The Rotary Club of Houston Foundation Inc (EIN 746084805) - 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

1967

Legal Domicile

Principal Officer

Dan Clinton

Phone

7139739936

Tax Period

2024-07-01 to 2025-06-30

The Rotary Club of Houston Foundation Inc, founded in 1967, is a small nonprofit in the Community Improvement sector that reported $285K in total revenue in fiscal year 2024. Revenue surged 48% from the prior year, signaling strong growth momentum. The organization ran a surplus of $186K, a strong 65% operating margin.

Mission

Improve the Quality of Human Life through Volunteer Community.

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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 (2024)

Revenue Breakdown

Contributions & Grants $196,326

Program Service Revenue $0

Investment Income $123,493

Other Revenue $-35,164

TOTAL REVENUE $284,655

Expense Breakdown

Grants Paid $4,765

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $12,789

Other Expenses $94,073

TOTAL EXPENSES $98,838

Year-over-Year Comparison

	2024	2023	Change
Revenue	$284,655	$192,047	+0.5%
Expenses	$98,838	$432,167	-0.8%
Net Income	$185,817	$-240,120	-1.8%

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
Dan Clinton	Director	1.00	Director	$0	$0	$0
Phil Hampton	Vice President	2.00	Officer Director	$0	$0	$0
Kathy Fenninger	Director	1.00	Director	$0	$0	$0
Mel Gross	Chairman	2.00	Officer Director	$0	$0	$0
Robert Eckels	Treasurer	2.00	Officer Director	$0	$0	$0
Karen Sotallaro	Secretary	2.00	Officer Director	$0	$0	$0
Ken Mattox	President	2.00	Officer Director	$0	$0	$0
Joel Levine	Ex-Officio	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	$284,655	$98,838	$1,376,130	$185,817
2024	$192,047	$432,167	$1,342,193	$-240,120
2023	$491,875	$318,087	$1,556,686	$173,788
2022	$186,410	$270,988	$1,414,163	$-84,578
2021	$134,473	$53,651	$1,478,894	$80,822
2020	$196,853	$188,166	$1,149,784	$8,687
2019	$140,449	$230,331	$1,134,079	$-89,882
2018	$124,498	$95,568	$1,188,148	$28,930

The Rotary Club of Houston Foundation Inc