Rotary Club of The Woodlands

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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

1975

Legal Domicile

Phone

2817449318

Tax Period

2023-07-01 to 2024-06-30

Rotary Club of The Woodlands, founded in 1975, is a small nonprofit that reported $154K in total revenue in fiscal year 2023.

Mission

Community Service

Program Service Accomplishments

Program 1

Expenses: $5,099

To provide scholarship funds to outstanding individuals to recognize their charitable efforts and help them achieve their goals

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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 $153,075

Program Service Revenue $0

Investment Income $1,146

Other Revenue $0

TOTAL REVENUE $154,221

Expense Breakdown

Grants Paid $5,099

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $5,099

Other Expenses $161,892

TOTAL EXPENSES $166,991

Year-over-Year Comparison

	2023	2022	Change
Revenue	$154,221	$153,144	+0.0%
Expenses	$166,991	$167,136	0.0%
Net Income	$-12,770	$-13,992	-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

100

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
Zach Richmond	Executive Dir.	2.00	Officer Director	$0	$0	$0
Kay Fannin	President	3.00	Officer Director	$0	$0	$0
Denton Florian	Executive Dir.	2.00	Officer Director	$0	$0	$0
Jana Kelly	Treasurer	2.00	Officer Director	$0	$0	$0
Will Warren	Vice President	2.00	Officer Director	$0	$0	$0
Craig Eissler	Director	2.00	Director	$0	$0	$0
Tammy Schroder	Director	2.00	Director	$0	$0	$0
Cindy Heiser	Secretary	2.00	Director	$0	$0	$0
Adria Salas	Director	2.00	Director	$0	$0	$0
Christine Chapman	Director	2.00	Director	$0	$0	$0
Felipe Suarez	Director	2.00	Director	$0	$0	$0
Matt Bottorff	Director	2.00	Director	$0	$0	$0
Beau DeVautour	Director	2.00	Director	$0	$0	$0
Jon Sanderson	Director	2.00	Director	$0	$0	$0
Matthew Samford	Director	2.00	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	$154,221	$166,991	$63,251	$-12,770
2023	$153,144	$167,136	$76,021	$-13,992
2022	$142,619	$155,910	$90,013	$-13,291
2021	$131,686	$137,247	$103,304	$-5,561
2020	$148,772	$171,783	$108,865	$-23,011
2019	$241,953	$218,050	$131,876	$23,903