Rotary Club of Black Mountain Foundation Inc (EIN 451736122) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2011

Legal Domicile

Tax Period

2019-07-01 to 2020-06-30

Rotary Club of Black Mountain Foundation Inc, founded in 2011, is a small nonprofit that reported $124K in total revenue in fiscal year 2019.

Mission

To support Swannanoa Valley in areas of education, homelessness and food insecurity

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2019)

Revenue Breakdown

Contributions & Grants $121,806

Program Service Revenue $0

Investment Income $2,621

Other Revenue $0

TOTAL REVENUE $124,427

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $119,977

Other Expenses $120,979

TOTAL EXPENSES $120,979

Year-over-Year Comparison

	2019	2018	Change
Revenue	$124,427	$119,977	+0.0%
Expenses	$120,979	$107,918	+0.1%
Net Income	$3,448	$12,059	-0.7%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✓ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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
John Brown	Treasurer	1.00	Officer Director	$0	$0	$0
Roger Kumpf	Past President	0.50	Director	$0	$0	$0
James Guffey	President	0.50	Officer Director	$0	$0	$0
Susan Denne	President Elect	0.50	Officer Director	$0	$0	$0
Susan Murty	Board Member	0.50	Director	$0	$0	$0
James Aydelotte	Secretary	0.50	Officer Director	$0	$0	$0
David Queen	Board Member	0.50	Director	$0	$0	$0
Eileen Shea	Board Member	0.50	Director	$0	$0	$0
James Hobson Jr	Board Member	0.50	Director	$0	$0	$0
M Powell Winstead	Board Member	0.50	Director	$0	$0	$0
Barbara Hilty	Chairperson	1.00	Officer 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
2020	$124,427	$120,979	$162,228	$3,448
2019	$119,977	$107,918	$161,516	$12,059
2018	$214,743	$186,979	$148,872	$27,764

Rotary Club of Black Mountain Foundation Inc