ROTARY CLUB OF KILLEEN HEIGHTS

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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

1985

Legal Domicile

Principal Officer

RICK SWAYZER

Phone

2545260571

Tax Period

2021-07-01 to 2022-06-30

ROTARY CLUB OF KILLEEN HEIGHTS, founded in 1985, is a micro nonprofit that reported $89K in total revenue in fiscal year 2021. Revenue grew 14% year-over-year, indicating healthy expansion. The organization ran a surplus of $32K, a strong 36% operating margin.

Mission

NONE

Program Service Accomplishments

Program 1

Expenses: $4,250

TO PROVIDE FUNDS IN SUPPORT OF LOCAL YOUTH ORGANIZATIONS AND FOR SCHOLARSHIPS TO LOCAL HIGH SCHOOL STUDENTS. 3 STUDENTS WERE ASSISTED IN THE CURRENT YEAR.

Program 2

Expenses: $45,179

TO PROVIDE WEEKLY MEETINGS WITH BREAKFAST TO MEMBERS AND GUESTS TO EDUCATE THE COMMUNITY ON LOCAL STATEWIDE, NATIONAL AND INTERNATIONAL EVENTS, PROGRAMS, ORGANIZATION AND HUMANITARIAN OPPORTUNITIES.

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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 (2021)

Revenue Breakdown

Contributions & Grants $61,302

Program Service Revenue $0

Investment Income $458

Other Revenue $27,066

TOTAL REVENUE $88,826

Expense Breakdown

Grants Paid $9,977

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $49,429

Other Expenses $47,130

TOTAL EXPENSES $57,107

Year-over-Year Comparison

	2021	2020	Change
Revenue	$88,826	$77,750	+0.1%
Expenses	$57,107	$50,419	+0.1%
Net Income	$31,719	$27,331	+0.2%

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

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
BECKY ISBELL	PRESIDENT - ELECT	1.00	Officer Director	$0	$0	$0
TINA ADY	IMMEDIATE PAST PRESIDENT	1.00	Officer Director	$0	$0	$0
JIM BONDI	DIRECTOR, ROTARY FOUNDATIO	1.00	Director	$0	$0	$0
LEAH MCGEE	SECRETARY	1.00	Officer Director	$0	$0	$0
CATHERINE STEPHENS	TREASURER	5.00	Officer Director	$0	$0	$0
NICK ROZUMNY	SERGEANT-AT-ARMS	1.00	Officer Director	$0	$0	$0
JASON DURAN	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
MANNY TAMAREZ	PUBLIC RELATIONS DIRECTOR	1.00	Director	$0	$0	$0
ROBERT CROUCH	SERVICE PROJECTS DIRECTOR	1.00	Director	$0	$0	$0
RICK SWAYZER	PRESIDENT	1.00	Officer Director	$0	$0	$0
DICK CHAPIN	PROGRAMS DIRECTOR	1.00	Director	$0	$0	$0
RUTH LORONA	YOUTH SERVICE DIRECTOR	1.00	Director	$0	$0	$0
GERI SCHWARTZMAN	MEMBERSHIP	1.00	Director	$0	$0	$0
EBONY TODD	SATELLITE CLUB CHAIR	1.00	Director	$0	$0	$0
ANNALUARA MENDOZA-SANCHEZ	DIRECTOR, CLUB ADMINISTRATOR	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
2022	$88,826	$57,107	$268,640	$31,719
2021	$77,750	$50,419	$221,417	$27,331
2020	$110,477	$114,057	$201,046	$-3,580
2019	$116,560	$100,494	$210,014	$16,066