The Foundation of Bonita Naples Rotary INC (EIN 593607602) - 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

1999

Legal Domicile

Principal Officer

Michael Rusk

Phone

2392070586

Tax Period

2024-07-01 to 2025-06-30

The Foundation of Bonita Naples Rotary INC, founded in 1999, is a micro nonprofit in the Education sector that reported $73K in total revenue in fiscal year 2024. Net assets of $531K represent 87 months of operating reserves.

Mission

The organization's mission Is to assist various charitable and scholastic community organizations.

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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 $57,520

Program Service Revenue $0

Investment Income $15,850

Other Revenue $0

TOTAL REVENUE $73,370

Expense Breakdown

Grants Paid $55,515

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $72,225

Other Expenses $16,710

TOTAL EXPENSES $72,225

Year-over-Year Comparison

	2024	2023	Change
Revenue	$73,370	$73,287	+0.0%
Expenses	$72,225	$53,337	+0.4%
Net Income	$1,145	$19,950	-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

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
Kim Anderson	Secretary	Officer Director	$0	$0	$0
Janet Dibenedetto	President	Officer Director	$0	$0	$0
James Mullen	Director	Officer Director	$0	$0	$0
Philip Roach	Director	Director	$0	$0	$0
Michael Rusk	Treasurer	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
2025	$73,370	$72,225	$531,181	$1,145
2024	$73,287	$53,337	$516,520	$19,950
2023	$94,070	$108,303	$468,991	$-14,233
2022	$91,745	$108,728	$451,898	$-16,983
2021	$27,809	$32,065	$506,676	$-4,256
2020	$82,448	$81,867	$443,291	$581
2018	$21,642	$39,603	$427,217	$-17,961

The Foundation of Bonita Naples Rotary INC