ROTARY CLUB OF AIKEN FOUNDATION

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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

2016

Legal Domicile

Principal Officer

TIM NEWMAN

Phone

8475028304

Tax Period

2024-07-01 to 2025-06-30

ROTARY CLUB OF AIKEN FOUNDATION, founded in 2016, is a small nonprofit in the Education sector that reported $212K in total revenue in fiscal year 2024. Revenue decreased 19% compared to the prior year. Expenses of $249K exceeded revenue, resulting in a 17% operating deficit.

Mission

TO SUPPORT THE LOCAL COMMUNITY THROUGH EDUCATIONAL SCHOLARSHIPS AND GRANTS TO COMMUNITY SERVICE PROJECTIONS

Program Service Accomplishments

Program 1

Expenses: $201,904 Revenue: $149,740

SCHOLARSHIPS FOR HIGHER EDUCATION EXPENSES TO AIKEN AREA HIGH SCHOOL SENIORS

Program 2

Expenses: $21,950 Revenue: $21,950

GRANTS PAID TO COMMUNITY SERVICE ORGANIZATIONS

Program 3

Expenses: $24,808 Revenue: $24,808

ROTARY WORLD WIDE PASSTHROUGH INITIATIVES

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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 (2024)

Revenue Breakdown

Contributions & Grants $196,740

Program Service Revenue $0

Investment Income $15,604

Other Revenue $0

TOTAL REVENUE $212,344

Expense Breakdown

Grants Paid $223,854

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $248,662

Other Expenses $25,342

TOTAL EXPENSES $249,196

Year-over-Year Comparison

	2024	2023	Change
Revenue	$212,344	$261,662	-0.2%
Expenses	$249,196	$240,880	+0.0%
Net Income	$-36,852	$20,782	-2.8%

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

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
COREY FERALDI	PRESIDENT	001.00	Officer Director	$0	$0	$0
FOREST MAHAN	DIRECTOR	001.00	Director	$0	$0	$0
KEYATTA PRIESTER	DIRECTOR	001.00	Director	$0	$0	$0
ROBERT BYRNE	PAST TREASURER	001.00	Director	$0	$0	$0
TIM NEWMAN	TREASURER	001.00	Officer Director	$0	$0	$0
LISA VAN PELT-DILLER	SECRETARY	001.00	Officer Director	$0	$0	$0
KIMBERY ABNEY	DIRECTOR	001.00	Director	$0	$0	$0
JIMMY FOLEY	DIRECTOR	001.00	Director	$0	$0	$0
JAMIE MOTHKOVICH	PAST PRESIDENT	001.00	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	$212,344	$249,196	$445,685	$-36,852
2024	$261,392	$240,880	$421,271	$20,512
2023	$201,030	$213,496	$369,355	$-12,466
2021	$138,478	$137,322	$418,279	$1,156
2020	$131,795	$119,027	$400,271	$12,768
2019	$115,431	$87,023	$381,199	$28,408
2018	$445,463	$102,267	$343,196	$343,196