Rotary Club of Spindletop (Beaumont) (EIN 760383255) - 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

1992

Legal Domicile

Principal Officer

Chris Lanier

Phone

4093519106

Tax Period

2022-07-01 to 2023-06-30

Rotary Club of Spindletop (Beaumont), founded in 1992, is a micro nonprofit in the Education sector that reported $54K in total revenue in fiscal year 2022. Revenue decreased 9% compared to the prior year. The organization ran a surplus of $11K, a strong 20% operating margin.

Mission

Educational Scholarships; Civic, Humanitarian and Community 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 (2022)

Revenue Breakdown

Contributions & Grants $29,628

Program Service Revenue $9,645

Investment Income $14,317

Other Revenue $0

TOTAL REVENUE $53,590

Expense Breakdown

Grants Paid $22,965

Salaries & Benefits $0

Fundraising Expenses $7,207

Program Expenses $22,965

Other Expenses $19,873

TOTAL EXPENSES $42,838

Year-over-Year Comparison

	2022	2021	Change
Revenue	$53,590	$59,182	-0.1%
Expenses	$42,838	$42,746	+0.0%
Net Income	$10,752	$16,436	-0.3%

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
Shannon Garrod	Immediate Past President	0.00	Director	$0	$0	$0
Micah Leigh	President	2.00	Director	$0	$0	$0
Chris Lanier	Treasurer	1.00	Director	$0	$0	$0
Debbie Bridgeman	Vice President	0.00	Director	$0	$0	$0
Derek McWilliams	Sevretary/Director	0.00	Director	$0	$0	$0
Alicia Jinkerson	Director 2020 - 2022	0.00	Director	$0	$0	$0
Jo Bienvenu	Director 2021 - 2023	0.00	Director	$0	$0	$0
Lynn Maurer	Director 2021 - 2023	0.00	Director	$0	$0	$0
Victoria Barnes	President Elect/Director	0.00	Director	$0	$0	$0
Rezvan Khoshlessan	Director	0.00	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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$53,590	$42,838	$509,769	$10,752
2022	$59,182	$42,746	$474,236	$16,436
2021	$54,174	$37,186	$523,154	$16,988

Rotary Club of Spindletop (Beaumont)