Alexandria Rotary Foundation

Nonprofit profile at a glance

EIN
541545015
IRS 990-EZ coverage
2010–2024
Forms available
Form 990-EZ 2024
Location
Alexandria, VA, USA
Phone
7036422700
Rating
93
Verdict
STRONG
Rating confidence
Moderate

Reported finances

Revenue
$131,780
Expenses
$100,930
Assets
$482,482
Liabilities
$56,438

Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

12 people listed

Executive titles in this filing

  • JACK FANNON (PRESIDENT-ELECT)
  • JAMES D CARMALT (PRESIDENT)
  • CHRISTINE FRIEDBERG (VICE PRESIDENT)

People named in this filing

  • JACK FANNON (PRESIDENT-ELECT)
  • JAMES D CARMALT (PRESIDENT)
  • CHRISTINE FRIEDBERG (VICE PRESIDENT)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990-EZ. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Alexandria rotary foundation makes annual awards on behalf of the club to worthwhile charitable groups and projects in the area. Emphasis is usually given to projects which benefit the area's deserving youngsters.

What it reported doing in 2024

The foundation makes annual awards on behalf of the alexandria rotary club to worthwhile charitable groups and projects locally and internationally.

Operating model

Revenue model
Donor-supported. 70% of the money available for current operations came from contributions and gifts.
Distribution model
Grant intermediary. The nonprofit sent 97% of its reported program spending out as grants.

The verdict

STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Liabilities are high compared with assets.

Rating breakdown

  • Financial Efficiency: 89
  • Transparency & Controls: 100
  • Sustainability: 75
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 81.7%; rating input score 82
  • Program expense ratio: 99.9%; rating input score 100

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100

Sustainability

  • Operating margin: 23.4%; rating input score 78; 78th percentile among comparable filings
  • Total-asset coverage ratio: 4.78; rating input score 96; 96th percentile among comparable filings
  • Liabilities to assets ratio: 0.12; rating input score 23; 23rd percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 63; 63rd percentile among comparable filings

Growth

  • Program expense growth: 7.1% per year; rating input score 100; 54th percentile among comparable filings
  • Revenue growth: 6.8% per year; rating input score 100; 56th percentile among comparable filings
  • Asset growth: 8.8% per year; rating input score 100; 58th percentile among comparable filings

Details

  • Where the money goes: 81.7% of revenue deployed · 99.9% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment · $101K in reported program spending
  • Leadership: top reported pay $0 · 12 people listed
  • Consistency: 9 of 9 current checks pass
  • Schedules: 4 filed schedules
  • Filing history: 14 filing years from 2010 to 2024
  • Contacts: How to reach this organization
  • Money network: Resolved incoming and outgoing counterparties from filed money flows.
  • 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.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Sustainability: Liabilities to assets ratio scored 23/100.