SOUTH BEND ROTARY CHARITABLE FOUNDATION INC

EIN: 541372455 501(c)(3) Philanthropy & Grantmaking

SOUTH BEND, IN

Total Revenue
$116,583
Total Expenses
$119,348
Total Assets
$1,328,931
Net Assets
$1,240,006
🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Sign In — Free (10 views/day)

Financial Trends

Organization Details

Formation Year
1986
Legal Domicile
IN
Principal Officer
AMBER BEHRENS
Phone
5742331516
Tax Period
2024-07-01 to 2025-06-30

SOUTH BEND ROTARY CHARITABLE FOUNDATION INC, founded in 1986, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $117K in total revenue in fiscal year 2024. Revenue surged 74% from the prior year, signaling strong growth momentum. Net assets of $1.2M represent 128 months of operating reserves.

Mission

TO MAKE CHARITABLE GIFTS TO COMMUNITY ORGANIZATIONS AND PROJECTS THAT PROMOTE THE IDEALS OF ROTARY INTERNATIONAL OF "SERVICE ABOVE SELF."

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Sign In — Free (10 views/day)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $54,863
Program Service Revenue $0
Investment Income $53,607
Other Revenue $8,113
TOTAL REVENUE $116,583

Expense Breakdown

Grants Paid $106,204
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $106,204
Other Expenses $13,144
TOTAL EXPENSES $119,348

Year-over-Year Comparison

2024 2023 Change
Revenue $116,583 $66,955 +0.7%
Expenses $119,348 $99,038 +0.2%
Net Income $-2,765 $-32,083 -0.9%
Key Indicators
✓ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required
🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Sign In

Governance

Voting Members
15
Independent Members
15
Employees
N/A
Volunteers
75

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
4
$0
Total Directors
15
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
KJ MAPES DIRECTOR 0.50
Director
$0 $0 $0
DAN VUKMIROVICH DIRECTOR 0.50
Director
$0 $0 $0
CARSTEN SCHMIDT DIRECTOR 0.50
Director
$0 $0 $0
DOUG ELDER DIRECTOR 0.50
Director
$0 $0 $0
HUGH JOHNSON DIRECTOR 0.50
Director
$0 $0 $0
MARK MCDONNELL DIRECTOR 0.50
Director
$0 $0 $0
LEONARDO SANCHEZ DIRECTOR 0.50
Director
$0 $0 $0
DAN ASLESON DIRECTOR 0.50
Director
$0 $0 $0
MICHAEL POUND DIRECTOR 0.50
Director
$0 $0 $0
PAUL SZROM DIRECTOR 0.50
Director
$0 $0 $0
JOEL MOODY DIRECTOR 0.50
Director
$0 $0 $0
STEVE KIELMAN SECRETARY 0.50
Officer Director
$0 $0 $0
JOHN FARRELL TREASURER 0.50
Officer Director
$0 $0 $0
AMBER BEHRENS PRESIDENT 0.50
Officer Director
$0 $0 $0
TINA PATTON PRESIDENT-EL 0.50
Officer 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 $116,583 $119,348 $1,328,931 $-2,765
2024 $66,955 $99,038 $1,222,523 $-32,083
2023 $99,173 $79,144 $1,105,964 $20,029
2022 $138,736 $118,439 $990,150 $20,297
2021 $75,711 $54,960 $1,223,912 $20,751
2020 $67,264 $28,739 $941,162 $38,525
2019 $89,275 $47,320 $903,131 $41,955
Explore More Nonprofits
→Top 100 Nonprofits in Indiana →Largest U.S. Nonprofits →Best Rated Nonprofits →Most Efficient Nonprofits

Compare SOUTH BEND ROTARY CHARITABLE FOUNDATION INC with other nonprofits in Indiana and across the country.

We Value Your Privacy
We use cookies and similar technologies to analyze site traffic and improve your experience. By clicking "Accept All", you consent to our use of cookies for analytics and measurement.