ROUSH FAMILY FOUNDATION (EIN 311677576) - 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

2000

Legal Domicile

Principal Officer

SCOTT HEITKAMP

Phone

6142514000

Tax Period

2023-01-01 to 2023-12-31

ROUSH FAMILY FOUNDATION, founded in 2000, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $24K in total revenue in fiscal year 2023.

Mission

GRANTMAKING IS UNRESTRICTED, BUT THERE IS A SPECIAL INTEREST IN FUNDING THE WESTERVILLE AREA.

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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 $0

Program Service Revenue $0

Investment Income $-24,188

Other Revenue $596

TOTAL REVENUE $-23,592

Expense Breakdown

Grants Paid $25,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $25,000

Other Expenses $35,477

TOTAL EXPENSES $60,477

Year-over-Year Comparison

	2023	2022	Change
Revenue	$-23,592	$-113,302	-0.8%
Expenses	$60,477	$73,914	-0.2%
Net Income	$-84,069	$-187,216	-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

$1,048,581

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
WENDY L ROUSH	CHAIRPERSON/TRUSTEE	1.00	Officer Director	$0	$0	$0
DANIEL H ROUSH	VICE CHAIR/TRUSTEE	1.00	Officer Director	$0	$0	$0
TIMOTHY J BOTTS	TREASURER/TRUSTEE	1.00	Officer Director	$0	$0	$0
ELMER W YOEST	TRUSTEE	1.00	Director	$0	$0	$0
DAVID E LEHMAN	TRUSTEE	1.00	Director	$0	$0	$0
BRUCE E BAILEY	SECRETARY	1.00	Officer	$0	$0	$0
DOUGLAS F KRIDLER	ASST SECRETARY	0.50	Officer	$0	$105,945	$680,084
SCOTT G HEITKAMP	ASST TREASURER	0.50	Officer	$0	$63,469	$368,497

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
2024	No data	No data	No data	No data
2023	$-23,592	$60,477	$2,297,765	$-84,069
2022	$-113,302	$73,914	$2,641,566	$-187,216
2021	$459,601	$343,016	$3,064,443	$116,585
2020	$39,110	$102,278	$2,783,907	$-63,168
2019	$115,522	$45,498	$2,742,711	$70,024
2018	$99,085	$45,815	$2,501,527	$53,270

ROUSH FAMILY FOUNDATION