ROTARY INTERNATIONAL SW WICHITA FALLS (EIN 751155698) - 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

1956

Legal Domicile

Principal Officer

STEVE HAVILAND

Phone

9407339795

Tax Period

2022-07-01 to 2023-06-30

ROTARY INTERNATIONAL SW WICHITA FALLS, founded in 1956, is a micro nonprofit that reported $63K in total revenue in fiscal year 2022. Revenue decreased 20% compared to the prior year. Expenses of $87K exceeded revenue, resulting in a 38% operating deficit.

Mission

A CHARITABLE ORGANIZATION IN WICHITA FALLS, TEXAS COMPRISED OF BUSINESS, PROFESSIONAL AND COMMUNITY LEADERS PROVIDING SERVICE TO AND FUNDING FOR THE GENERAL PUBLIC NEEDS.

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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 $4,502

Program Service Revenue $22,587

Investment Income $154

Other Revenue $35,502

TOTAL REVENUE $62,745

Expense Breakdown

Grants Paid $49,466

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $79,145

Other Expenses $37,129

TOTAL EXPENSES $86,595

Year-over-Year Comparison

	2022	2021	Change
Revenue	$62,745	$78,023	-0.2%
Expenses	$86,595	$68,609	+0.3%
Net Income	$-23,850	$9,414	-3.5%

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
STEVE HAVILAND	PRESIDENT	4.00	Officer Director	$0	$0	$0
PENNY MILLER	PRES-ELECT, PUBLIC RLTNS CHMN	1.00	Officer Director	$0	$0	$0
TODD HARRIS	VICE PRES, FOUNDATION CHMN	1.00	Officer Director	$0	$0	$0
ERICA WEST	SECRETARY	1.00	Officer Director	$0	$0	$0
BARRY PLAXCO	TREASURER	3.00	Officer Director	$0	$0	$0
BLAINE PURCELL	SERGEANT-AT-ARMS	1.00	Officer Director	$0	$0	$0
BRUCE GRAY	IMMED PAST PRES, MBRSHP CHMN	1.00	Director	$0	$0	$0
TIMOTHY LOCKHART	CLUB ADMIN CHMN	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	No data	No data	No data	No data
2023	$62,745	$86,595	$54,972	$-23,850
2022	$78,023	$68,609	$78,822	$9,414
2021	$56,292	$41,095	$69,408	$15,197
2020	$40,101	$67,459	$54,211	$-27,358
2019	$60,423	$56,432	$81,657	$3,991

ROTARY INTERNATIONAL SW WICHITA FALLS