Hurst-Euless-Bedford Rotary Club (EIN 756063342) - 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

1962

Legal Domicile

Principal Officer

Bill Schultz

Phone

8175405476

Tax Period

2018-07-01 to 2019-06-30

Hurst-Euless-Bedford Rotary Club, founded in 1962, is a micro nonprofit that reported $42K in total revenue in fiscal year 2018. Revenue fell 25% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $7K, a strong 16% operating margin.

Mission

Service Above Self Rotary's mission is to encourage and foster the ideal of service to society as a worthy enterprise and promote high ethical

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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 $21,600

Program Service Revenue $646

Investment Income $0

Other Revenue $20,213

TOTAL REVENUE $42,459

Expense Breakdown

Grants Paid $6,236

Salaries & Benefits $0

Fundraising Expenses $2,265

Program Expenses $6,236

Other Expenses $29,450

TOTAL EXPENSES $35,686

Year-over-Year Comparison

	2018	2017	Change
Revenue	$42,459	$56,716	-0.3%
Expenses	$35,686	$72,390	-0.5%
Net Income	$6,773	$-15,674	-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

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
Chris Barker	President	6.00	Officer	$0	$0	$0
Bob Sarpalius	President Elect	3.00	Officer	$0	$0	$0
Wes Rhodes	Vice President	3.00	Officer	$0	$0	$0
Chris Yiantsou	Secretary	3.00	Officer	$0	$0	$0
Walter Ott	Treasurer	3.00	Officer	$0	$0	$0
Bill Schultz	Past President	1.00	Officer	$0	$0	$0
Gary Short	Co-Foundation Chair	1.00	Officer	$0	$0	$0
William Anthony	Co-Foundation Chair	1.00	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
2019	$42,459	$35,686	$19,103	$6,773

Hurst-Euless-Bedford Rotary Club