Brazosport Rotary Club Charitable Foundation Inc (EIN 760363279) - 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

1991

Legal Domicile

Phone

9794827515

Tax Period

2023-07-01 to 2024-06-30

Brazosport Rotary Club Charitable Foundation Inc, founded in 1991, is a small nonprofit in the Education sector that reported $163K in total revenue in fiscal year 2023. Revenue grew 13% year-over-year, indicating healthy expansion. Expenses of $194K exceeded revenue, resulting in a 19% operating deficit.

Mission

BRAZOSPORT ROTARY CLUB CHARITABLE FOUNDATION, INC. IS AN ORGANIZATION CREATED TO PROVIDE FUNDS FOR CHARITABLE GIVING BY THE BRAZOSPORT ROTARY CLUB.

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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 $106,463

Program Service Revenue $18,500

Investment Income $0

Other Revenue $37,550

TOTAL REVENUE $162,513

Expense Breakdown

Grants Paid $68,500

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $193,771

Other Expenses $125,271

TOTAL EXPENSES $193,771

Year-over-Year Comparison

	2023	2022	Change
Revenue	$162,513	$143,855	+0.1%
Expenses	$193,771	$158,315	+0.2%
Net Income	$-31,258	$-14,460	+1.2%

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
STEVE ELBERT	PRESIDENT	2.00	Officer Director	$0	$0	$0
HAROLD NICHOL	PRESIDENT ELECT	2.00	Officer Director	$0	$0	$0
BARBARA FRANKLIN	Treasurer	2.00	Officer Director	$0	$0	$0
LISA VERNOR	Secretary	2.00	Officer Director	$0	$0	$0
KEITH FRANK	MEMBERSHIP	2.00	Officer Director	$0	$0	$0
LISA PAULS	FOUNDATION	2.00	Director	$0	$0	$0
LINDSEY SCOVIL	YOUTH	2.00	Director	$0	$0	$0
SUSIE DOWNS	ADMINISTRATION	2.00	Director	$0	$0	$0
DEBBY SOLTEZ	SERVICE	2.00	Director	$0	$0	$0
AARON CHRISTOPHER	PUBLIC IMAGE	2.00	Director	$0	$0	$0
DUSTY PARK	SARGENT AT ARMS	2.00	Director	$0	$0	$0
DIANE HILL	MEMBER AT LARGE	2.00	Director	$0	$0	$0
VICKI MELASS	MEMBER AT LARGE	2.00	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
2024	$162,513	$193,771	$455,205	$-31,258
2023	$143,855	$158,315	$446,736	$-14,460
2022	$166,728	$156,490	$505,371	$10,238
2021	$150,590	$131,059	$494,516	$19,531
2020	$277,974	$234,175	$457,510	$43,799
2020	$245,067	$183,749	$474,961	$61,318
2019	$277,974	$234,175	$413,711	$43,799

Brazosport Rotary Club Charitable Foundation Inc