BIG SPRING ROTARY (EIN 756067742) - 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

1928

Legal Domicile

Tax Period

2018-07-01 to 2019-06-30

BIG SPRING ROTARY, founded in 1928, is a micro nonprofit that reported $37K in total revenue in fiscal year 2018. Revenue surged 75% from the prior year, signaling strong growth momentum. The organization ran a surplus of $14K, a strong 38% operating margin.

Mission

BENEFIT YOUTH IN COMMUNITY

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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 $36,718

Investment Income $15

Other Revenue $0

TOTAL REVENUE $36,733

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $3,203

Other Expenses $22,787

TOTAL EXPENSES $22,787

Year-over-Year Comparison

	2018	2017	Change
Revenue	$36,733	$20,977	+0.8%
Expenses	$22,787	$21,483	+0.1%
Net Income	$13,946	$-506	-28.6%

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

N/A

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
HARDY WILKERSON	PRESIDENT	1.00	Officer	$0	$0	$0
JAN FORESYTH	TREASURER	10.00	Officer	$0	$0	$0
SHIRLEY LEE	SECRETARY	5.00	Officer	$0	$0	$0
LAURIE LIGHT	V PRESIDENT	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	$36,733	$22,787	$22,062	$13,946
2018	$20,977	$21,483	$8,116	$-506

BIG SPRING ROTARY