Rotary Club of Houston (EIN 740871808) - 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

1912

Legal Domicile

Principal Officer

Ken Mattox

Phone

7139739936

Tax Period

2023-07-01 to 2024-06-30

Rotary Club of Houston, founded in 1912, is a small nonprofit that reported $123K in total revenue in fiscal year 2023.

Mission

The Club's objective is to Encourage and Foster the Idea of Service as a basis of worthy Enterprise, and in particular to Foster the Development of Acquaintance as an Opportunity for Service, High Ethical Standards in Business and Professions, the Application of the Philanthrophy, Volunteerism, and Grantmaking Programs - Expenses for Weekly Luncheon, Committee Activities, and Special Events.

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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 $73,537

Program Service Revenue $49,036

Investment Income $14

Other Revenue $0

TOTAL REVENUE $122,587

Expense Breakdown

Grants Paid $0

Salaries & Benefits $54,283

Fundraising Expenses $0

Program Expenses $46,371

Other Expenses $69,785

TOTAL EXPENSES $124,068

Year-over-Year Comparison

	2023	2022	Change
Revenue	$122,587	$117,053	+0.0%
Expenses	$124,068	$122,296	+0.0%
Net Income	$-1,481	$-5,243	-0.7%

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

Volunteers

131

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
Robert Eckels	President	20.00	Officer Director	$0	$0	$0
Karen Sotallaro	President Elect	20.00	Officer Director	$0	$0	$0
Ken Mattox	Past President	10.00	Officer Director	$0	$0	$0
Lisa Dobey	Secretary	2.00	Officer Director	$0	$0	$0
Elizabeth Jackson	Treasurer	15.00	Officer Director	$0	$0	$0
David Ahlquist	Treasurer Elect	2.00	Officer Director	$0	$0	$0
Nathen Allen	Sergeant-at-Arm	1.00	Officer Director	$0	$0	$0
Dorothy Beeler	Director	1.00	Director	$0	$0	$0
Elena Contreras	Director	1.00	Director	$0	$0	$0
Shannon Hampton	Director	1.00	Director	$0	$0	$0
Demir Karsan	Director	1.00	Director	$0	$0	$0
Hussian Ali	Director	1.00	Director	$0	$0	$0
Brandon Cofield	Director	1.00	Director	$0	$0	$0
Sherry Menger	Director	1.00	Director	$0	$0	$0
Bob Seekely	Director	1.00	Director	$0	$0	$0
Mark Enis	Director	1.00	Director	$0	$0	$0
Kate Gabriele	Director	1.00	Director	$0	$0	$0
Dick Kuriger	Director	1.00	Director	$0	$0	$0
Reed Lackey	Director	0.00	Director	$0	$0	$0
Richard Perry	Director	0.00	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	$122,587	$124,068	$42,780	$-1,481
2023	$117,053	$122,296	$21,516	$-5,243
2022	$84,238	$100,212	$35,027	$-15,974
2021	$75,747	$81,024	$62,522	$-5,277
2020	$110,513	$105,012	$82,254	$5,501
2019	$131,108	$147,754	$93,123	$-16,646
2018	$198,431	$184,653	$76,483	$13,778

Rotary Club of Houston