ROTARY INTERNATIONAL GEORGETOWN TX

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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

1962

Legal Domicile

Principal Officer

JEFF CARTLEDGE

Phone

5156394455

Tax Period

2023-07-01 to 2024-06-30

ROTARY INTERNATIONAL GEORGETOWN TX, founded in 1962, is a small nonprofit that reported $126K in total revenue in fiscal year 2023. Revenue grew 11% year-over-year, indicating healthy expansion.

Mission

THE ROTARY INTERNATIONAL ORGANIZATION PROVIDES SERVICE IN THE COMMUNITY, IN THE WORKPLACE, AND THROUGHOUT THE WORLD. ROTARIANS DEVELOP COMMUNITY SERVICE PROJECTS THAT ADDRESS MANY OF TODAY'S MOST CRITICAL ISSUES, SUCH AS CHILDREN AT RISK, POVERTY AND HUNGER, THE ENVIRONMENT, ILLITERACY, AND VIOLENCE. THEY ALSO SUPPORT EDUCATIONAL AND VOCATIONAL OPPORTUNITIES AND PROVIDE INTERNATIONAL EXCHANGES FOR CAREER DEVELOPMENT FOR STUDENTS, TEACHERS, AND OTHER PROFESSIONALS.

Program Service Accomplishments

Program 1

Expenses: $34,003

ROTARY CLUB IS AN ORGANIZATION OF BUSINESS AND PROFESSIONAL LEADERS WHO MEET WEEKLY TO PLAN AND EXECUTE VARIOUS SERVICE PROJECTS THAT PROVIDE HUMANITARIAN SERVICE IN THE COMMUNITY AND SURROUNDING...

ROTARY CLUB IS AN ORGANIZATION OF BUSINESS AND PROFESSIONAL LEADERS WHO MEET WEEKLY TO PLAN AND EXECUTE VARIOUS SERVICE PROJECTS THAT PROVIDE HUMANITARIAN SERVICE IN THE COMMUNITY AND SURROUNDING AREA.

Program 2

Expenses: $2,884

PROVIDE FUNDS TO GEORGETOWN ROTARY FOUNDATION FOR FUNDING EDUCATION AND SERVICE PROJECTS IN THE GEORGETOWN AREA.

Program 3

Expenses: $67,275

PROVIDE MEETING ACCOMODATIONS AND SERVICE FOR THE WEEKLY MEETINGS.

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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 $125,553

Program Service Revenue $0

Investment Income $90

Other Revenue $0

TOTAL REVENUE $125,643

Expense Breakdown

Grants Paid $0

Salaries & Benefits $18,750

Fundraising Expenses $0

Program Expenses $104,162

Other Expenses $112,937

TOTAL EXPENSES $131,687

Year-over-Year Comparison

	2023	2022	Change
Revenue	$125,643	$113,685	+0.1%
Expenses	$131,687	$137,045	0.0%
Net Income	$-6,044	$-23,360	-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

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
JEFF CARTLEDGE	PRESIDENT	3.00	Officer Director	$0	$0	$0
CAT PHELPS	PAST PRESIDE	2.00	Officer Director	$0	$0	$0
GARY R BROWN	PRESIDENT NO	2.00	Director	$0	$0	$0
JEANNE COX	VP FUNDRAISI	2.00	Officer Director	$0	$0	$0
MARISSA AUSTIN	SECRETARY	2.00	Officer Director	$0	$0	$0
GARY R BROWN	TREASURER	3.00	Officer Director	$0	$0	$0
GAYLON GREGER	SERGEANT AT	2.00	Officer Director	$0	$0	$0
RANDY MONGOLD	ROTARY FOUND	2.00	Director	$0	$0	$0
MATTHEW A HAERTNER	MEMBERSHIP	2.00	Director	$0	$0	$0
DANNY SWAFFORD	YOUTH SERVIC	2.00	Director	$0	$0	$0
AMY BAWCOM	SERVICE PROJ	2.00	Director	$0	$0	$0
PEGGY BROWN	CLUB ADMINIS	2.00	Director	$0	$0	$0
TODD SMITH	PUBLIC IMAGE	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	$125,643	$131,687	$114,887	$-6,044
2023	$113,685	$137,045	$119,265	$-23,360
2022	$105,960	$101,488	$139,881	$4,472
2021	$76,836	$52,719	$130,227	$24,117
2020	$86,557	$79,486	$112,331	$7,071
2019	$93,115	$106,892	$102,693	$-13,777
2018	$159,280	$138,117	$120,899	$21,163