Rockwall Amica Sorority 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

Formation Year

2006

Legal Domicile

Principal Officer

Ashley Cleveland

Phone

9722680809

Tax Period

2023-05-01 to 2024-04-30

Rockwall Amica Sorority Inc, founded in 2006, is a small nonprofit in the Human Services sector that reported $112K in total revenue in fiscal year 2023. Revenue surged 48% from the prior year, signaling strong growth momentum. Expenses of $128K exceeded revenue, resulting in a 14% operating deficit.

Mission

To support the local community by raising funds to award college scholarships to local seniors and to provide grants to local charities

Program Service Accomplishments

Program 1

Expenses: $57,500 Revenue: $0

Scholarships for high school students entering university

Program 2

Expenses: $60,000 Revenue: $0

Support local community by granting financial assistance to a variety Rockwall non-profit organizations

Program 3

Expenses: $3,950 Revenue: $0

Support local community by contributing/hosting to seasonal community events such as Easter baskets, Christmas Stockings and the Spring Social

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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 $6,525

Program Service Revenue $0

Investment Income $0

Other Revenue $105,698

TOTAL REVENUE $112,223

Expense Breakdown

Grants Paid $117,500

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $121,450

Other Expenses $10,929

TOTAL EXPENSES $128,429

Year-over-Year Comparison

	2023	2022	Change
Revenue	$112,223	$75,829	+0.5%
Expenses	$128,429	$90,537	+0.4%
Net Income	$-16,206	$-14,708	+0.1%

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

Employees

N/A

Volunteers

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
Jocelyn Craig	President	5.00	Officer	$0	$0	$0
Starla Howell	Secretary	5.00	Officer	$0	$0	$0
Ashley Cleveland	Treasurer	5.00	Officer	$0	$0	$0
Stephanie Fussell	Vice President	5.00	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
2024	$112,223	$128,429	$64,937	$-16,206
2023	$75,829	$90,537	$105,927	$-14,708
2022	$315,187	$45,944	$170,815	$269,243
2021	$85,775	$85,635	$51,192	$140
2020	$128,629	$119,435	$111,247	$9,194