ROTARY CLUB OF NEW BRAUNFELS FOUND… - Form 990 Financial Data

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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

2019

Legal Domicile

Principal Officer

AL BORCHELT

Phone

5126674623

Tax Period

2023-07-01 to 2024-06-30

ROTARY CLUB OF NEW BRAUNFELS FOUNDATION, founded in 2019, is a small nonprofit in the Community Improvement sector that reported $167K in total revenue in fiscal year 2023. Revenue fell 21% from the prior year — a significant decline worth monitoring.

Mission

TO SERVE AS THE FUNDRAISING AND CHARITABLE GIVING ARM OF ROTARY INTERNATIONAL NEW BRAUNFELS

Program Service Accomplishments

Program 1

Expenses: $178,837

TO SERVE AS THE FUNDRAISING AND CHARITABLE GIVING ARM OF ROTARY INTERNATIONAL NEW BRAUNFELS

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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 $19,147

Program Service Revenue $0

Investment Income $0

Other Revenue $147,627

TOTAL REVENUE $166,774

Expense Breakdown

Grants Paid $150,201

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $178,837

Other Expenses $30,223

TOTAL EXPENSES $180,424

Year-over-Year Comparison

	2023	2022	Change
Revenue	$166,774	$212,438	-0.2%
Expenses	$180,424	$225,137	-0.2%
Net Income	$-13,650	$-12,699	+0.1%

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

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
AL BORCHELT	TREASURER	2.00	Officer Director	$0	$0	$0
LINDSAY HAAS	PRESIDENT	2.00	Officer Director	$0	$0	$0
GARRY MONTGOMERY	PRESIDENT EL	2.00	Officer Director	$0	$0	$0
DOREEN FISHER	SECRETARY	2.00	Officer 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	$166,774	$180,424	$217,563	$-13,650
2023	$212,438	$225,137	$231,213	$-12,699
2022	$368,541	$342,744	$243,912	$25,797
2021	$342,584	$146,334	$218,877	$196,250

ROTARY CLUB OF NEW BRAUNFELS FOUNDATION