Exchange Club of Sugar Land Charitable Fund (EIN 760457525) - 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

1995

Legal Domicile

Principal Officer

Richard Bell

Phone

7136299494

Tax Period

2020-07-01 to 2021-06-30

Exchange Club of Sugar Land Charitable Fund, founded in 1995, is a small nonprofit in the Community Improvement sector that reported $184K in total revenue in fiscal year 2020. Revenue surged 293% from the prior year, signaling strong growth momentum. The organization ran a surplus of $57K, a strong 31% operating margin.

Mission

To assist the underprivileged, and recognize individuals for service in the 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 (2020)

Revenue Breakdown

Contributions & Grants $168,068

Program Service Revenue $0

Investment Income $58

Other Revenue $16,058

TOTAL REVENUE $184,184

Expense Breakdown

Grants Paid $105,405

Salaries & Benefits $0

Fundraising Expenses $7,015

Program Expenses $114,182

Other Expenses $21,900

TOTAL EXPENSES $127,305

Year-over-Year Comparison

	2020	2019	Change
Revenue	$184,184	$46,842	+2.9%
Expenses	$127,305	$99,094	+0.3%
Net Income	$56,879	$-52,252	-2.1%

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
Paul Barnett	President	10.00	Officer Director	$0	$0	$0
David Lanagan	Past President	5.00	Officer Director	$0	$0	$0
Rick Bell	President Elect	2.00	Officer Director	$0	$0	$0
Vita Goodell	Secretary	1.00	Officer Director	$0	$0	$0
Brad Porter	Treasurer	1.00	Director	$0	$0	$0
Chanel Bermudez	Director	1.00	Director	$0	$0	$0
Lori Bizewski	Director	1.00	Director	$0	$0	$0
Jennifer Boley	Director	1.00	Director	$0	$0	$0
Jeff Dodson	Director	1.00	Director	$0	$0	$0
John Heinemann	Director	1.00	Director	$0	$0	$0
Thad Olive	Director	1.00	Director	$0	$0	$0
Sue Sanchez	Director	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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2021	$184,184	$127,305	$136,673	$56,879
2018	$158,581	$158,055	$191,789	$526

Exchange Club of Sugar Land Charitable Fund