BUCKHEAD ROTARY FOUNDATION INC (EIN 582045173) - 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

1992

Legal Domicile

Principal Officer

BRENT ADAMS

Phone

4047543675

Tax Period

2024-07-01 to 2025-06-30

BUCKHEAD ROTARY FOUNDATION INC, founded in 1992, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $266K in total revenue in fiscal year 2024. Net assets of $2.6M represent 118 months of operating reserves.

Mission

TO CONTRIBUTE TO VARIOUS CHARITABLE ORGANIZATIONS IN SUPPORT OF THEIR ENDEAVORS

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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 $220,201

Program Service Revenue $0

Investment Income $45,617

Other Revenue $0

TOTAL REVENUE $265,818

Expense Breakdown

Grants Paid $255,228

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $255,228

Other Expenses $2,616

TOTAL EXPENSES $257,844

Year-over-Year Comparison

	2024	2023	Change
Revenue	$265,818	$252,443	+0.1%
Expenses	$257,844	$135,488	+0.9%
Net Income	$7,974	$116,955	-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

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
GREG DAVIS	PRESIDENT	2.00	Officer Director	$0	$0	$0
BRENT ADAMS	TREASURER	2.00	Officer Director	$0	$0	$0
SAM ALSTON	SECRETARY	2.00	Officer Director	$0	$0	$0
CATHERINE LAND-WATERS	TRUSTEE	1.00	Director	$0	$0	$0
MICHAEL STIMPERT	TRUSTEE	1.00	Director	$0	$0	$0
DAVE PETERSON	TRUSTEE	1.00	Director	$0	$0	$0
MARK JOHNSON	TRUSTEE	1.00	Director	$0	$0	$0
CATHY LAMON	TRUSTEE	1.00	Director	$0	$0	$0
DOUG EIDSON	TRUSTEE	1.00	Director	$0	$0	$0
DENISE STARLING	TRUSTEE	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	$265,818	$257,844	$2,606,254	$7,974
2024	$252,443	$135,488	$2,384,489	$116,955
2023	$207,298	$186,852	$2,009,714	$20,446
2022	$163,501	$187,275	$1,848,724	$-23,774
2021	$151,265	$162,540	$2,122,709	$-11,275
2020	$211,267	$218,738	$1,792,052	$-7,471
2019	$231,885	$213,386	$1,711,841	$18,499
2018	$240,156	$206,476	$1,600,602	$33,680

BUCKHEAD ROTARY FOUNDATION INC