Rotary Club of Asheville- Biltmore Foundation (EIN 843160142) - 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

2019

Legal Domicile

Principal Officer

Richard Johannes

Phone

7032169846

Tax Period

2024-07-01 to 2025-06-30

Rotary Club of Asheville- Biltmore Foundation, founded in 2019, is a small nonprofit in the Human Services sector that reported $262K in total revenue in fiscal year 2024. Revenue surged 138% from the prior year, signaling strong growth momentum. The organization ran a surplus of $47K, a strong 18% operating margin.

Mission

Fundraising for Asheville-Biltmore Rotary Club and disbursement of proceeds to qualified 501(c)3 organizations. Receipt of and disbursement of grants for specified charities and disaster releif. Donating to qualified 501(C)3 organizations in honor of speakers at club meetings.

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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 $260,617

Program Service Revenue $0

Investment Income $1,047

Other Revenue $0

TOTAL REVENUE $261,664

Expense Breakdown

Grants Paid $212,331

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $212,331

Other Expenses $2,774

TOTAL EXPENSES $215,105

Year-over-Year Comparison

	2024	2023	Change
Revenue	$261,664	$109,821	+1.4%
Expenses	$215,105	$103,170	+1.1%
Net Income	$46,559	$6,651	+6.0%

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

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
Richard Johannes	President	2.00	Officer	$0	$0	$0
Vance Yoder	Secretary	2.00	Officer	$0	$0	$0
Eric Nichols	Vice President	2.00	Officer	$0	$0	$0
Jane Knight	Treasurer	2.00	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	$261,664	$215,105	$59,697	$46,559

Rotary Club of Asheville- Biltmore Foundation