KEWANEE ROTARY FOUNDATION CHARITABLE TR (EIN 843468403) - 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

2019

Legal Domicile

Principal Officer

DOUGLAS IRWIN

Tax Period

2022-07-01 to 2023-06-30

KEWANEE ROTARY FOUNDATION CHARITABLE TR, founded in 2019, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $7K in total revenue in fiscal year 2022. Revenue fell 123% from the prior year — a significant decline worth monitoring.

Mission

THE KEWANEE ROTARY FOUNDATION CHARITABLE TRUST IS DESIGNED TO SUPPORT THE KEWANEE ROTARY FOUNDATION IN ITS MISSION TO ASSIST VARIOUS PUBLIC CHARITIES, COMMUNITY EVENTS, AND SCHOOL ACTIVITIES IN THE STARK COUNTY AND HENRY COUNTY AREAS.

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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 $0

Program Service Revenue $0

Investment Income $0

Other Revenue $-7,458

TOTAL REVENUE $-7,458

Expense Breakdown

Grants Paid $5,848

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $6,401

Other Expenses $553

TOTAL EXPENSES $6,401

Year-over-Year Comparison

	2022	2021	Change
Revenue	$-7,458	$32,574	-1.2%
Expenses	$6,401	$39,114	-0.8%
Net Income	$-13,859	$-6,540	+1.1%

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

N/A

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
MERLE HALL	Director	Director	$0	$0	$0
NANCY SUTTON	President	Director	$0	$0	$0
JOHN BOWSER	PRESIDENT ELECT	Director	$0	$0	$0
JOHN LOONEY	Vice President	Director	$0	$0	$0
ZACHARY LESSARD	Director	Director	$0	$0	$0
CHRISTIAN JACKSON	Director	Director	$0	$0	$0
DANIELLE WILLIAMS	Director	Director	$0	$0	$0
CHANDA DOWELL	Director	Officer	$0	$0	$0
CARRIE GUSTAFSON	PAST PRESIDENT	Officer	$0	$0	$0
DIANNE PACKEE	Director	Officer	$0	$0	$0
STEVE RIDER	Secretary	Officer	$0	$0	$0
DOUGLAS IRWIN	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
2023	$-7,458	$6,401	$2,178,654	$-13,859
2022	$32,574	$39,114	$2,179,667	$-6,540
2021	$22,504	$38,290	$2,181,520	$-15,786

KEWANEE ROTARY FOUNDATION CHARITABLE TR