The Greater Fort Worth Area Civic Leader (EIN 751705286) - 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

Tax Period

2018-01-01 to 2018-12-31

The Greater Fort Worth Area Civic Leader is a micro nonprofit that reported $60K in total revenue in fiscal year 2018. Revenue grew 12% year-over-year, indicating healthy expansion. The organization ran a surplus of $21K, a strong 35% operating margin.

Mission

Contributions and donations to various military related organizations and school's hardship funds.

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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 (2018)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $212

Other Revenue $59,307

TOTAL REVENUE $59,519

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $38,983

TOTAL EXPENSES $38,983

Year-over-Year Comparison

	2018	2017	Change
Revenue	$59,519	$53,043	+0.1%
Expenses	$38,983	$8,339	+3.7%
Net Income	$20,536	$44,704	-0.5%

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
Lyle Oelfke	President	2.00	Officer Director	$0	$0	$0
Richard Sybesma	Vice President	1.00	Officer Director	$0	$0	$0
Nelson Rodriguez	Director	1.00	Director	$0	$0	$0
John Shatwell	Director	1.00	Director	$0	$0	$0
John Hernandez	Director	1.00	Director	$0	$0	$0
Kristi Blackwell	Director	1.00	Director	$0	$0	$0
Sharon Ives	Director	1.00	Director	$0	$0	$0
Bill Henery	Director	1.00	Director	$0	$0	$0
Marilou Martinez Stevens	Director	1.00	Director	$0	$0	$0
Rose Lyn Zanville	Director	1.00	Director	$0	$0	$0
Paul Prentice	Director	1.00	Director	$0	$0	$0
Betty Taylor Churchman	Director	1.00	Director	$0	$0	$0
William Guy	Director	1.00	Director	$0	$0	$0
Peter Pulido	Director	1.00	Director	$0	$0	$0
Lou Kasanovich	Director	1.00	Director	$0	$0	$0
Tom Waggoner	Treasurer	1.00	Officer Director	$0	$0	$0
Nelson Rodriguez	Director	1.00	Director	$0	$0	$0
Casey Waggoner	Director	1.00	Director	$0	$0	$0
Zim Zimmerman	Director	1.00	Director	$0	$0	$0
Jeffery Tucker	Director	1.00	Director	$0	$0	$0
John Flanagan	Tuskegee Airman	1.00	Director	$0	$0	$0
Gwenda Burns	Director	1.00	Director	$0	$0	$0
Lona Paden	Secretary	1.00	Director	$0	$0	$0
Maritta Summer	Director	1.00	Director	$0	$0	$0
Doug Daut	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
2018	$59,519	$38,983	$106,976	$20,536

The Greater Fort Worth Area Civic Leader