AUSTIN ROTARY CLUB FOUNDATION (EIN 742245394) - 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

1980

Legal Domicile

Phone

5124621333

Tax Period

2023-07-01 to 2024-06-30

AUSTIN ROTARY CLUB FOUNDATION, founded in 1980, is a small nonprofit in the Community Improvement sector that reported $332K in total revenue in fiscal year 2023. The organization ran a surplus of $132K, a strong 40% operating margin.

Mission

SUPPORTING THE COMMUNITY WITH COLLEGE SCHOLARSHIPS TO DESERVING YOUNG PEOPLE, CAMP ENTERPRISE WHICH TEACHES HIGH SCHOOL STUDENTS ABOUT FREE ENTERPRISE, ASSISTING THE HELPING HAND HOME FOR CHILDREN, PARTNERING WITH LIVELY MIDDLE SCHOOL PROGRAMS WHOSE PRIMARY MISSION IS TO ASSIST OTHERS IN NEED OF SUPPORT, AND SUPPORTING ROTARY GLOBAL GRANTS.

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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 $220,213

Program Service Revenue $0

Investment Income $112,049

Other Revenue $0

TOTAL REVENUE $332,262

Expense Breakdown

Grants Paid $77,900

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $163,052

Other Expenses $122,787

TOTAL EXPENSES $200,687

Year-over-Year Comparison

	2023	2022	Change
Revenue	$332,262	$316,506	+0.0%
Expenses	$200,687	$175,842	+0.1%
Net Income	$131,575	$140,664	-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

N/A

Employees

N/A

Volunteers

N/A

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
ANDREW SWANSON	CHAIR	1.00	Officer Director	$0	$0	$0
VLAD BAHRENCU	Trustee	1.00	Director	$0	$0	$0
LESLIE BAGBY	VICE CHAIR	1.00	Officer Director	$0	$0	$0
MICHELE HEYMAN	Treasurer	1.00	Officer Director	$0	$0	$0
HAROLD INGERSOLL	Trustee	1.00	Director	$0	$0	$0
DARRICK EUGENE	Trustee	1.00	Director	$0	$0	$0
DALE LOWE	Trustee	1.00	Director	$0	$0	$0
PETE MEEKER	Trustee	1.00	Director	$0	$0	$0
JAIME PHILLIPS	Trustee	1.00	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	$332,262	$200,687	$3,212,226	$131,575
2023	$316,506	$175,842	$2,855,752	$140,664
2022	$428,325	$139,963	$2,590,104	$288,362
2021	$418,641	$159,179	$2,979,717	$259,462
2020	$286,889	$172,634	$2,199,707	$114,255
2019	$251,984	$187,226	$2,084,745	$64,758
2018	$344,101	$156,165	$2,007,617	$187,936

AUSTIN ROTARY CLUB FOUNDATION