LONGVIEW (GREGGTON) ROTARY CLUB OF LONGVIEW TEXAS INC (EIN 756067730) - 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

1986

Legal Domicile

Principal Officer

DONNA KOERNER

Phone

9032356474

Tax Period

2023-07-01 to 2024-06-30

LONGVIEW (GREGGTON) ROTARY CLUB OF LONGVIEW TEXAS INC, founded in 1986, is a micro nonprofit that reported $77K in total revenue in fiscal year 2023. Revenue grew 9% year-over-year, indicating healthy expansion.

Mission

NON-PROFIT MEMBER, CLUB, COMMUNITY AND VOCATIONAL SERVICE

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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 $7,259

Program Service Revenue $57,964

Investment Income $131

Other Revenue $11,584

TOTAL REVENUE $76,938

Expense Breakdown

Grants Paid $14,500

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $77,828

Other Expenses $69,686

TOTAL EXPENSES $84,186

Year-over-Year Comparison

	2023	2022	Change
Revenue	$76,938	$70,286	+0.1%
Expenses	$84,186	$61,047	+0.4%
Net Income	$-7,248	$9,239	-1.8%

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
DONNA KORNER	PRESIDENT	5	Officer Director	$0	$0	$0
LISA VAN BURKLEO	SECRETARY	2.00	Officer Director	$0	$0	$0
LAURA HILL	TREASURER	3	Officer Director	$0	$0	$0
SCOTT BRUNNER	PRESIDENT ELECT	1	Officer Director	$0	$0	$0
KELLY OVERBY	DIRECTOR-CLUB ADMINISTRATION	1	Director	$0	$0	$0
KATHY RAE	DIRECTOR-MEMBERSHIP	1	Director	$0	$0	$0
TYLER RAINER	DIRECTOR-SERVICE PROJECTS	1	Director	$0	$0	$0
HOLLY FULLER	DIRECTOR-ROTARY FOUNDATION	1	Director	$0	$0	$0
DONNA SHARP	DIRECTOR-PUBLIC IMAGE	1	Director	$0	$0	$0
CHARLES RADER	DIRECTOR-FUNDRAISING	1	Director	$0	$0	$0
CHAD HARKEY	IMMEDIATE PAST PRESIDENT	1	Officer	$0	$0	$0
JOHN JETTER	CONTROLLER	1	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	$76,938	$84,186	$50,266	$-7,248
2023	$70,286	$61,047	$65,220	$9,239
2022	$80,584	$60,575	$58,442	$20,009
2021	$49,074	$49,777	$30,790	$-703
2020	$56,724	$52,913	$27,054	$3,811

LONGVIEW (GREGGTON) ROTARY CLUB OF LONGVIEW TEXAS INC