ROTARY CLUB OF MCALLEN SOUTH (EIN 742301273) - 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

1973

Legal Domicile

Principal Officer

DANIEL GALVAN

Phone

9566882522

Tax Period

2018-07-01 to 2019-06-30

ROTARY CLUB OF MCALLEN SOUTH, founded in 1973, is a micro nonprofit that reported $60K in total revenue in fiscal year 2018. Revenue fell 45% from the prior year — a significant decline worth monitoring. Expenses of $69K exceeded revenue, resulting in a 15% operating deficit.

Mission

THE ROTARY CLUB OF MCALLEN SOUTH SUPPORTS LOCAL EDUCATION BY GIVING SCHOLARSHIPS TO GRADUATING HIGH SCHOOL SENIORS AND SUPPORTS THE MISSION OF ROTARY INTERNATIONAL WITH FINANCIAL AND VOLUNTEER DONATIONS.

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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 (2018)

Revenue Breakdown

Contributions & Grants $25,060

Program Service Revenue $0

Investment Income $0

Other Revenue $34,975

TOTAL REVENUE $60,035

Expense Breakdown

Grants Paid $21,375

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $49,797

Other Expenses $47,762

TOTAL EXPENSES $69,137

Year-over-Year Comparison

	2018	2017	Change
Revenue	$60,035	$109,906	-0.5%
Expenses	$69,137	$111,106	-0.4%
Net Income	$-9,102	$-1,200	+6.6%

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
GEORGE KUHN	FOUNDATION DIRECTOR	1.00	Director	$0	$0	$0
JOHN KING	PRESIDENTIAL ADVISOR	1.00	Director	$0	$0	$0
JOHN TIPPIT	SERGEANT AT ARMS	1.00	Director	$0	$0	$0
CHRIS GRAHAM	MEMBERSHIP	1.00	Director	$0	$0	$0
REID MARKLE	INTERACT	1.00	Director	$0	$0	$0
DANIEL MARTINEZ	FUNDRAISING DIRECTOR	1.00	Director	$0	$0	$0
MARIA MARTINEZ	PUBLIC RELATIONS	1.00	Director	$0	$0	$0
ALEXIS VILLARREAL	FELLOWSHIP	1.00	Director	$0	$0	$0
JORDAN LEWIS	PROGRAMS	1.00	Director	$0	$0	$0
ROGER K STOLLEY	SERVICE PROJECTS	1.00	Director	$0	$0	$0
DANIEL GALVAN	PRESIDENT	1.00	Officer Director	$0	$0	$0
DAN WORTHINGTON	IMMEDIATE PAST PRESIDENT	1.00	Officer Director	$0	$0	$0
BRIAN HANSEN	PRESIDENT ELECT	1.00	Officer Director	$0	$0	$0
PAT MCCARTY	TREASURER	1.00	Officer Director	$0	$0	$0
JONATHAN COODY	SECRETARY	1.00	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
2019	$60,035	$69,137	$61,042	$-9,102
2018	$109,906	$111,106	$70,014	$-1,200

ROTARY CLUB OF MCALLEN SOUTH