ROTARY INTL ROCKWALL ROTARY CLUB (EIN 756036789) - 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

1939

Principal Officer

KAYNE PIERCE

Phone

9727719411

Tax Period

2023-07-01 to 2024-06-30

ROTARY INTL ROCKWALL ROTARY CLUB, founded in 1939, is a small nonprofit in the Human Services sector that reported $194K in total revenue in fiscal year 2023. Expenses of $166K left a modest 15% surplus.

Mission

THE ORGANIZATION IS A LOCAL ROTARY CLUB COMPRISED OF MEMBERS OF THE LOCAL COMMUNITY. THE ORGANIZATION RUNS STRICTLY THROUGH VOLUNTEERS AND NOBODY IS PAID A WAGE FOR SERVICES. THE ORGANIZATION HOLDS AN ANNUAL BIKE RIDE AS ITS FUNDRAISER AND EACH MEMBER PAID MONTHLY DUES OF APPROXIMATELY 80. MONEY RAISED IS DONATED TO LOCAL, NATIONAL AND INTERNATIONAL CHARITIES FOR PURPOSES SUCH AS HUMANITARIAN AND EDUCATION. FOR ADDITIONAL INFORMATION ON ROTARY PLEASE VISIT WWW.ROTARY.ORG

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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 $134,337

Program Service Revenue $0

Investment Income $1,180

Other Revenue $58,410

TOTAL REVENUE $193,927

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $21,550

Other Expenses $165,502

TOTAL EXPENSES $165,502

Year-over-Year Comparison

	2023	2022	Change
Revenue	$193,927	$184,870	+0.0%
Expenses	$165,502	$265,836	-0.4%
Net Income	$28,425	$-80,966	-1.4%

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
DARBY BURKEY	PRESIDENT-EL	N/A	Officer	$0	$0	$0
LORNE LIECHTY	PRESIDENT	N/A	Officer	$0	$0	$0
BETH MCCRACKIN	SECRETARY	N/A	Officer	$0	$0	$0
KAYNE PIERCE	TREASURER	N/A	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	$193,927	$165,502	$99,784	$28,425
2023	$184,870	$265,836	$71,359	$-80,966

ROTARY INTL ROCKWALL ROTARY CLUB