The Katy Rotary Fund CO Stuart I Levin (EIN 760538180) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2001

Legal Domicile

Principal Officer

Jeff Thompson

Phone

2815796044

Tax Period

2022-07-01 to 2023-06-30

The Katy Rotary Fund CO Stuart I Levin, founded in 2001, is a small nonprofit in the Education sector that reported $141K in total revenue in fiscal year 2022. Revenue surged 48% from the prior year, signaling strong growth momentum.

Mission

Provide college scholarships and funds to assist charitable organizations with projects affecting the education, health and welfare of children.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $2,821

Program Service Revenue $0

Investment Income $170

Other Revenue $138,441

TOTAL REVENUE $141,432

Expense Breakdown

Grants Paid $137,500

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $137,500

Other Expenses $0

TOTAL EXPENSES $137,500

Year-over-Year Comparison

	2022	2021	Change
Revenue	$141,432	$95,548	+0.5%
Expenses	$137,500	$53,000	+1.6%
Net Income	$3,932	$42,548	-0.9%

Key Indicators

✗ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

N/A

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	Role	Reportable Comp	Other Comp	Total
Thom Polvogt	Director	Director	$0	$0	$0
Vicki Rao	Treasurer	Director	$0	$0	$0
J Skip Conner	Director	Director	$0	$0	$0
David Loesch	Director	Director	$0	$0	$0
Jeff Thompson	President	Director	$0	$0	$0
Teresa Curry	Director	Director	$0	$0	$0
Dusty Thiele	Director	Director	$0	$0	$0
Callie Kuehler	Secretary	Director	$0	$0	$0
Jerry Moye	Director	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	No data	No data	No data	No data
2023	$141,432	$137,500	$212,502	$3,932
2022	$95,548	$53,000	$232,186	$42,548
2019	$77,726	$49,012	$201,801	$28,714
2018	$99,514	$59,173	$173,087	$40,341

The Katy Rotary Fund CO Stuart I Levin