TRAVERSE CITY ROTARY CLUB WHEELCHAIRS FOR POLIO SURVIVORS FD (EIN 453176285) - 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

2011

Legal Domicile

Principal Officer

MICHAEL CARUSO

Phone

2319415421

Tax Period

2022-07-01 to 2023-06-30

TRAVERSE CITY ROTARY CLUB WHEELCHAIRS FOR POLIO SURVIVORS FD, founded in 2011, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $32K in total revenue in fiscal year 2022. Revenue surged 69% from the prior year, signaling strong growth momentum. The organization ran a surplus of $8K, a strong 24% operating margin.

Mission

TO PROVIDE ASSISTANCE, INCLUDING WHEELCHAIRS, FOR THE BENEFIT OF POLIO SURVIVORS WHO REQUIRE MEDICAL,EDUCATIONAL, OR PHYSICAL ASSISTANCE TO PURSUE MORE MEANINGFUL AND HEALTHY LIVES.

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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 (2022)

Revenue Breakdown

Contributions & Grants $32,379

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $32,379

Expense Breakdown

Grants Paid $18,600

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $24,587

Other Expenses $6,057

TOTAL EXPENSES $24,657

Year-over-Year Comparison

	2022	2021	Change
Revenue	$32,379	$19,174	+0.7%
Expenses	$24,657	$17,575	+0.4%
Net Income	$7,722	$1,599	+3.8%

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

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	Role	Reportable Comp	Other Comp	Total
ALFRED S BONNEY	PRESIDENT	Officer Director	$0	$0	$0
MICHAEL CARUSO	TREASURER	Officer Director	$0	$0	$0
ALFRED S BONNEY	SECRETARY	Officer Director	$0	$0	$0
JON RANDLES	DIRECTOR	Director	$0	$0	$0
JANIE MCNABB	DIRECTOR	Director	$0	$0	$0
AMANDA SCOTT	DIRECTOR	Director	$0	$0	$0
MARSHA MINIVERNI	DIRECTOR	Director	$0	$0	$0
DAN BURON	DIRECTOR	Director	$0	$0	$0
ALAN LONG	DIRECTOR	Director	$0	$0	$0
KURT RIVARD	DIRECTOR	Director	$0	$0	$0
ALEX WOOD	DIRECTOR	Director	$0	$0	$0
LAURIE LAPP	DIRECTOR	Director	$0	$0	$0
JOHN RODDY	DIRECTOR	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
2023	$32,379	$24,657	$15,375	$7,722
2022	$19,174	$17,575	$7,653	$1,599
2021	$20,330	$24,725	$27,104	$-4,395
2020	$8,750	$8,782	$10,449	$-32
2019	$6,489	$11,221	$10,482	$-4,732
2018	$15,331	$2,144	$15,214	$13,187

TRAVERSE CITY ROTARY CLUB WHEELCHAIRS FOR POLIO SURVIVORS FD