ABINGDON ROTARY FOUNDATION INC (EIN 201076415) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1923

Legal Domicile

Principal Officer

DAN SMITH

Phone

2766988882

Tax Period

2024-07-01 to 2025-06-30

ABINGDON ROTARY FOUNDATION INC, founded in 1925, is a micro nonprofit in the Human Services sector that reported $33K in total revenue in fiscal year 2017. Revenue fell 41% from the prior year — a significant decline worth monitoring. Expenses of $30K left a modest 8% surplus.

Mission

RAISE FUNDS FOR COMMUNITY AND WORLD SERVICE

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $56,224

Investment Income $74

Other Revenue $0

TOTAL REVENUE $56,298

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $49,143

Other Expenses $49,143

TOTAL EXPENSES $49,143

Year-over-Year Comparison

	2024	2023	Change
Revenue	$56,298	$55,818	+0.0%
Expenses	$49,143	$41,036	+0.2%
Net Income	$7,155	$14,782	-0.5%

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
KIM FARRIS	president	2.00	Director	$0	$0	$0
DANIELLE DYE	Secretary	0.50	Director	$0	$0	$0
DORIS SHUMAN	Treasurer	5.00	Director	$0	$0	$0
JOY SCRUGGS	VICE PRES	5.00	Director	$0	$0	$0
BEN HARRELL	DIRECTOR	5.00	Director	$0	$0	$0
DAVID CAHILL	DIRECTOR	5.00	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
2025	$56,298	$49,143	$78,248	$7,155
2024	$55,818	$41,036	$58,509	$14,782
2023	$54,079	$34,861	$41,579	$19,218
2022	$56,966	$22,964	$122,285	$34,002
2021	$28,184	$20,129	$87,783	$8,055
2020	$32,968	$20,131	$79,733	$12,837
2018	$32,905	$30,166	$28,000	$2,739

ABINGDON ROTARY FOUNDATION INC