SWANSBORO ROTARY FOUNDATION INC (EIN 561912601) - 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

1995

Legal Domicile

Phone

9103266175

Tax Period

2024-07-01 to 2025-06-30

SWANSBORO ROTARY FOUNDATION INC, founded in 1995, is a small nonprofit in the Education sector that reported $104K in total revenue in fiscal year 2024. Revenue fell 79% from the prior year — a significant decline worth monitoring. Expenses of $90K left a modest 13% surplus.

Mission

TO PROVIDE SCHOLARSHIPS FOR LOCAL HIGH SCHOOL GRADUATES

🔒

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 (2024)

Revenue Breakdown

Contributions & Grants $97,222

Program Service Revenue $0

Investment Income $109

Other Revenue $6,406

TOTAL REVENUE $103,737

Expense Breakdown

Grants Paid $31,500

Salaries & Benefits $11,931

Fundraising Expenses $0

Program Expenses $31,500

Other Expenses $46,615

TOTAL EXPENSES $90,046

Year-over-Year Comparison

	2024	2023	Change
Revenue	$103,737	$484,073	-0.8%
Expenses	$90,046	$108,810	-0.2%
Net Income	$13,691	$375,263	-1.0%

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

N/A

Employees

N/A

Volunteers

N/A

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
KEN BANKS	TREASURER	2.00	Officer	$0	$0	$0
ROBIN COMER	VICE PRESIDENT	4.00	Officer	$0	$0	$0
CHIP SANDERS	SECRETARY	2.00	Officer	$0	$0	$0
JOHN HISLOP	PRESIDENT	5.00	Officer	$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	$103,737	$90,046	$1,467,212	$13,691
2024	$465,793	$90,530	$1,461,626	$375,263
2023	$118,579	$85,110	$652,161	$33,469
2022	$109,176	$68,364	$618,692	$40,812
2021	$73,236	$83,657	$577,880	$-10,421

SWANSBORO ROTARY FOUNDATION INC