ROTARY INTL - ALVIN ROTARY CLUB (EIN 746104378) - 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

1977

Legal Domicile

Principal Officer

VICKY GARCIA

Phone

2812455526

Tax Period

2023-07-01 to 2024-06-30

ROTARY INTL - ALVIN ROTARY CLUB, founded in 1977, is a small nonprofit that reported $105K in total revenue in fiscal year 2023. The organization ran a surplus of $19K, a strong 18% operating margin.

Mission

TO ENCOURAGE AND FOSTER THE IDEAL OF SERVICE AS A BASIS OF WORTHY ENTERPRISE AND TO ENCOURAGE AND FOSTER THE DEVELOPMENT OF ACQUAINTANCE AS THE OPPORTUNITY FOR SERVICE; HIGH ETHICAL STANDARDS IN BUSINESS AND PROFESSIONS; THE ADVANCEMENT OF INTERNATIONAL UNDERSTANDING, GOOD WILL, AND PEACE THROUGH A WORLD FELLOWSHIP OF BUSINESS AND PROFESSIONAL PERSONS UNITED IN THE IDEAL OF SERVICE.

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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 $17,000

Program Service Revenue $26,348

Investment Income $4,826

Other Revenue $57,130

TOTAL REVENUE $105,304

Expense Breakdown

Grants Paid $44,877

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $68,837

Other Expenses $41,197

TOTAL EXPENSES $86,074

Year-over-Year Comparison

	2023	2022	Change
Revenue	$105,304	$107,124	0.0%
Expenses	$86,074	$90,477	0.0%
Net Income	$19,230	$16,647	+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

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
ERIC ANDREAS	PAST PRESIDE	2.00	Officer	$0	$0	$0
VICKY GARCIA	TREASURER	2.00	Officer	$0	$0	$0
DAVID JIRCIK	ROTARY FOUND	2.00	Officer	$0	$0	$0
JUDY KIRK	CLUB SERVICE	2.00	Officer	$0	$0	$0
CHRIS LINDSEY	INTERNATIONA	2.00	Officer	$0	$0	$0
PAUL PATTERSON	SECRETARY	2.00	Officer	$0	$0	$0
RENAE RIVES	PRESIDENT	2.00	Officer	$0	$0	$0
BARBARA TRAMMEL	PRESIDENT EL	2.00	Officer	$0	$0	$0
BARBARA TRAMMEL	PUBLIC IMAGE	2.00	Officer	$0	$0	$0
TOM WILSON	YOUTH SERVIC	2.00	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	$105,304	$86,074	$260,768	$19,230
2023	$107,124	$90,477	$246,438	$16,647
2022	$136,984	$93,061	$237,424	$43,923
2021	$104,188	$84,873	$193,501	$19,315

ROTARY INTL - ALVIN ROTARY CLUB