ROTARY CLUB OF FORT WORTH

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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

1961

Legal Domicile

Principal Officer

ANN SHEETS

Phone

8173327977

Tax Period

2023-07-01 to 2024-06-30

ROTARY CLUB OF FORT WORTH, founded in 1961, is a small nonprofit that reported $455K in total revenue in fiscal year 2023. Expenses of $438K left a modest 4% surplus.

Mission

THE ROTARY CLUB OF FORT WORTH IS A CIVIC ORGANIZATION WHOSE MISSION IS TO PROVIDE SERVICE TO OTHERS, PROMOTE INTEGRITY AND ADVANCE WORLD PEACE, GOODWILL, AND UNDERSTANDING.

Program Service Accomplishments

Program 1

ROTARY INTERNATIONAL AND ROTARY DISTRICT PER CAPITA DUES TO PROMOTE AND CONTINUE SERVICE PROGRAMS UNDER THE ROTARY MOTTO OF SERVICE ABOVE SELF AND MAINTAIN GOOD STANDING WITH ROTARY INTERNATIONAL

Program 2

THE COMMUNITY AND CLUB SERVICE COMMITTEES PROVIDE SERVICES TO THE COMMUNITY SUCH AS CAREER COUNSELING TO STUDENTS TO ENHANCE THEIR CONCEPT OF VOLUNTEERISM AND WRITING SKILLS, SPONSORSHIP OF OUTREACH DRIVES SUCH AS TOY DRIVE, FOOD DRIVE, SCHOOL SUPPLY DRIVE, TOILETRY DRIVE AND SUPPORT OUTREACH DRIVES FOR VETERANS, ETC.

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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 $0

Program Service Revenue $443,073

Investment Income $11,834

Other Revenue $0

TOTAL REVENUE $454,907

Expense Breakdown

Grants Paid $0

Salaries & Benefits $83,278

Fundraising Expenses $38,773

Program Expenses $360,810

Other Expenses $355,007

TOTAL EXPENSES $438,285

Year-over-Year Comparison

	2023	2022	Change
Revenue	$454,907	$465,545	0.0%
Expenses	$438,285	$414,468	+0.1%
Net Income	$16,622	$51,077	-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

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
KIRK DRIVER	PRESIDENT	10.00	Officer Director	$0	$0	$0
SHAWN SNELL	IMMEDIATE PA	1.00	Officer Director	$0	$0	$0
REBECCA MONTGOMERY	PRESIDENT EL	1.00	Officer Director	$0	$0	$0
CATHY R SHEFFIELD	VICE PRESIDE	1.00	Officer Director	$0	$0	$0
TOM LAW	TREASURER	1.00	Officer Director	$0	$0	$0
MATTIE COMPTON	SECRETARY	1.00	Officer Director	$0	$0	$0
KAREN ANFIN	SERGEANT OF	1.00	Officer Director	$0	$0	$0
DEREK MOFFATT	DIRECTOR	1.00	Director	$0	$0	$0
TY STIMPSON	DIRECTOR	1.00	Director	$0	$0	$0
JOHN BARNETT	DIRECTOR	1.00	Director	$0	$0	$0
PAM CANNELL	DIRECTOR	1.00	Director	$0	$0	$0
SHANNA SALDANA	DIRECTOR	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	No data	No data	No data	No data
2024	$454,907	$438,285	$447,682	$16,622
2023	$465,545	$414,468	$272,626	$51,077
2022	$410,629	$389,860	$183,759	$20,769
2021	$353,391	$250,943	$234,464	$102,448
2020	$389,683	$348,146	$91,122	$41,537
2019	$358,269	$460,045	$89,420	$-101,776
2018	$360,781	$401,310	$217,782	$-40,529