Rotary Club of Katy (EIN 746064280) - 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

1946

Legal Domicile

Principal Officer

Rocky Blair

Phone

2813913655

Tax Period

2022-07-01 to 2023-06-30

Rotary Club of Katy, founded in 1946, is a small nonprofit that reported $490K in total revenue in fiscal year 2022. Revenue surged 71% from the prior year, signaling strong growth momentum. The organization ran a surplus of $186K, a strong 38% operating margin.

Mission

Rotary is a volunteer service organization of business and community leaders who come together to create positive, lasting change in our community and around the world with focus on heath, education, hunger, poverty, and the environment.

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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 (2022)

Revenue Breakdown

Contributions & Grants $11,454

Program Service Revenue $0

Investment Income $184

Other Revenue $477,926

TOTAL REVENUE $489,564

Expense Breakdown

Grants Paid $216,515

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $216,515

Other Expenses $87,029

TOTAL EXPENSES $303,544

Year-over-Year Comparison

	2022	2021	Change
Revenue	$489,564	$286,964	+0.7%
Expenses	$303,544	$222,701	+0.4%
Net Income	$186,020	$64,263	+1.9%

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

400

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
Ralph Brock	Director	1.00	Officer Director	$0	$0	$0
Julie Sawyer	Director	1.00	Officer Director	$0	$0	$0
Alton Frailey	Director	1.00	Officer Director	$0	$0	$0
Chris Garcia	Director	1.00	Officer Director	$0	$0	$0
Greg Hess	Seargent at Arm	2.00	Officer Director	$0	$0	$0
Grayden Rochelle	Vice President	2.00	Officer	$0	$0	$0
Kellie Sissom	Past President	5.00	Officer	$0	$0	$0
Kristen Searcy	Treasurer	8.00	Officer	$0	$0	$0
Jennifer Royo	Secretary	5.00	Officer	$0	$0	$0
Rocky Blair	President	8.00	Officer	$0	$0	$0
Jaime Corona	President Elect	6.00	Officer	$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	No data	No data	No data	No data
2023	$489,564	$303,544	$560,170	$186,020
2022	$286,964	$222,701	$311,650	$64,263
2020	$116,632	$215,736	$243,353	$-99,104
2019	$308,547	$247,452	$342,457	$61,095
2018	$188,701	$165,807	$281,362	$22,894

Rotary Club of Katy