ROTARY CLUB OF BIXBY

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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

2000

Legal Domicile

Principal Officer

RICHARD OLTMANN

Phone

9183658550

Tax Period

2020-07-01 to 2021-06-30

ROTARY CLUB OF BIXBY, founded in 2000, is a micro nonprofit that reported $76K in total revenue in fiscal year 2020. Revenue surged 92% from the prior year, signaling strong growth momentum. The organization ran a surplus of $32K, a strong 42% operating margin.

Mission

TO FURTHER THE VISION OF ROTARY INTERNATIONAL AT A LOCAL (BIXBY, OKLAHOMA), NATIONAL AND INTERNATIONAL LEVEL.

Program Service Accomplishments

Program 1

Expenses: $44,382 Revenue: $36,000

ROTARY CLUB OF BIXBY IS A LOCAL CLUB OF ROTARY INTERNATIONAL. ROTARY IS AN ORGANIZATION OF BUSINESS AND PROFESSIONAL LEADERS UNITED WORLDWIDE WHO PROVIDE HUMANITARIAN SERVICE, ENCOURAGE HIGH ETHICAL STANDARDS IN ALL VOCATIONS AND HELP BUILD GOODWILL AND PEACE IN THE WORLD. IN THE BIXBY OKLAHOMA COMMUNITY, A SIGNIFICANT IMPACT IS MADE BY THIS CLUB, PRIMARILY THROUGH GIFTS AND CONTRIBUTIONS BACK INTO THE COMMUNITY WHICH ARE RAISED THROUGH THE ANNUAL BBQ & BLUES FESTIVAL.

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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 $0

Program Service Revenue $28,746

Investment Income $110

Other Revenue $47,570

TOTAL REVENUE $76,426

Expense Breakdown

Grants Paid $17,890

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $44,382

Other Expenses $26,492

TOTAL EXPENSES $44,382

Year-over-Year Comparison

	2020	2019	Change
Revenue	$76,426	$39,902	+0.9%
Expenses	$44,382	$62,347	-0.3%
Net Income	$32,044	$-22,445	-2.4%

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
BOB WEATHERBIE	SECRETARY	2.00	Officer Director	$0	$0	$0
KRISTA NICHOLS	TREASURER	2.00	Officer Director	$0	$0	$0
BEAU DRIGGERS	PAST PRESIDENT	5.00	Director	$0	$0	$0
RICHARD OLTMANN	PRESIDENT	2.00	Officer Director	$0	$0	$0
JASON KOEBELE	PRESIDENT ELECT	2.00	Director	$0	$0	$0
DAN STROPE	DIRECTOR	2.00	Director	$0	$0	$0
BARRY HELMS	DIRECTOR	2.00	Director	$0	$0	$0
ANGELA LANDRUM	DIRECTOR	2.00	Director	$0	$0	$0
BUSTER MCCURTAIN	DIRECTOR	2.00	Director	$0	$0	$0
JUSTIN NICHOLS	DIRECTOR	2.00	Director	$0	$0	$0
LENDELL NOLAN	DIRECTOR	2.00	Director	$0	$0	$0
PAM WHITWORTH	DIRECTOR	2.00	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
2021	$76,426	$44,382	$163,729	$32,044
2020	$39,902	$62,347	$131,685	$-22,445
2019	$78,942	$110,235	$154,356	$-31,293
2018	$111,928	$64,096	$184,949	$47,832