ROTARY CLUB OF PEACHTREE CITY FOUNDATION INC (EIN 871011030) - 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

2021

Legal Domicile

Principal Officer

T DAVID O'REAR

Phone

7706325562

Tax Period

2025-01-01 to 2025-12-31

ROTARY CLUB OF PEACHTREE CITY FOUNDATION INC, founded in 2021, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $277K in total revenue in fiscal year 2025. Revenue surged 43% from the prior year, signaling strong growth momentum. The organization ran a surplus of $235K, a strong 85% operating margin.

Mission

THE ROTARIANS' MOTTO IS "SERVICE ABOVE SELF." THE FOUNDATION HELPS OTHERS BOTH IN THEIR COMMUNIITY AND GLOBALLY THROUGH GRANTS.

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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 (2025)

Revenue Breakdown

Contributions & Grants $107,741

Program Service Revenue $0

Investment Income $169,317

Other Revenue $0

TOTAL REVENUE $277,058

Expense Breakdown

Grants Paid $39,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $41,604

Other Expenses $2,604

TOTAL EXPENSES $41,604

Year-over-Year Comparison

	2025	2024	Change
Revenue	$277,058	$194,345	+0.4%
Expenses	$41,604	$27,211	+0.5%
Net Income	$235,454	$167,134	+0.4%

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

N/A

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
CHARLES THOMPSON	Vice President	1.00	Director	$0	$0	$0
PHILLIP R HAMILTON	Treasurer	1.00	Director	$0	$0	$0
T DAVID O'REAR	President	1.00	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	$277,058	$41,604	$1,516,785	$235,454
2024	$194,345	$27,211	$1,281,331	$167,134
2023	$107,644	$27,102	$1,115,697	$80,542
2022	$1,080,736	$47,081	$1,035,155	$1,033,655

ROTARY CLUB OF PEACHTREE CITY FOUNDATION INC