TEXAS CITY ROTARY FOUNDATION

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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

MIKE GRIFFIN

Phone

2816488101

Tax Period

2024-07-01 to 2025-06-30

TEXAS CITY ROTARY FOUNDATION, founded in 1986, is a small nonprofit that reported $133K in total revenue in fiscal year 2024. Revenue surged 27% from the prior year, signaling strong growth momentum. The organization ran a surplus of $34K, a strong 26% operating margin.

Mission

TO PROVIDE SCHOLARSHIPS FOR HIGHER EDUCATION AND OTHER COMMUNITY SUPPORT.

Program Service Accomplishments

Program 1

Expenses: $42,500

SCHOLARSHIPS FOR HIGHER EDUCATION GIVEN TO STUDENTS GRADUATING FROM LOCAL HIGH SCHOOLS.

Program 2

Expenses: $54,922

SUPPORTING VARIOUS COMMUNITY AND EDUCATION PROGRAMS.

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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 (2024)

Revenue Breakdown

Contributions & Grants $118,816

Program Service Revenue $0

Investment Income $14,575

Other Revenue $0

TOTAL REVENUE $133,391

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $97,422

Other Expenses $99,022

TOTAL EXPENSES $99,022

Year-over-Year Comparison

	2024	2023	Change
Revenue	$133,391	$104,912	+0.3%
Expenses	$99,022	$61,845	+0.6%
Net Income	$34,369	$43,067	-0.2%

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

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
BEN BATY	PRESIDENT	1.00	Officer Director	$0	$0	$0
JAMI CLARK	COMMUNITY AD	1.00	Director	$0	$0	$0
LONNIE COX	DIRECTOR	1.00	Director	$0	$0	$0
MIKE GRIFFIN	SECRETARY/TR	1.00	Officer Director	$0	$0	$0
ARIC OWENS	DIRECTOR	1.00	Director	$0	$0	$0
CATHERINE POTTER	VICE PRESIDE	1.00	Officer Director	$0	$0	$0
PHIL ROBERTS	DIRECTOR	1.00	Director	$0	$0	$0
DIXIE SHOLMIRE	DIRECTOR	1.00	Director	$0	$0	$0
DAWN THOLCKEN	EXECUTIVE SE	1.00	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	$133,391	$99,022	$505,737	$34,369