SOUTH BEND ROTARY CHARITABLE FOUND… - Form 990 Financial Data

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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

1986

Legal Domicile

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."

Program Service Accomplishments

Program 1

Expenses: $106,204

THE SOUTH BEND ROTARY CHARITABLE FOUNDATION FULFILLS COMMUNITY SERVICE ACTIVITIES AND THE FOLLOWING CAUSES: THANKSGIVING BASKETS PROVIDED MEALS TO OVER 150 FAMILIES IN NEED DURING THE FISCAL YEAR...

THE SOUTH BEND ROTARY CHARITABLE FOUNDATION FULFILLS COMMUNITY SERVICE ACTIVITIES AND THE FOLLOWING CAUSES: THANKSGIVING BASKETS PROVIDED MEALS TO OVER 150 FAMILIES IN NEED DURING THE FISCAL YEAR. SCHOLARSHIPS ARE AWARDED TO INDIVIDUALS TO ATTEND COLLEGE. PHILANTHROPIC AND PRESIDENT'S AWARDS WERE GIVEN TO REAL SERVICES, INC TO EXPAND THEIR NEW SENIOR FACILITY AND ANGELS IN THE ATTIC, WHO HELP WOMEN WHO HAVE SUFFERED DOMESTIC VIOLENCE. TWO INTERNATIONAL GRANTS WERE PROVIDED TO ASSIST A COMMUNITY IN UGANDA WITH ELECTRICITY AND HEALTH PROBLEMS AS PROVIDING FUNDING TO BUILD MOBILITY CARTS FOR INDIVIDUALS WORLDWIDE IN NEED OF MOBILITY.

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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 (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

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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
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

SOUTH BEND ROTARY CHARITABLE FOUNDATION INC