ENDOWMENT FUND OF ROTARY CLUB OF FORT WORTH (EIN 751833897) - 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

1982

Legal Domicile

Principal Officer

TOM LAW

Phone

8173327977

Tax Period

2022-07-01 to 2023-06-30

ENDOWMENT FUND OF ROTARY CLUB OF FORT WORTH, founded in 1982, is a micro nonprofit in the Community Improvement sector that reported $36K in total revenue in fiscal year 2022. Revenue fell 22% from the prior year — a significant decline worth monitoring. Expenses of $47K exceeded revenue, resulting in a 29% operating deficit.

Mission

THE ENDOWMENT FUND OF THE ROTARY CLUB OF FORT WORTH IS A NOT-FOR-PROFIT CORPORATION FORMED BY THE ROTARY CLUB TO PROVIDE SUPPORT FOR EDUCATIONAL SCHOLARSHIPS, AND OTHER BENEVOLENT CHARITABLE, EDUCATIONAL, CIVIC AND RESEARCH ORGANIZATIONS IN TARRANT COUNTY

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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 $14,395

Program Service Revenue $0

Investment Income $21,941

Other Revenue $0

TOTAL REVENUE $36,336

Expense Breakdown

Grants Paid $42,500

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $42,500

Other Expenses $4,528

TOTAL EXPENSES $47,028

Year-over-Year Comparison

	2022	2021	Change
Revenue	$36,336	$46,324	-0.2%
Expenses	$47,028	$51,450	-0.1%
Net Income	$-10,692	$-5,126	+1.1%

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
SHAWN SNELL	PRESIDENT	10.00	Officer Director	$0	$0	$0
KIRK DRIVER	PRESIDENT EL	1.00	Officer Director	$0	$0	$0
REBECCA MONTGOMERY	VICE PRESIDE	1.00	Officer Director	$0	$0	$0
COURTNEY LEWIS	IMMEDIATE PA	1.00	Officer Director	$0	$0	$0
CATHY R SHEFFIELD	SECRETARY	1.00	Officer Director	$0	$0	$0
TY STIMPSON	SERGEANT-AT-	1.00	Officer Director	$0	$0	$0
DEREK MOFFAT	TREASURER	1.00	Officer Director	$0	$0	$0
BILL FAIRLEY	DIRECTOR	1.00	Director	$0	$0	$0
JASON BYRNE	DIRECTOR	1.00	Director	$0	$0	$0
JOE MICHELS	DIRECTOR	1.00	Director	$0	$0	$0
STEVE KESSLER	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	No data	No data	No data	No data
2023	$36,336	$47,028	$1,155,958	$-10,692
2022	$46,324	$51,450	$1,036,961	$-5,126
2021	$308,610	$27,025	$1,225,301	$281,585
2020	$81,111	$42,609	$945,216	$38,502
2019	$47,514	$48,809	$905,139	$-1,295
2018	$49,298	$88,741	$856,759	$-39,443

ENDOWMENT FUND OF ROTARY CLUB OF FORT WORTH