THE FOUNDATION OF THE ROTARY CLUB OF BONITA SPRINGS INC (EIN 593468089) - 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

1997

Legal Domicile

Principal Officer

CHRIS RIESEN

Phone

2394952994

Tax Period

2024-07-01 to 2025-06-30

THE FOUNDATION OF THE ROTARY CLUB OF BONITA SPRINGS INC, founded in 1997, is a small nonprofit in the Education sector that reported $161K in total revenue in fiscal year 2024. Revenue fell 31% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $39K, a strong 24% operating margin.

Mission

COMMUNITY SERVICE AND SUPPORT

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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 $139,858

Program Service Revenue $0

Investment Income $21,512

Other Revenue $0

TOTAL REVENUE $161,370

Expense Breakdown

Grants Paid $116,490

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $116,490

Other Expenses $5,489

TOTAL EXPENSES $121,979

Year-over-Year Comparison

	2024	2023	Change
Revenue	$161,370	$233,000	-0.3%
Expenses	$121,979	$142,014	-0.1%
Net Income	$39,391	$90,986	-0.6%

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	Hours/Week	Role	Reportable Comp	Other Comp	Total
RON ANDERSON	TRUSTEE	N/A	Director	$0	$0	$0
JIM BURGER	TRUSTEE	N/A	Director	$0	$0	$0
BOB LOMBARDO	TREASURER	N/A	Officer Director	$0	$0	$0
KAE MORE	TRUSTEE	N/A	Director	$0	$0	$0
GARY PRICE	SECRETARY	N/A	Officer Director	$0	$0	$0
CHRIS RIESEN	PRESIDENT	N/A	Officer Director	$0	$0	$0
EILEEN TASSO	TRUSTEE	N/A	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	$161,370	$121,979	$736,078	$39,391
2023	$166,564	$173,283	$551,221	$-6,719
2022	$147,736	$66,444	$576,390	$81,292
2021	$91,525	$58,191	$567,803	$33,334
2020	$68,587	$114,346	$451,054	$-45,759
2019	$75,271	$57,593	$490,424	$17,678
2018	$97,739	$61,768	$471,957	$35,971

THE FOUNDATION OF THE ROTARY CLUB OF BONITA SPRINGS INC