POLK COUNTY & BOLIVAR CHARITY TRUST

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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

KAETJENS NUNEZ

Phone

4172276200

Tax Period

2023-01-01 to 2023-12-31

POLK COUNTY & BOLIVAR CHARITY TRUST, founded in 1986, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $81K in total revenue in fiscal year 2023. Expenses of $242K exceeded revenue, resulting in a 201% operating deficit.

Mission

PROVIDE SUPPORT FOR THE CITY GOVT OF BOLIVAR, MO, COUNTY GOVT OF POLK COUNTY, MISSOURI AND ALL SCHOOL DISTRICTS OF POLK COUNTY

Program Service Accomplishments

Program 1

Expenses: $199,535

PROVIDING INCOME FOR THE GOVERNMENTAL AND TAX-EXEMPT ORGANIZATION MENTIONED ABOVE

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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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $63,955

Other Revenue $16,593

TOTAL REVENUE $80,548

Expense Breakdown

Grants Paid $199,535

Salaries & Benefits $31,802

Fundraising Expenses $0

Program Expenses $199,535

Other Expenses $10,796

TOTAL EXPENSES $242,133

Year-over-Year Comparison

	2023	2022	Change
Revenue	$80,548	$-80,063	-2.0%
Expenses	$242,133	$278,754	-0.1%
Net Income	$-161,585	$-358,817	-0.5%

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
KAETJENS NUNEZ	PHILANTHROPIC OFFICER	2.00	Director	$0	$0	$0
BILL BRASWELL	DIRECTOR	2.00	Director	$0	$0	$0
STACY BUTTERFIELD	DIRECTOR	2.00	Director	$0	$0	$0
CHRIS WARWICK	DIRECTOR	2.00	Director	$0	$0	$0
PAULA HUBBERT	DIRECTOR	2.00	Director	$0	$0	$0
N/A	TRUSTEE	2.00		$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
2024	No data	No data	No data	No data
2023	$80,548	$242,133	$3,425,315	$-161,585
2022	$-80,063	$278,754	$3,201,009	$-358,817
2021	$760,753	$287,585	$4,175,298	$473,168
2020	$264,563	$256,260	$3,896,082	$8,303
2019	$169,612	$251,278	$3,562,482	$-81,666
2018	$301,273	$262,024	$3,106,064	$39,249