ROTARY FOUNDATION OF KNOXVILLE

EIN: 626047101 501(c)(3) Education

KNOXVILLE, TN

Total Revenue
$195,456
Total Expenses
$152,777
Total Assets
$2,018,887
Net Assets
$1,894,191
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1923
Legal Domicile
TN
Principal Officer
HOLDEN CAPERTON
Phone
8655238252
Tax Period
2024-07-01 to 2025-06-30

ROTARY FOUNDATION OF KNOXVILLE, founded in 1923, is a small nonprofit in the Education sector that reported $195K in total revenue in fiscal year 2024. Revenue fell 23% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $43K, a strong 22% operating margin.

Mission

TO PROVIDE SCHOLARSHIPS TO DESERVING STUDENTS AND TO ASSIST OTHER CHARITABLE ORGANIZATIONS THROUGH CASH ALLOCATIONS.

Program Service Accomplishments

Program 1
Expenses: $37,461

COMMUNITY SERVICE -PROMOTED EDUCATION BY PROVIDING SCHOOL EQUIPMENT TO LONSDALE ELEMENTARY SCHOOL -SUPPORTED THE YOUNG ARTISTS PROGRAM AT KNOXVILLE MUSEUM OF ART, KNOXVILLE SYMPHONY ORCHESTRA...

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COMMUNITY SERVICE -PROMOTED EDUCATION BY PROVIDING SCHOOL EQUIPMENT TO LONSDALE ELEMENTARY SCHOOL -SUPPORTED THE YOUNG ARTISTS PROGRAM AT KNOXVILLE MUSEUM OF ART, KNOXVILLE SYMPHONY ORCHESTRA PERFORMANCES, KNOXVILLE OPERA COMPANY PERFORMANCES AND CLARENCE BROWN THEATRE PERFORMANCES. -SPONSORED THE ROTARY CLUB OF KNOXVILLE'S ANNUAL PEACE LUNCHEON. AWARDED A MEMBER OF THIS COMMUNITY WITH THE PEACE AWARD, A 3,000 DONATION TO THE CHARITY OF THE RECIPIENT'S CHOICE. THIS YEAR'S AWARD WINNER WAS THE HONORABLE CHARLES A. CERNY JR. -PROVIDED FINANCIAL AND VOLUNTEER SUPPORT FOR THE AREA ROTARY CLUBS' WORLD ROTARY DAY PROJECT

Program 2
Expenses: $59,398

YOUTH SERVICE -AWARDED TWO SCHOLARSHIPS TO COLLEGE-BOUND KNOX COUNTY STUDENTS GOOD FOR 5,000 PER YEAR FOR FOUR YEARS. -CONTINUE TO PROVIDE ANNUAL SCHOLARSHIPS TO SEVEN PRIOR YEAR SCHOLARSHIP AWARD...

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YOUTH SERVICE -AWARDED TWO SCHOLARSHIPS TO COLLEGE-BOUND KNOX COUNTY STUDENTS GOOD FOR 5,000 PER YEAR FOR FOUR YEARS. -CONTINUE TO PROVIDE ANNUAL SCHOLARSHIPS TO SEVEN PRIOR YEAR SCHOLARSHIP AWARD WINNERS -RECOGNIZED LOCAL EDUCATORS CHOSEN AS ROTARY CLUB OF KNOXVILLE'S OUTSTANDING TEACHER OF THE YEAR WITH CASH GIFTS AND OTHER AWARDS. -SUBSIDIZED LOCAL HIGH SCHOOL STUDENTS ATTENDING THE ROTARY YOUTH LEADERSHIP AWARDS LEADERSHIP CONFERENCE. -SUBSIDIZED THE FOOD PROGRAM AT BEARDSLEY COMMUNITY FARM TO PROVIDE EDUCATION TO HELP END FOOD INSECURITY. -SPONSORED THE TENNESSEE VALLEY FAIR MEDAL OF HONOR PHOTOGRAPHY COMPETITION.

Program 3
Expenses: $43,557

INTERNATIONAL SERVICE -CONTINUED TO SUPPORT AN ADVANCED TRAUMA LIFE SUPPORT SCHOOL FOR DOCTORS AND NURSES IN BULAWAYO, ZIMBABWE. -PROVIDED FINANCIAL SUPPORT FOR CHRISTMAS FOOD BASKETS FOR CHILDREN...

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INTERNATIONAL SERVICE -CONTINUED TO SUPPORT AN ADVANCED TRAUMA LIFE SUPPORT SCHOOL FOR DOCTORS AND NURSES IN BULAWAYO, ZIMBABWE. -PROVIDED FINANCIAL SUPPORT FOR CHRISTMAS FOOD BASKETS FOR CHILDREN LIVING IN AN ORPHANAGE IN NAIROBI, KENYA. -PROVIDED ONGOING FUNDING FOR A PRESCHOOL, DAM CONTRUCTION AND TRAFFIC SAFETY PROGRAM IN KNSYNA, SOUTH AFRICA. -PROVIDED FINANCIAL SUPPORT TO THE ROTARY CLUBS OF BULAWAYO SOUTH, ZIMBABWE AND THE INTERACT CLUB OF KNYSNA, SOUTH AFRICA AND NAIROBI, KENYA.

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $150,045
Program Service Revenue $0
Investment Income $3,869
Other Revenue $41,542
TOTAL REVENUE $195,456

Expense Breakdown

Grants Paid $140,416
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $140,416
Other Expenses $12,361
TOTAL EXPENSES $152,777

Year-over-Year Comparison

2024 2023 Change
Revenue $195,456 $252,385 -0.2%
Expenses $152,777 $239,582 -0.4%
Net Income $42,679 $12,803 +2.3%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
12
Independent Members
12
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
6
$0
Total Directors
6
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
JIM ALEXANDER PAST PRESIDE N/A
Officer
$0 $0 $0
CHRISTOPHER LAMBERT PRESIDENT N/A
Officer
$0 $0 $0
F WHITFIELD ADDICKS TREASURER N/A
Officer
$0 $0 $0
JENNIFER SEPANIAK VICE PRESIDE N/A
Officer
$0 $0 $0
ANDREW MURR SECRETARY N/A
Officer
$0 $0 $0
SHANNON HOLLAND PRESIDENT EL N/A
Officer
$0 $0 $0
TODD MOODY DIRECTOR N/A
Director
$0 $0 $0
ANNETTE WINSTON DIRECTOR N/A
Director
$0 $0 $0
VIRGINIA BABB DIRECTOR N/A
Director
$0 $0 $0
SALLY BOVEN DIRECTOR N/A
Director
$0 $0 $0
HOLDEN CAPERTON DIRECTOR N/A
Director
$0 $0 $0
SUSAN DAKAK DIRECTOR N/A
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 $195,456 $152,777 $2,018,887 $42,679
2024 $252,385 $239,582 $1,806,533 $12,803
2023 $154,111 $170,987 $1,655,956 $-16,876
2022 $142,264 $124,322 $1,563,248 $17,942
2021 $153,393 $122,623 $1,801,653 $30,770
2020 $126,761 $154,668 $1,473,053 $-27,907
2019 $160,728 $150,969 $1,513,725 $9,759
2018 $174,639 $162,373 $1,537,479 $12,266
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