THE RESERVE AT LAKE KEOWEE COMMUNITY FOUNDATION

EIN: 201118597 Community Improvement

SUNSET, SC

Total Revenue
$308,579
Total Expenses
$253,083
Total Assets
$524,382
Net Assets
$520,711
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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
2003
Legal Domicile
SC
Principal Officer
JOHN ZANOTELLI
Phone
8644814010
Tax Period
2025-01-01 to 2025-12-31

THE RESERVE AT LAKE KEOWEE COMMUNITY FOUNDATION, founded in 2003, is a small nonprofit in the Community Improvement sector that reported $309K in total revenue in fiscal year 2025. Revenue grew 12% year-over-year, indicating healthy expansion. The organization ran a surplus of $55K, a strong 18% operating margin.

Mission

ENRICH THE LIVES OF OUR RESERVE MEMBERS AND PROTECT THE LOCAL ENVIRONMENT WE ALL SHARE. WE FOCUS ON THESE 3 STRATEGIC PILLARS: (1) ENGAGING MEMBERS, (2) SUPPORTING THE ARTS, (3) ENHANCING OUR LOCAL ENVIRONMENT.

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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%)

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Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $295,876
Program Service Revenue $0
Investment Income $12,703
Other Revenue $0
TOTAL REVENUE $308,579

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $108,766
Other Expenses $253,083
TOTAL EXPENSES $253,083

Year-over-Year Comparison

2025 2024 Change
Revenue $308,579 $275,506 +0.1%
Expenses $253,083 $248,184 +0.0%
Net Income $55,496 $27,322 +1.0%
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

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Governance

Voting Members
10
Independent Members
10
Employees
N/A
Volunteers
50

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
5
$82,609
Total Directors
10
$82,609
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
RICK ROTHER CHAIRMAN 4.00
Officer Director
$0 $0 $0
DIANE DIX VICE CHAIRMAN 4.00
Officer Director
$0 $0 $0
JOHN ZANOTELLI TREASURER 4.00
Officer Director
$0 $0 $0
ELAINE ROBERTS SECRETARY 4.00
Officer Director
$0 $0 $0
SUSAN PETERS BOARD MEMBER 4.00
Director
$0 $0 $0
LINDSAY MCSHANE BOARD MEMBER 4.00
Director
$0 $0 $0
JIM KING BOARD MEMBER 4.00
Director
$0 $0 $0
JOHN MOULTON BOARD MEMBER 4.00
Director
$0 $0 $0
CHARLIE PRATT BOARD MEMBER 4.00
Director
$0 $0 $0
REBECCA GILSTRAP EXECUTIVE DIRECTOR 20.00
Officer Director
$0 $0 $82,609
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 $308,579 $253,083 $524,382 $55,496
2024 No data No data No data No data
2023 $199,390 $225,962 $456,421 $-26,572
2022 $204,585 $223,795 $499,450 $-19,210
2021 $281,867 $238,704 $502,539 $43,163
2020 $236,076 $88,578 $445,523 $147,498
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