FLOWER MOUND ROTARY CHARITIES

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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

2021

Legal Domicile

Principal Officer

GERALD ROBINSON

Phone

8178962744

Tax Period

2021-01-01 to 2021-12-31

FLOWER MOUND ROTARY CHARITIES, founded in 2021, is a small nonprofit in the Community Improvement sector that reported $168K in total revenue in fiscal year 2021. The organization ran a surplus of $66K, a strong 39% operating margin.

Mission

PROVIDING NBSP;BENEFITS NBSP;TO NBSP;AND NBSP;FOR NBSP;EDUCATIONAL NBSP;PURPOSES NBSP;TO NBSP;THE NBSP;DISADVANTAGED NBSP;NEEDY NBSP;AND NBSP;OTHER NBSP;CHARITABLE NBSP;CAUSES NBSP;AND NBSP;TO NBSP;PROMOTE NBSP;TRUTHFULNESS NBSP;FAIRNESS NBSP;FWLLOWSHIP NBSP;AND NBSP;BENIEFICAL NBSP;ENDEAVORS NBSP;IN NBSP;ACCORDANCE NBSP;WITH NBSP;THE NBSP;OBJECTIVES NBSP;OF NBSP;ROTARY

Program Service Accomplishments

Program 1

Expenses: $31,000

GRANTS TO LOCAL CHARITIES, PROJECT AND SCHOLARSHIPS.

Program 2

Expenses: $32,000

ASSISTANCE TO UKRAINE VIA SHELTERBOX AND TURNIQUETS THRU THE ROTARY CLUB OF WARSAW POLAND.

Program 3

Expenses: $25,000

FUNDS TO DONAR ADVUSED FUND FOR FUTURE USE

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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 (2021)

Revenue Breakdown

Contributions & Grants $167,954

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $167,954

Expense Breakdown

Grants Paid $63,850

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $88,000

Other Expenses $38,536

TOTAL EXPENSES $102,386

Year-over-Year Comparison

	2021	2020	Change
Revenue	$167,954	N/A	N/A
Expenses	$102,386	N/A	N/A
Net Income	$65,568	N/A	N/A

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	Reportable Comp	Other Comp	Total
GERALD ROBINSON	CHAIR	002.00	$0	$0	$0
MIKE SHWERWOOD	VICE-CHAIR	001.00	$0	$0	$0
STACEY MANESS	TREASURER	002.00	$0	$0	$0
MARY JACOBY	SECRETARY	001.00	$0	$0	$0
JAMES BENTON	DIRECTOR	001.00	$0	$0	$0
CHRIS YOUNG	DIRECTOR	001.00	$0	$0	$0
HAROLD SHEPARD	DIRECTOR	001.00	$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
2021	$167,954	$102,386	$65,568	$65,568