ALPHARETTA ROTARY FOUNDATION INC (EIN 853967959) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2020

Legal Domicile

Principal Officer

HOWARD SMITH

Phone

6785245138

Tax Period

2024-07-01 to 2025-06-30

ALPHARETTA ROTARY FOUNDATION INC, founded in 2020, is a small nonprofit in the Unknown sector that reported $430K in total revenue in fiscal year 2024. Revenue surged 178% from the prior year, signaling strong growth momentum.

Mission

WE PROMOTE SOCIAL WELFARE IN THE CITY OF ALPHARETTA, AND THE NORTH FULTON COUNTY COMMUNITY BY SUPPORTING AND PARTICIPATING IN NUMEROUS COMMUNITY, VOCATIONAL, AND INTERNATIONAL SERVICE PROJECTS, AND BY MAKING GRANTS TO ORGANIZATIONS THAT QUALIFY.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $449,169

Program Service Revenue $0

Investment Income $0

Other Revenue $-19,312

TOTAL REVENUE $429,857

Expense Breakdown

Grants Paid $398,355

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $398,355

Other Expenses $19,920

TOTAL EXPENSES $418,275

Year-over-Year Comparison

	2024	2023	Change
Revenue	$429,857	$154,399	+1.8%
Expenses	$418,275	$158,174	+1.6%
Net Income	$11,582	$-3,775	-4.1%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

170

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
MARY ULICH	CHAIR ELECT	5.00	Officer Director	$0	$0	$0
BRIAN KING	DIRECTOR	5.00	Director	$0	$0	$0
WILL DANIEL	TREASURER	5.00	Officer Director	$0	$0	$0
JOHN HIPES	CHAIRMAN	5.00	Officer Director	$0	$0	$0
HOWARD SMITH	DIRECTOR	5.00	Director	$0	$0	$0
KILE LEWIS	SECRETARY	5.00	Officer Director	$0	$0	$0
WAYNE ROBINSON	DIRECTOR	5.00	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	$429,857	$418,275	$60,176	$11,582
2024	$154,399	$158,174	$45,744	$-3,775
2023	$242,771	$451,903	$49,519	$-209,132
2022	$234,297	$64,526	$221,785	$169,771

ALPHARETTA ROTARY FOUNDATION INC