ST JOSEPHBENTON HARBOR ROTARY FOUNDATION INC (EIN 382336366) - 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

1981

Legal Domicile

Principal Officer

TOM WATSON

Phone

2693694650

Tax Period

2023-07-01 to 2024-06-30

ST JOSEPHBENTON HARBOR ROTARY FOUNDATION INC, founded in 1981, is a small nonprofit that reported $128K in total revenue in fiscal year 2023. The organization ran a surplus of $50K, a strong 39% operating margin.

Mission

THE FOUNDATION IS TO IMPROVE THE QUALITY OF LIFE IN THE GREATER ST. JOSEPH/BENTON HARBOR COMMUNITY BY SUPPORTING 1) HUMAN DEVELOPMENT PROJECTS THAT PROMOTE HEALTH, EDUCATION AND SELF-DEVELOPMENT, AND 2) COMMUNITY DEVELOPMENT PROJECTS THAT ENHANCE THE PHYSICAL ASPECTS OF THE COMMUNITY.

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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 $26,500

Program Service Revenue $0

Investment Income $101,106

Other Revenue $0

TOTAL REVENUE $127,606

Expense Breakdown

Grants Paid $69,000

Salaries & Benefits $1,600

Fundraising Expenses $0

Program Expenses $69,000

Other Expenses $6,757

TOTAL EXPENSES $77,357

Year-over-Year Comparison

	2023	2022	Change
Revenue	$127,606	$128,240	0.0%
Expenses	$77,357	$84,269	-0.1%
Net Income	$50,249	$43,971	+0.1%

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

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

$1,200

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TOM WATSON	TREASURER	2.00	Officer	$1,200	$0	$1,200
PRUDY BARRETT-NELSON	DIRECTOR	1.00	Director	$0	$0	$0
LISA CRIPPS-DOWNEY	DIRECTOR	1.00	Director	$0	$0	$0
MATT HANLEY	DIRECTOR	1.00	Director	$0	$0	$0
GAYLE OLSON	DIRECTOR	1.00	Director	$0	$0	$0
DALE PARK	DIRECTOR	1.00	Director	$0	$0	$0
JOHN PROOS	DIRECTOR	1.00	Director	$0	$0	$0
AL PSCHOLKA	DIRECTOR	1.00	Director	$0	$0	$0
REINHOLD SCHROEDER	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL HUIE	PRESIDENT	1.00	Officer	$0	$0	$0
PAUL WESTMAAS	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
2024	$127,606	$77,357	$2,147,802	$50,249
2023	$128,240	$84,269	$1,874,627	$43,971
2022	$74,235	$76,635	$1,735,750	$-2,400
2021	$234,109	$74,192	$2,014,755	$159,917
2020	$79,404	$68,446	$1,599,884	$10,958
2018	$147,036	$66,609	$1,687,364	$80,427

ST JOSEPHBENTON HARBOR ROTARY FOUNDATION INC