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

THE ROTARY FOUNDATION OF KNOXVILLE WAS INCORPORATED FOR THE PURPOSE OF MAKING LOANS TO DESERVING YOUNG MEN AND WOMEN WHO ARE UNABLE TO ATTEND SCHOOL WITHOUT FINANCIAL ASSISTANCE. THE FOUNDATION CURRENTLY PROVIDES UP TO EIGHT, FOUR YEAR SCHOLARSHIPS FOR OUTSTANDING STUDENTS RESIDING IN KNOX COUNTY. THE ORGANIZATION'S SCOPE IS CONTINUING TO BROADEN TO COVER VARIOUS CHARITABLE, PHILANTHROPIC AND EDUCATIONAL CAUSES.

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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 $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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Financial Health Indicators

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Liquidity & Cash Position

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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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