Pelham Rotary Charities Fund

Overview

Mission

Fund grants to Rotary Intl and Award Scholarships

What it reported doing in 2023

Rotarty International

Operating model

Revenue model
Investment-supported. 85% of the money available for current operations came from recurring investment income.
Distribution model
Transfer-based 990-EZ. The 990-EZ reports grants or member benefits, but it does not separate enough spending to show the nonprofit’s full delivery mix.

Nonprofit profile at a glance

EIN
133886104
IRS 990-EZ coverage
2017–2023
Forms available
Form 990-EZ 2023, Form 990-N 2017
Headquarters
Pelham, NY, USA
Rating
51
Verdict
MIXED
Rating confidence
Moderate
Sector
Scholarships, Student Financial Aid Services, Awards

Official website

The verdict

MIXED - The filed numbers largely add up and revenue comfortably covers expenses. A relatively small share of available resources goes toward mission work and program spending has declined or grown slowly.

Rating breakdown

  • Financial Efficiency: 36
  • Transparency & Controls: 100
  • Accountability: NotEnoughData
  • Sustainability: 77
  • Growth: 60

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 56.8%; rating input score 57
  • Program expense ratio: Limited

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 51st percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100
  • Public monitoring controls: Limited
  • Public policy transparency: Limited
  • Public financial transparency: Limited
  • Impact reporting controls: Limited
  • Public relationship transparency: Limited

Accountability

  • Public governance controls: Limited
  • Zakat policy transparency: Limited

Sustainability

  • Operating margin: 28.6%; rating input score 81; 81st percentile among comparable filings
  • Operating reserve ratio: 24.8; rating input score 96; 96th percentile among comparable filings
  • Liabilities to assets ratio: 0; rating input score 37; 37th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings

Growth

  • Program expense growth: -76.5% per year; rating input score 0; 5th percentile among comparable filings
  • Revenue growth: 2.7% per year; rating input score 100; 64th percentile among comparable filings
  • Asset growth: 17.2% per year; rating input score 100; 83rd percentile among comparable filings

Details

  • Where the money goes: 56.8% of revenue deployed
  • Governance: Filed governance answers
  • Accomplishments: 2 filed program accomplishments
  • Leadership: top reported pay $0 · 5 people listed
  • Consistency: 7 of 7 current checks pass
  • Schedules: 4 filed schedules
  • Filing history: 6 annual filings from 2017 to 2023
  • Contacts: How to reach this organization
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.