ROSWELL ROTARY FOUNDATION (EIN 581716982) - 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

1991

Legal Domicile

Principal Officer

NANCY ALTERMAN

Phone

7709927671

Tax Period

2023-07-01 to 2024-06-30

ROSWELL ROTARY FOUNDATION, founded in 1991, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $212K in total revenue in fiscal year 2023. Revenue surged 921% from the prior year, signaling strong growth momentum. The organization ran a surplus of $57K, a strong 27% operating margin.

Mission

THE GENERAL PURPOSE OF THE FOUNDATION'S CHARITABLE EFFORTS IS TO PROVIDE SUPPORT TO LOCALLY BASED CHARITABLE ORGANIZATIONS, DESIGNED TO PROVIDE BENEVOLENCE AND AID THE QUALITY OF LIFE WITHIN THE CITY OF ROSWELL AND ADJACENT AREAS. THE FOUNDATION ALSO SUPPORTS HONOR AIR, VETERAN RELATED PROGRAMS, AND THE ROTARY INTERNATIONAL FOUNDATION.

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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 $124,979

Program Service Revenue $2,328

Investment Income $0

Other Revenue $84,465

TOTAL REVENUE $211,772

Expense Breakdown

Grants Paid $136,978

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $151,587

Other Expenses $17,772

TOTAL EXPENSES $154,750

Year-over-Year Comparison

	2023	2022	Change
Revenue	$211,772	$20,732	+9.2%
Expenses	$154,750	$19,250	+7.0%
Net Income	$57,022	$1,482	+37.5%

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

200

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
ALEX KAUFMAN	TRUSTEE	0.25	Director	$0	$0	$0
NANCY ALTERMAN	TRUSTEE	0.25	Director	$0	$0	$0
JOHN CARRUTH	TRUSTEE	0.25	Director	$0	$0	$0
TERRY TAYLOR	TRUSTEE	0.25	Director	$0	$0	$0
LYNNE LINDSAY	TRUSTEE	0.25	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	$211,772	$154,750	$149,327	$57,022

ROSWELL ROTARY FOUNDATION