The Rotary Club of Longview Texas (EIN 756067831) - 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

1920

Legal Domicile

Principal Officer

GP Smith III

Phone

9037209898

Tax Period

2023-07-01 to 2024-06-30

The Rotary Club of Longview Texas, founded in 1920, is a small nonprofit that reported $102K in total revenue in fiscal year 2023. Revenue decreased 12% compared to the prior year. Expenses of $121K exceeded revenue, resulting in a 19% operating deficit.

Mission

Mission: Combat hunger, improve health and sanitation, provide education and training, promote peace and eradicate polio internationally

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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 $40,285

Program Service Revenue $0

Investment Income $0

Other Revenue $61,216

TOTAL REVENUE $101,501

Expense Breakdown

Grants Paid $85,889

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $85,889

Other Expenses $35,260

TOTAL EXPENSES $121,149

Year-over-Year Comparison

	2023	2022	Change
Revenue	$101,501	$115,945	-0.1%
Expenses	$121,149	$118,675	+0.0%
Net Income	$-19,648	$-2,730	+6.2%

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
Terry Deike	President	1.00	Officer Director	$0	$0	$0
Gary Taylor	President elect	1.00	Officer Director	$0	$0	$0
Gai Bennett	Vice president	1.00	Officer Director	$0	$0	$0
Patricia Newman	Secretary	1.00	Officer Director	$0	$0	$0
GP Smith III	Treasurer	1.00	Officer Director	$0	$0	$0
Jon Cromer	Director	1.00	Director	$0	$0	$0
Carroll Greenwaldt	Director	1.00	Director	$0	$0	$0
Kellyn Drayer	Director	1.00	Director	$0	$0	$0
David Stanley	Director	1.00	Director	$0	$0	$0
Leisha Kidd-Brooks	Director	1.00	Director	$0	$0	$0
Courtney Harmon	Director	1.00	Director	$0	$0	$0
Christian Bennett	Director	1.00	Director	$0	$0	$0
Leisha Kidd-Brooks	Director	1.00	Director	$0	$0	$0
Kristi BogleSherman	Past President	1.00	Officer 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	$101,501	$121,149	$20,527	$-19,648
2023	$115,945	$118,675	$38,439	$-2,730
2022	$118,061	$127,060	$41,169	$-8,999
2021	$112,296	$89,353	$50,168	$22,943
2020	$122,884	$115,519	$29,725	$7,365
2019	$123,459	$149,434	$20,715	$-25,975

The Rotary Club of Longview Texas