Civic Intelligence

Hendersonville Rotary Foundation

EIN 30-0071383 • 501(c)3 • Hendersonville, TN

Profile

(1) assist economically disadvantaged individuals with funding and volunteer-provided medical & dental care, (2) fund scholarships to local students for post-secondary education, (3) support local underprivileged elementary school students.

PO Box 2703Hendersonville, TN 37077

www.hendersonvillerotary.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

60th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

62nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

18th percentile

-33%

Higher net margin than 18% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

44th percentile

-6.0%

Faster asset growth than 44% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

20th percentile

-46%

Faster revenue growth than 20% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$338,183

Down $21,712 (-6.0%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Down

$338,183

Down $21,712 (-6.0%) from 2024

Operations
Liabilities / Revenue62nd percentileNet Margin18th percentile

Revenue

Down

$64,927

Down $56,211 (-46%) from 2024

Expenses

Up

$86,639

Up $43,684 (+102%) from 2024

Net Income

Down

-$21,712

Down $99,895 (-128%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth44th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.5M$1.0M$500K$0Assets 2011: $98,787Liabilities 2011: $0Net Assets 2011: $98,7872011Assets 2012: $147,623Liabilities 2012: $0Net Assets 2012: $147,6232012Assets 2013: $193,582Liabilities 2013: $0Net Assets 2013: $193,5822013Assets 2015: $202,206Liabilities 2015: $0Net Assets 2015: $202,2062015Assets 2016: $263,850Liabilities 2016: $0Net Assets 2016: $263,8502016Assets 2017: $649,749Liabilities 2017: $0Net Assets 2017: $649,7492017Assets 2018: $1,175,882Liabilities 2018: $0Net Assets 2018: $1,175,8822018Assets 2019: $264,371Liabilities 2019: $0Net Assets 2019: $264,3712019Assets 2020: $279,384Liabilities 2020: $0Net Assets 2020: $279,3842020Assets 2021: $295,026Liabilities 2021: $0Net Assets 2021: $295,0262021Assets 2022: $278,394Liabilities 2022: $0Net Assets 2022: $278,3942022Assets 2023: $281,712Liabilities 2023: $0Net Assets 2023: $281,7122023Assets 2024: $359,895Liabilities 2024: $0Net Assets 2024: $359,8952024Assets 2025: $338,183Liabilities 2025: $0Net Assets 2025: $338,1832025

Highlighted filing

2025

Assets$338,183
Liabilities$0
Net Assets$338,183
Open 2025 Filing

Operations Trend

Revenue Growth20th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.5M$1.0M$500K$0-$500K-$1.0MExpenses 2011: $66,0622011Expenses 2012: $54,1462012Expenses 2013: $61,9922013Revenue 2015: $183,245Expenses 2015: $176,275Net Income 2015: $6,9702015Revenue 2016: $139,294Expenses 2016: $77,650Net Income 2016: $61,6442016Revenue 2017: $478,415Expenses 2017: $92,516Net Income 2017: $385,8992017Revenue 2018: $581,439Expenses 2018: $79,027Net Income 2018: $502,4122018Revenue 2019: $153,523Expenses 2019: $1,065,034Net Income 2019: -$911,5112019Revenue 2020: $122,268Expenses 2020: $107,255Net Income 2020: $15,0132020Revenue 2021: $119,052Expenses 2021: $103,410Net Income 2021: $15,6422021Revenue 2022: $58,391Expenses 2022: $75,023Net Income 2022: -$16,6322022Revenue 2023: $129,216Expenses 2023: $125,898Net Income 2023: $3,3182023Revenue 2024: $121,138Expenses 2024: $42,955Net Income 2024: $78,1832024Revenue 2025: $64,927Expenses 2025: $86,639Net Income 2025: -$21,7122025

Highlighted filing

2025

Revenue$64,927
Expenses$86,639
Net Income-$21,712
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$338,183
Liabilities
$0
Net assets
$338,183
Revenue
$64,927
Expenses
$86,639
Net income
-$21,712
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.34$0.00$0.34$0.06$0.09$0.02
2024Detailed filing. Detailed filing data is available for this year.$0.36$0.00$0.36$0.12$0.04$0.08
2023Detailed filing. Detailed filing data is available for this year.$0.28$0.00$0.28$0.13$0.13$0.00
2022Detailed filing. Detailed filing data is available for this year.$0.28$0.00$0.28$0.06$0.08$0.02
2021Detailed filing. Detailed filing data is available for this year.$0.30$0.00$0.30$0.12$0.10$0.02
2020Detailed filing. Detailed filing data is available for this year.$0.28$0.00$0.28$0.12$0.11$0.02
2019Detailed filing. Detailed filing data is available for this year.$0.26$0.00$0.26$0.15$1.07$0.91
2018Detailed filing. Detailed filing data is available for this year.$1.18$0.00$1.18$0.58$0.08$0.50
2017Detailed filing. Detailed filing data is available for this year.$0.65$0.00$0.65$0.48$0.09$0.39
2016Detailed filing. Detailed filing data is available for this year.$0.26$0.00$0.26$0.14$0.08$0.06
2015Detailed filing. Detailed filing data is available for this year.$0.20$0.00$0.20$0.18$0.18$0.01
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.19$0.00$0.19$0.06
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.15$0.00$0.15$0.05
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.10$0.00$0.10$0.07
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Sep 17, 2025
Return Version
2024v5.0
Gross Receipts
$92,069
Mission and Program Overview

Mission

(1) assist economically disadvantaged individuals with funding and volunteer-provided medical & dental care, (2) fund scholarships to local students for post-secondary education, (3) support local underprivileged elementary school students.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$223,814$228,886▲ $5,072
Cash and Non-Interest-Bearing Accounts$96,781$108,997▲ $12,216
Accounts Receivable$39,300$300▼ $39,000
Total Assets$359,895$338,183▼ $21,712
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$359,895$338,183▼ $21,712
Total Net Assets Fund Balance$359,895$338,183▼ $21,712
Total Liabilities and Net Assets / Fund Balance$359,895$338,183▼ $21,712
Compensation and Service Providers
Top Officer Pay81st percentile

Board Members and Trustees

NameTitle
Sandra GaskinsPresident
Chris ScherbaBoard Member
Dawn LinnBoard Member
Eric MauldinBoard Member
Larry LyonsBoard Member
Lee RucksBoard Member
Matt DenneyBoard Member
Michael GrubbsBoard Member
Patty WestBoard Member
Reta WardBoard Member
Russ EdwardsBoard Member
Sonja KellyBoard Member
Tracy JohannesonBoard Member
Kim KimExecutive Di
Julie MeriwetherSecretary
Joey MontalbanoTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$17,981
Program Service Revenue
$0
Investment Income
$8,451
Other Revenue
$38,495
All Other Contributions
$17,981
Change in Net Assets
$-21,712
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$86,639
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses$6,070--$6,070
All Other Expenses$2,199--$2,199
Total Functional Expenses$86,639$0$0$86,639
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$65,637
Fundraising Direct Expenses$27,142
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Wine Tasting$51,504$51,504$26,001$25,503
Pancake Breakfa$13,598$13,598$693$12,905
Total Events$65,102$65,102$26,694$38,408
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 7A

“Members have power to appoint other members”

Form 990, Page 6, Part VI, Line 7B

“Decisions subject to approval of members”

Form 990, Page 6, Part VI, Line 11B

“Treasurer reviewed 990 before filing”

Form 990, Page 6, Part VI, Line 19

“No documents available to the public”

Filing and Contact Details

Filer

Filer Name
Hendersonville Rotary Foundation
EIN
30-0071383
Phone
6152658087
Address
PO BOX 2703, HENDERSONVILLE, TN 37077

Signing Officer

Name
Joey Montalbano
Title
Treasurer
Phone
6152658087
Signed
2025-09-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Joey Montalbano
Voting Board Members
16
Independent Board Members
16
Employees
0

Preparer

Firm
Mcmurray Fox & Associates Pllc
Address
639 E MAIN ST SUITE 100, HENDERSONVILLE, TN 37075-2606
Preparer
Jw Mcmurray
Phone
6158242724
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“(1) assist economically disadvantaged individuals with funding and volunteer-provided medical & dental care, (2) fund scholarships to local students for post-secondary education, (3) support local underprivileged elementary school students.”

Form 990, Page 2, Part III, Line 4D

“Other local community needs”

Raw XML Appendix378 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt013456
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt073181
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt029244
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt067277
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0201139
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0165087
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt081088
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt073468
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt056487
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0(1) ASSIST ECONOMICALLY DISADVANTAGED INDIVIDUALS WITH FUNDING AND VOLUNTEER-PROVIDED MEDICAL & DENTAL CARE, (2) FUND SCHOLARSHIPS TO LOCAL STUDENTS FOR POST-SECONDARY EDUCATION, (3) SUPPORT LOCAL UNDERPRIVILEGED ELEMENTARY SCHOOL STUDENTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1OTHER LOCAL COMMUNITY NEEDS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MEMBERS HAVE POWER TO APPOINT OTHER MEMBERS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DECISIONS SUBJECT TO APPROVAL OF MEMBERS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4TREASURER REVIEWED 990 BEFORE FILING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/TotalRevenueGrp/TotalRevenueColumnAmt064927
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IRS990/WebsiteAddressTxt0WWW.HENDERSONVILLEROTARY.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOEY MONTALBANO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06152658087
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-09-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HENDERSONVILLE ROTARY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0HEND
ReturnHeader/Filer/EIN0300071383
ReturnHeader/Filer/PhoneNum06152658087
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 2703
ReturnHeader/Filer/USAddress/CityNm0HENDERSONVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TN
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ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0621765435
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MCMURRAY FOX & ASSOCIATES PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0639 E MAIN ST SUITE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HENDERSONVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0370752606
ReturnHeader/PreparerPersonGrp/PhoneNum06158242724
ReturnHeader/PreparerPersonGrp/PreparationDt02025-09-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JW MCMURRAY
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-09-24T10:12:31-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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