HOPKINSVILLE ROTARY CHARITABLE TRUST INC

EIN: 611189148 501(c)(3) Education

HOPKINSVILLE, KY

Total Revenue
$762,594
Total Expenses
$476,662
Total Assets
$4,966,745
Net Assets
$4,965,241
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Principal Officer
JAKE WILLIAMS
Phone
2708863034
Tax Period
2024-07-01 to 2025-06-30

HOPKINSVILLE ROTARY CHARITABLE TRUST INC is a small nonprofit in the Education sector that reported $763K in total revenue in fiscal year 2024. Revenue surged 60% from the prior year, signaling strong growth momentum. The organization ran a surplus of $286K, a strong 37% operating margin.

Mission

ORGANIZED EXCLUSIVELY FOR CHARITABLE, EDUCATIONAL, AND SCIENTIFIC PURPOSES, INCLUDING, FOR SUCH PURPOSES, THE MAKING OF DISTRIBUTIONS TO THE ROTARY CLUB OF HOPKINSVILLE STUDENT LOAN FUND.

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $32,503
Investment Income $119,921
Other Revenue $610,170
TOTAL REVENUE $762,594

Expense Breakdown

Grants Paid $0
Salaries & Benefits $58,592
Fundraising Expenses $21,442
Program Expenses $384,000
Other Expenses $418,070
TOTAL EXPENSES $476,662

Year-over-Year Comparison

2024 2023 Change
Revenue $762,594 $477,256 +0.6%
Expenses $476,662 $210,442 +1.3%
Net Income $285,932 $266,814 +0.1%
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

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Governance

Voting Members
12
Independent Members
12
Employees
1
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
5
$0
Total Directors
8
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
KELLY GATES PRESIDENT N/A
Officer Director
$0 $0 $0
FRANK GILES DIRECTOR N/A
Director
$0 $0 $0
TED JATCZAK DIRECTOR N/A
Director
$0 $0 $0
TYLER JONES DIRECTOR N/A
Director
$0 $0 $0
ADAM SMITH DIRECTOR N/A
Director
$0 $0 $0
LANDAN STALLONS VICE PRESIDE N/A
Officer Director
$0 $0 $0
WHITNEY STEWART DIRECTOR N/A
Director
$0 $0 $0
CODY WILLIS DIRECTOR N/A
Director
$0 $0 $0
TRAVIS MARTIN SERGEANT-AT- N/A
Officer
$0 $0 $0
BRETT PRITCHETT SECRETARY N/A
Officer
$0 $0 $0
JAKE WILLIAMS TREASURER N/A
Officer
$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 $762,594 $476,662 $4,966,745 $285,932
2024 No data No data No data No data
2023 $492,750 $374,046 $3,577,212 $118,704
2022 $690,611 $406,375 $3,267,288 $284,236
2021 $1,088,690 $517,347 $3,270,610 $571,343
2020 $390,428 $528,918 $2,702,524 $-138,490
2019 $589,474 $491,319 $2,912,455 $98,155
2018 $595,425 $523,707 $2,825,614 $71,718
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