McKinney Rotary Foundation (EIN 342051592) - 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

2007

Legal Domicile

Principal Officer

Phone

9725696802

Tax Period

2017-07-01 to 2018-06-30

McKinney Rotary Foundation, founded in 2007, is a small nonprofit in the Youth Development sector that reported $531K in total revenue in fiscal year 2017. Revenue surged 974% from the prior year, signaling strong growth momentum. Expenses of $505K left a modest 5% surplus.

Mission

McKinney Rotary Foundation's primary exempt purpose is to promote and support educational, scientific and charitable purposes within the meaning of Section 501c3 of the IRC of 1954.

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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 (2017)

Revenue Breakdown

Contributions & Grants $4,906

Program Service Revenue $0

Investment Income $0

Other Revenue $525,739

TOTAL REVENUE $530,645

Expense Breakdown

Grants Paid $483,469

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $502,714

Other Expenses $21,822

TOTAL EXPENSES $505,291

Year-over-Year Comparison

	2017	2016	Change
Revenue	$530,645	$49,431	+9.7%
Expenses	$505,291	$44,425	+10.4%
Net Income	$25,354	$5,006	+4.1%

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

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
Mike Bell	President	5.00	Officer Director	$0	$0	$0
Paul Powell	Secretary	5.00	Officer Director	$0	$0	$0
Liesl Friesenhahn	Treasurer	5.00	Officer Director	$0	$0	$0
Cathie Walner	Controller	5.00	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
2018	$530,645	$505,291	$95,500	$25,354

McKinney Rotary Foundation