HISTORIC ROSEDALE FOUNDATION INC (EIN 561558489) - 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

1993

Legal Domicile

Principal Officer

JANET LEVY

Phone

7043350325

Tax Period

2023-07-01 to 2024-06-30

HISTORIC ROSEDALE FOUNDATION INC, founded in 1993, is a small nonprofit that reported $254K in total revenue in fiscal year 2023. Expenses of $321K exceeded revenue, resulting in a 26% operating deficit.

Mission

TO PRESERVE AND PROTECT THE SOUTHERN PIEDMONTS HERITAGE THROUGH EXHIBITS, ARTS ARCHITECTURE, LIFESTYLE AND PRESERVATION.

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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 (2023)

Revenue Breakdown

Contributions & Grants $176,466

Program Service Revenue $39,683

Investment Income $33,513

Other Revenue $4,503

TOTAL REVENUE $254,165

Expense Breakdown

Grants Paid $0

Salaries & Benefits $124,896

Fundraising Expenses $9,456

Program Expenses $283,694

Other Expenses $195,832

TOTAL EXPENSES $320,728

Year-over-Year Comparison

	2023	2022	Change
Revenue	$254,165	$249,390	+0.0%
Expenses	$320,728	$274,046	+0.2%
Net Income	$-66,563	$-24,656	+1.7%

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

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
TOM SPADA	DIRECTOR	2.00	Officer Director	$0	$0	$0
BEN COLLINS	DIRECTOR	1.00	Director	$0	$0	$0
SHANNON CURTIS	DIRECTOR	1.00	Director	$0	$0	$0
PETE HEYNEN	DIRECTOR	1.00	Director	$0	$0	$0
WEB HATLEY	DIRECTOR	1.00	Director	$0	$0	$0
HUGH DUSSEK	DIRECTOR	1.00	Director	$0	$0	$0
FRED WAGNER	DIRECTOR	1.00	Director	$0	$0	$0
TRACY MOORE	DIRECTOR	1.00	Director	$0	$0	$0
WILL POTTS	TREASURER	2.00	Officer Director	$0	$0	$0
AGNES B WEISIGER	DIRECTOR	1.00	Director	$0	$0	$0
TINA WRIGHT	DIRECTOR	1.00	Director	$0	$0	$0
JANE ESTEP	DIRECTOR	1.00	Director	$0	$0	$0
BARBARA JACKSON	DIRECTOR	1.00	Director	$0	$0	$0
TOM WATSON	DIRECTOR	1.00	Director	$0	$0	$0
MARGARET GLOVER SCHRIMSHER	DIRECTOR	1.00	Director	$0	$0	$0
BARBARA TAYLOR	DIRECTOR	1.00	Director	$0	$0	$0
BETH HARRIS	DIRECTOR	1.00	Director	$0	$0	$0
SUSAN V MAYER	SECRETARY	1.00	Officer Director	$0	$0	$0
ELIZABETH M MYERS	V PRESIDENT	1.00	Officer Director	$0	$0	$0
JANET LEVY	PRESIDENT	20.00	Officer Director	$0	$0	$0
ANNE MOORE	DIRECTOR	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
2025	No data	No data	No data	No data
2024	$254,165	$320,728	$1,894,688	$-66,563
2023	$249,390	$274,046	$1,844,664	$-24,656
2022	$315,581	$256,032	$1,820,637	$59,549
2021	$440,100	$239,667	$1,956,756	$200,433

HISTORIC ROSEDALE FOUNDATION INC