 1995, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $122K in total revenue in fiscal year 2024. Revenue surged 63% from the prior year, signaling strong growth momentum. Expenses of $113K left a modest 7% surplus.

Mission

TO PROMOTE CHARITABLE GIVING FOR QUALIFIED ORGANIZATIONS.

Program Service Accomplishments

Program 1

Expenses: $103,375

EDUCATIONAL RELATED GRANTS AND SCHOLARSHIPS - IF AWARDED, A SCHOLARSHIP OF $2,000 WILL BE PAID OUT IN ONE OR TWO INSTALLMENTS, PURSUANT TO THE DISCRETION OF THE SCHOLARSHIP COMMITTEE. APPLICANTS MAY REAPPLY EACH YEAR, HOWEVER THERE IS NO GUARANTEE OF AWARD. APPLICANTS AWARDED A $2,000 SCHOLARSHIP ("RECIPIENTS") MAY REAPPLY FOR AND MAY RECEIVE ONE RENEWAL SCHOLARSHIP, SO LONG AS THE RECIPIENT HAS MAINTAINED AT LEAST A 3.0 GPA (UNWEIGHTED); HOWEVER, THERE IS NO GUARANTEE OF A RENEWAL SCHOLARSHIP FOR ANY RECIPIENT. A RENEWAL SCHOLARSHIP, IF AWARDED, SHALL BE PAID OUT IN ONE OR TWO ADDITIONAL, SEPARATE INSTALLMENTS, PURSUANT TO THE DISCRETION OF THE SCHOLARSHIP COMMITTEE. THE MAXIMUM SCHOLARSHIP AWARD THAT A SINGLE RECIPIENT MAY RECEIVE FROM THE CLUB IS $4,000 (CONTINUED ON SCHEDULE O) WHICH WILL BE PAID IN INSTALLMENTS, PURSUANT TO THE DISCRETION OF THE SCHOLARSHIP COMMITTEE. ONLY THE FALL AND SPRING SEMESTERS SHALL BE ELIGIBLE COLLEGE TERMS.

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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 $113,985

Program Service Revenue $0

Investment Income $13,374

Other Revenue $-5,459

TOTAL REVENUE $121,900

Expense Breakdown

Grants Paid $103,375

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $103,375

Other Expenses $9,849

TOTAL EXPENSES $113,224

Year-over-Year Comparison

	2024	2023	Change
Revenue	$121,900	$74,938	+0.6%
Expenses	$113,224	$85,714	+0.3%
Net Income	$8,676	$-10,776	-1.8%

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

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

$24,480

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
STEVE BELCHER	PRESIDENT	10.00	Officer Director	$0	$0	$0
ANNE ROSE	PRESIDENT ELECT	8.00	Officer Director	$0	$0	$0
DAN DETRICK	VICE PRESIDENT	4.00	Officer Director	$0	$0	$0
ANGEL BRACERO	TREASURER	6.00	Officer Director	$0	$0	$0
CARY KLEINFIELD	SECRETARY	6.00	Officer Director	$0	$0	$0
GARY HOWINGTON	DIRECTOR	2.00	Director	$0	$0	$0
CYNTHIA DUFF	DIRECTOR	2.00	Director	$0	$0	$0
SKIP CAMP	DIRECTOR	2.00	Director	$0	$0	$0
MICHAEL HOTCHKISS	DIRECTOR	2.00	Director	$0	$0	$0
SARAH MACK	DIRECTOR	2.00	Director	$0	$0	$0
MARK STITCHER	DIRECTOR	2.00	Director	$0	$0	$0
PATRICIA BELL	EXECUTIVE SECRETARY	2.00	Director	$0	$0	$24,480

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	$121,900	$113,224	$737,620	$8,676
2024	$74,938	$85,714	$655,330	$-10,776
2023	$201,705	$266,701	$619,266	$-64,996
2022	$156,029	$134,748	$659,000	$21,281
2021	$107,970	$65,904	$716,173	$42,066
2020	$120,114	$136,985	$562,689	$-16,871
2019	$75,871	$76,661	$564,626	$-790