ROTARY EDUCATIONAL FOUNDATION OF ATLANTA INC (EIN 586033165) - 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

1923

Legal Domicile

Principal Officer

GINA SIMPSON

Phone

4043764684

Tax Period

2023-07-01 to 2024-06-30

ROTARY EDUCATIONAL FOUNDATION OF ATLANTA INC, founded in 1923, is a small nonprofit that reported $261K in total revenue in fiscal year 2023. Revenue surged 1238% from the prior year, signaling strong growth momentum. The organization ran a surplus of $246K, a strong 94% operating margin.

Mission

PROVIDING GRANTS TO PROMOTE LITERACY PROGRAMS FOR ATLANTA AREA KINDERGARTEN TO 4TH GRADE PUPILS.

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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 $0

Program Service Revenue $0

Investment Income $261,303

Other Revenue $0

TOTAL REVENUE $261,303

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $15,669

TOTAL EXPENSES $15,669

Year-over-Year Comparison

	2023	2022	Change
Revenue	$261,303	$19,529	+12.4%
Expenses	$15,669	$498,844	-1.0%
Net Income	$245,634	$-479,315	-1.5%

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

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

$182,500

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
GINA SIMPSON	EXECUTIVE DIRECTOR	5.00	Officer	$0	$0	$182,500
KATY BARKSDALE	TRUSTEE	1.00	Director	$0	$0	$0
VERONICA BIGGINS	TRUSTEE	1.00	Director	$0	$0	$0
BRIAN BLAKE	TRUSTEE	1.00	Director	$0	$0	$0
RODNEY BULLARD	TRUSTEE	1.00	Director	$0	$0	$0
RON CANAKARIS	TRUSTEE	1.00	Director	$0	$0	$0
CHRIS CLEVELAND	TRUSTEE	1.00	Director	$0	$0	$0
DAVID EIDSON	TRUSTEE	1.00	Director	$0	$0	$0
KEITH EVANS	TRUSTEE	1.00	Director	$0	$0	$0
ROBERT BOB FRANKLIN	TRUSTEE	1.00	Director	$0	$0	$0
STUART GULLEY	TRUSTEE	1.00	Director	$0	$0	$0
CRAIG JONES	TRUSTEE	1.00	Director	$0	$0	$0
VALERIE MONTGOMERY RICE	TRUSTEE	1.00	Director	$0	$0	$0
MARJY STAGMEIER	TRUSTEE	1.00	Director	$0	$0	$0
BEVERLY TATUM	TRUSTEE	1.00	Director	$0	$0	$0
BILL TODD	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
2024	$261,303	$15,669	No data	$245,634
2023	$19,529	$498,844	$3,005,348	$-479,315
2022	$147,526	$21,273	$2,929,391	$126,253
2021	$241,129	$209,084	$3,560,353	$32,045
2020	$42,240	$185,913	$3,218,585	$-143,673

ROTARY EDUCATIONAL FOUNDATION OF ATLANTA INC