BEAUMONT ROTARY FOUNDATION INC

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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

Legal Domicile

Principal Officer

CHUCK HEARE

Phone

4098421913

Tax Period

2023-07-01 to 2024-06-30

BEAUMONT ROTARY FOUNDATION INC is a small nonprofit in the Community Improvement sector that reported $222K in total revenue in fiscal year 2023. Revenue surged 59% from the prior year, signaling strong growth momentum. The organization ran a surplus of $136K, a strong 61% operating margin.

Mission

THE MISSION OF THE BEAUMONT ROTARY FOUNDATION IS TO SUPPORT CHARITABLE PROJECTS OF THE ROTARY CLUB OF BEAUMONT FOR COMMUNITY AND INTERNATIONAL PROJECTS.

Program Service Accomplishments

Program 1

Expenses: $23,449 Revenue: $14,664

LOCAL PROJECTS INCLUDING COLLEGE SCHOLARSHIPS, SPECIAL SCHOLARSHIP FOR STUDENTS RETURNING TO SCHOOL WHO ARE IN FINANCIAL NEED, LOCAL DISASTER RELIEF DUE TO FLOODING, LITERACY PROJECT IN LOCAL...

LOCAL PROJECTS INCLUDING COLLEGE SCHOLARSHIPS, SPECIAL SCHOLARSHIP FOR STUDENTS RETURNING TO SCHOOL WHO ARE IN FINANCIAL NEED, LOCAL DISASTER RELIEF DUE TO FLOODING, LITERACY PROJECT IN LOCAL ELEMENTARY SCHOOLS AND SUPPORT OF LOCAL NON-PROFIT ORGANIZATIONS.

Program 2

Expenses: $17,585 Revenue: $60,689

"SHOW YOUR COLORS" A JOINT PROJECT OF THE ROTARY CLUB OF BEAUMONT AND THE THREE RIVERS COUNCIL OF THE BOY SCOUTS OF AMERICA WHICH DISPLAYS THE AMERICAN FLAG AT OVER 500 LOCATIONS ON SIX FEDERAL...

"SHOW YOUR COLORS" A JOINT PROJECT OF THE ROTARY CLUB OF BEAUMONT AND THE THREE RIVERS COUNCIL OF THE BOY SCOUTS OF AMERICA WHICH DISPLAYS THE AMERICAN FLAG AT OVER 500 LOCATIONS ON SIX FEDERAL HOLIDAYS. THIS PROJECT PROVIDES SUPPORT TO THE THREE RIVERS COUNCIL OF BOY SCOUTS OF AMERICA AND PROMOTE AWARENESS AND FURTHER FOSTERS A SENSE OF PATRIOTISM WITHIN OUR COMMUNITY.

Program 3

Expenses: $27,455 Revenue: $3,970

SUPPORT PROVIDED TO ROTARY FOUNDATION, A 501(C)(3) ORGANIZATION, WHICH ENABLES ROTARIANS TO ADVANCE WORLD UNDERSTANDING, GOODWILL AND PEACE THROUGH A VARIETY OF HUMANITARIAN PROGRAMS. IN ADDITION...

SUPPORT PROVIDED TO ROTARY FOUNDATION, A 501(C)(3) ORGANIZATION, WHICH ENABLES ROTARIANS TO ADVANCE WORLD UNDERSTANDING, GOODWILL AND PEACE THROUGH A VARIETY OF HUMANITARIAN PROGRAMS. IN ADDITION, OTHER SPECIFIC INTERNATIONAL PROJECTS INCLUDE ERADICATION OF POLIO AND LAYETTE PROJECT IN NICARAGUA.

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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 $112,990

Program Service Revenue $79,323

Investment Income $7,680

Other Revenue $21,519

TOTAL REVENUE $221,512

Expense Breakdown

Grants Paid $27,717

Salaries & Benefits $0

Fundraising Expenses $640

Program Expenses $68,489

Other Expenses $57,623

TOTAL EXPENSES $85,340

Year-over-Year Comparison

	2023	2022	Change
Revenue	$221,512	$138,882	+0.6%
Expenses	$85,340	$81,088	+0.1%
Net Income	$136,172	$57,794	+1.4%

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

130

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
CHRIS AYERS	SECRETARY	1.00	Officer Director	$0	$0	$0
JOANNE BROWN	IMMEDIATE PA	0.50	Officer Director	$0	$0	$0
PHIL DUNLAP	CHAIR	1.00	Officer Director	$0	$0	$0
CHUCK HEARE	TREASURER	1.00	Officer Director	$0	$0	$0
REBEKAH MAXWELL	CLUB PRESIDE	0.50	Director	$0	$0	$0
MICHAEL PEREZ	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	No data	No data	No data	No data
2024	$221,512	$85,340	$1,057,655	$136,172
2023	$138,882	$81,088	$864,998	$57,794
2022	$172,907	$134,420	$723,146	$38,487
2021	$194,807	$108,033	$794,027	$86,774
2020	$135,856	$111,180	$650,160	$24,676
2019	$156,387	$98,504	$598,334	$57,883