Boothbay Harbor Rotary Club

Nonprofit profile at a glance

EIN
010217620
IRS 990-EZ coverage
2013–2024
Forms available
Form 990-EZ 2024, Form 990-N 2022
Location
Boothbay Harbor, ME, USA
Phone
2076338330
Rating confidence
Limited

Reported finances

Revenue
$41,868
Expenses
$38,709
Assets
$42,084

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

Leadership & pay

12 people listed

Executive titles in this filing

  • Conxa Packard (Vice President)
  • Byron Cortez (Vice President)
  • Rick Jameson (President Elect)
  • Lori Zimmerli (President)

People named in this filing

  • Conxa Packard (Vice President)
  • Byron Cortez (Vice President)
  • Rick Jameson (President Elect)

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

The purpose of the Rotary is to encourage and foster the ideal of service as a basis of worthy enterprise and, in particular, to encourage and foster: First: The development of acquaintance as an opportunity of service; Second: High ethical standards in business and professions; the recognition of the worthiness of all useful occupations; and the dignifying of each Rotarian occupation as an opportunity to serve society; Third: The application of the ideal of service in each Rotarians personal, business and community life; Fourth: The advancement of International understanding, goodwill and peace through a world fellowship of business and professional persons united in the ideal of service.

Operating model

Revenue model
Mixed. Its operating money came from several sources; no one source provided a clear majority.
Distribution model
Cannot be determined from the filing. The filing does not provide enough consistent spending detail to tell whether the nonprofit works directly or through others.

The verdict

- The available evidence is not sufficient to produce an overall rating for this filing. This is not a warning sign.

Rating breakdown

  • Financial Efficiency: NotEnoughData
  • Transparency & Controls: 82
  • Sustainability: 48
  • Growth: 40

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: Limited
  • Program expense ratio: Limited

Transparency & Controls

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

Sustainability

  • Operating margin: 7.5%; rating input score 58; 58th percentile among comparable filings
  • Total-asset coverage ratio: 1.09; rating input score 49; 49th percentile among comparable filings
  • Liabilities to assets ratio: Limited
  • Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings

Growth

  • Program expense growth: 4% per year; rating input score 100; 60th percentile among comparable filings
  • Revenue growth: -0.3% per year; rating input score 0; 50th percentile among comparable filings
  • Asset growth: -21.3% per year; rating input score 0; 10th percentile among comparable filings

Details

  • Where the money goes: Financial trends and filed revenue, expense, asset, and liability detail
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment
  • Leadership: top reported pay $0 · 12 people listed
  • Consistency: 4 of 5 current checks pass · 1 finding to review
  • Schedules: 1 filed schedules
  • Filing history: 9 filing years from 2013 to 2024
  • 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.

Key Signals

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

  • Moderate — Transparency & Controls: Part I part ii net assets crosscheck did not reconcile in the filed values.
  • High — Growth: Revenue growth scored 0/100.
  • Review — Sustainability: Operating margin scored 58/100.
  • High — Growth: Asset growth scored 0/100.
  • Moderate — Sustainability: Total-asset coverage ratio scored 49/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.