ATHENS ROTARY FOUNDATION INC C/O SETH D ROBISON CPA (EIN 582144152) - 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

Principal Officer

JAMES WHITLOW RICHARDSON

Phone

7062868647

Tax Period

2023-07-01 to 2024-06-30

ATHENS ROTARY FOUNDATION INC C/O SETH D ROBISON CPA, founded in 1995, is a micro nonprofit in the Education sector that reported $38K in total revenue in fiscal year 2023. Revenue decreased 10% compared to the prior year. Expenses of $45K exceeded revenue, resulting in a 19% operating deficit.

Mission

CHARITABLE COMMUNITY CONCERNS

🔒

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 (2023)

Revenue Breakdown

Contributions & Grants $5,500

Program Service Revenue $0

Investment Income $3,801

Other Revenue $28,951

TOTAL REVENUE $38,252

Expense Breakdown

Grants Paid $45,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $45,216

Other Expenses $441

TOTAL EXPENSES $45,441

Year-over-Year Comparison

	2023	2022	Change
Revenue	$38,252	$42,519	-0.1%
Expenses	$45,441	$38,555	+0.2%
Net Income	$-7,189	$3,964	-2.8%

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

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
JAMES WHITLOW RICHARDSON	PRESIDENT	1.00	Officer Director	$0	$0	$0
DEAN MANNHEIMER	VICE PRESIDE	1.00	Officer Director	$0	$0	$0
SARAH MCKINNEY	IMMEDIATE PA	1.00	Officer Director	$0	$0	$0
SETH ROBISON	TREASURER	1.00	Officer Director	$0	$0	$0
NIKI JONES	SECRETARY	1.00	Officer Director	$0	$0	$0
ASHLEY CARNEY	AT LARGE	1.00	Director	$0	$0	$0
DANIEL MOSSERI	AT LARGE	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	No data	No data	No data	No data
2024	$38,252	$45,441	$644,418	$-7,189
2023	$42,519	$38,555	$581,185	$3,964
2022	$182,995	$56,871	$537,982	$126,124
2021	$69,628	$36,229	$571,370	$33,399

ATHENS ROTARY FOUNDATION INC C/O SETH D ROBISON CPA