VAN WERT ROTARY FOUNDATION TRUST

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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

1989

Legal Domicile

Principal Officer

TERRA BONIFAS

Phone

4192386747

Tax Period

2023-07-01 to 2024-06-30

VAN WERT ROTARY FOUNDATION TRUST, founded in 1989, is a micro nonprofit that reported $18K in total revenue in fiscal year 2023. Revenue fell 77% from the prior year — a significant decline worth monitoring. Expenses of $39K exceeded revenue, resulting in a 123% operating deficit.

Mission

TO PROVIDE RESOURCES TO MEET CHARITABLE, SCIENTIFIC, LITERARY OR EDUCATIONAL NEEDS WITHIN THE IDEALS OF ROTARY.

Program Service Accomplishments

Program 1

Expenses: $29,202

PROVIDE SCHOLARSHIPS TO BE USED FOR COLLEGE TO LOCAL HIGH SCHOOL GRADUATES.

Program 2

Expenses: $9,256

LOCAL COMMUNITY SERVICE FOR YOUTH EDUCATIONAL, CIVIC, AND RECREATIONAL ACTIVITIES.

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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 $2,957

Program Service Revenue $0

Investment Income $1,374

Other Revenue $13,207

TOTAL REVENUE $17,538

Expense Breakdown

Grants Paid $28,256

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $38,458

Other Expenses $10,818

TOTAL EXPENSES $39,074

Year-over-Year Comparison

	2023	2022	Change
Revenue	$17,538	$77,632	-0.8%
Expenses	$39,074	$27,348	+0.4%
Net Income	$-21,536	$50,284	-1.4%

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

N/A

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
ANDREW BASHORE	CHAIRMAN	1.00	Director	$0	$0	$0
BEN COWAN	TRUSTEE	1.00	Director	$0	$0	$0
DEBORAH LEHMAN	TRUSTEE	1.00	Director	$0	$0	$0
ADAM RIES	TRUSTEE	1.00	Director	$0	$0	$0
MARK VERVILLE	VICE CHARIMA	1.00	Director	$0	$0	$0
TERRA BONIFAS	TREASURER	1.00	Officer	$0	$0	$0
AMANDA SCHULTE	SECRETARY	1.00	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
2025	No data	No data	No data	No data
2024	$17,538	$39,074	$129,240	$-21,536
2023	$77,632	$27,348	$150,776	$50,284
2022	$9,093	$37,170	$100,492	$-28,077
2021	$44,362	$23,810	$135,226	$20,552
2020	$99,808	$103,047	$114,674	$-3,239
2019	$48,276	$39,480	$117,913	$8,796