DEFIANCE ROTARY FOUNDATION (EIN 341836603) - 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

1996

Legal Domicile

Principal Officer

TERRY MELTON

Phone

4197822000

Tax Period

2023-07-01 to 2024-06-30

DEFIANCE ROTARY FOUNDATION, founded in 1996, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $134K in total revenue in fiscal year 2023. Revenue surged 59% from the prior year, signaling strong growth momentum. The organization ran a surplus of $57K, a strong 43% operating margin.

Mission

RAISE FUNDS THROUGH SOLICITATION OF GIFTS AND THROUGH FUND RAISING ACTIVITIES, SO THAT FUNDS CAN BE CONTRIBUTED TO CHARITABLE AND EDUCATIONAL ORGANIZATIONS IN THE DEFIANCE AREA FOR THE BETTERMENT AND BENEFIT OF THE PEOPLE OF THE DEFIANCE AREA AND FOR THE PURPOSE OF PROMOTING THE WORLDWIDE WORK OF ROTARY INTERNATIONAL

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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 $10,189

Program Service Revenue $0

Investment Income $31,982

Other Revenue $91,513

TOTAL REVENUE $133,684

Expense Breakdown

Grants Paid $72,415

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $72,415

Other Expenses $4,205

TOTAL EXPENSES $76,620

Year-over-Year Comparison

	2023	2022	Change
Revenue	$133,684	$83,985	+0.6%
Expenses	$76,620	$65,697	+0.2%
Net Income	$57,064	$18,288	+2.1%

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
RITA BOWLING	SECRETARY	0.50	Officer Director	$0	$0	$0
KIRSTIE MACK	VICE PRESIDE	0.10	Director	$0	$0	$0
TERRY MELTON	TREASURER	1.00	Officer Director	$0	$0	$0
MORRIS MURRAY	PRESIDENT	0.25	Officer Director	$0	$0	$0
ETHAN STYKEMAIN	TRUSTEE	0.10	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	$133,684	$76,620	$477,089	$57,064
2023	$83,985	$65,697	$405,370	$18,288
2022	$101,226	$74,906	$370,429	$26,320
2021	$95,679	$77,403	$406,398	$18,276

DEFIANCE ROTARY FOUNDATION