THE EXCHANGE CLUB OF MISSOURI CITY (EIN 760630716) - 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

1985

Legal Domicile

Principal Officer

Julia Hardy

Phone

7135946788

Tax Period

2024-07-01 to 2025-06-30

THE EXCHANGE CLUB OF MISSOURI CITY, founded in 1985, is a small nonprofit in the Education sector that reported $124K in total revenue in fiscal year 2024. Expenses of $119K left a modest 4% surplus.

Mission

Local Scholarships support of local charities child abuse prevention

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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 $10,035

Program Service Revenue $0

Investment Income $0

Other Revenue $114,460

TOTAL REVENUE $124,495

Expense Breakdown

Grants Paid $119,466

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $0

Other Expenses $0

TOTAL EXPENSES $119,466

Year-over-Year Comparison

	2024	2023	Change
Revenue	$124,495	$119,832	+0.0%
Expenses	$119,466	$127,220	-0.1%
Net Income	$5,029	$-7,388	-1.7%

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
Jake Kuharich	President	5.00	Officer	$0	$0	$0
Elissa Wedemeyer	President Elect	3.00	Officer	$0	$0	$0
Julia Hardy	Treasurer	5.00	Officer	$0	$0	$0
Leeann Newell	Secretary	3.00	Officer	$0	$0	$0
Bill Petticrew	Immediate Past President	2.00	Officer	$0	$0	$0
George Adams	Director	2.00	Officer	$0	$0	$0
Bill Peterson	Director	1.00	Officer	$0	$0	$0
Don Stoeltje	Director	1.00	Officer	$0	$0	$0
Kathryn Anderson	Director	1.00	Officer	$0	$0	$0
Joanne Thiel	Director	1.00	Officer	$0	$0	$0
Guy Sullaway	Director	1.00	Officer	$0	$0	$0
Peter Cruickshank	Director	1.00	Officer	$0	$0	$0
Mary Arnold	Director	1.00	Officer	$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	$124,495	$119,466	$48,590	$5,029
2024	$119,832	$127,220	$43,561	$-7,388
2023	$128,680	$127,586	$50,949	$1,094
2022	$149,593	$144,105	$49,855	$5,488
2021	$124,950	$131,723	$44,367	$-6,773

THE EXCHANGE CLUB OF MISSOURI CITY