ROTARY CLUB OF ASHEVILLE FOUNDATION (EIN 262666203) - Form 990 Financial Analysis & Trantor Score

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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

2008

Legal Domicile

Principal Officer

PAT SNYDER

Phone

8287779504

Tax Period

2024-07-01 to 2025-06-30

ROTARY CLUB OF ASHEVILLE FOUNDATION, founded in 2008, is a small nonprofit in the Human Services sector that reported $671K in total revenue in fiscal year 2024. Revenue surged 240% from the prior year, signaling strong growth momentum. Expenses of $597K left a modest 11% surplus.

Mission

COMMUNITY SUPPORT ACTIVITIES TO PROMOTE GOODWILL AMONG CITIZENS LOCALLY, NATIONALLY AND INTERNATIONALLY. THE SUPPORT COULD BE IN THE FORM OF CASH CONTRIBUTIONS DIRECTLY TO ORGANIZATIONS DIRECTLY PROVIDING THE ACTIVITIES OR SUPPORT SERVICES SUCH AS MANPOWER AND/OR DIRECT SUPPORT IN THE PROVISION OF MATERIAL AND SUPPLIES.

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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 (2024)

Revenue Breakdown

Contributions & Grants $595,824

Program Service Revenue $0

Investment Income $10,096

Other Revenue $65,180

TOTAL REVENUE $671,100

Expense Breakdown

Grants Paid $533,578

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $597,193

Other Expenses $63,783

TOTAL EXPENSES $597,361

Year-over-Year Comparison

	2024	2023	Change
Revenue	$671,100	$197,456	+2.4%
Expenses	$597,361	$225,385	+1.7%
Net Income	$73,739	$-27,929	-3.6%

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
PAT SNYDER	PRESIDENT	1.00	Officer Director	$0	$0	$0
LEE SCOTT	TREASURER	1.00	Officer	$0	$0	$0
EVA-MIICHELLE SPICER	DIRECTOR	1.00	Director	$0	$0	$0
DAVID MANS	DIRECTOR	1.00	Director	$0	$0	$0
COLLEEN DIETERLY	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL TRAYFORD	DIRECTOR	1.00	Director	$0	$0	$0
CELESTE COLLINS	DIRECTOR	1.00	Director	$0	$0	$0
ROSS SLOAN	DIRECTOR	N/A	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	$671,100	$597,361	$421,302	$73,739
2023	$232,831	$185,255	$372,501	$47,576
2022	$167,068	$95,028	$324,925	$72,040

ROTARY CLUB OF ASHEVILLE FOUNDATION