Rock Hill School District Foundation Inc (EIN 570862203) - 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

1987

Legal Domicile

Principal Officer

Megan Paat

Phone

8039815020

Tax Period

2024-07-01 to 2025-06-30

Rock Hill School District Foundation Inc, founded in 1987, is a small nonprofit that reported $569K in total revenue in fiscal year 2024. Revenue grew 17% year-over-year, indicating healthy expansion. Expenses of $630K exceeded revenue, resulting in a 11% operating deficit.

Mission

The organization engages the community in collaborative efforts that strengthen, support, and advance public education in Rock Hill Schools.

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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 $566,116

Program Service Revenue $0

Investment Income $1,910

Other Revenue $1,263

TOTAL REVENUE $569,289

Expense Breakdown

Grants Paid $105,444

Salaries & Benefits $128,720

Fundraising Expenses $0

Program Expenses $560,047

Other Expenses $395,399

TOTAL EXPENSES $629,563

Year-over-Year Comparison

	2024	2023	Change
Revenue	$569,289	$487,920	+0.2%
Expenses	$629,563	$520,456	+0.2%
Net Income	$-60,274	$-32,536	+0.9%

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

566

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
Alice Davis	Director	1.00	Director	$0	$0	$0
Stan Stuart	Treasurer	2.00	Officer Director	$0	$0	$0
Tracy Lee	Nominating Chair	2.00	Officer Director	$0	$0	$0
Bara Wetherell	President	3.00	Officer Director	$0	$0	$0
Beth Copley	Programs Chair	2.00	Officer Director	$0	$0	$0
Brandon Allen	Director	1.00	Director	$0	$0	$0
Brian Hovis	Director	1.00	Director	$0	$0	$0
Colleen Coesens	Secretary	2.00	Officer Director	$0	$0	$0
Laney Buckley	Marketing Chair	2.00	Officer Director	$0	$0	$0
Roseanne Koellner	Director	1.00	Director	$0	$0	$0
Jimmy Wilhide	Director	1.00	Director	$0	$0	$0
Keisha Leightner	Vice Chair	2.00	Officer Director	$0	$0	$0
Leigh Threatt	Vice President of Grants	2.00	Officer Director	$0	$0	$0
Regina Price	Director	1.00	Director	$0	$0	$0
Eben Whisonant	Director	1.00	Director	$0	$0	$0
Scottie Talaski	Director	1.00	Director	$0	$0	$0
Paul Humphreys	Director	1.00	Director	$0	$0	$0
Anne Lambert	Director	1.00	Director	$0	$0	$0
Derrick Lindsay	Director	1.00	Director	$0	$0	$0
Troy Reeves	Director	1.00	Director	$0	$0	$0
Dr Tommy Schmolze	Director	1.00	Director	$0	$0	$0
Lindsay Machak	Director	1.00	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	$569,289	$629,563	$888,940	$-60,274
2024	$487,920	$520,456	$855,135	$-32,536
2023	$356,950	$443,919	$793,944	$-86,969
2022	$315,625	$351,221	$815,756	$-35,596
2021	$420,210	$219,774	$851,326	$200,436
2020	$397,476	$269,276	$651,656	$128,200
2019	$366,498	$244,713	$556,725	$121,785

Rock Hill School District Foundation Inc