Boothbay Harbor Rotary Club Foundation I
Nonprofit profile at a glance
- EIN
- 010535197
- IRS 990-EZ coverage
- 2013–2024
- Forms available
- Form 990 2021, Form 990-EZ 2024
- Location
- Boothbay Harbor, ME, USA
- Phone
- 2076335666
- Rating
- 61
- Verdict
- SUPPORTED
- Rating confidence
- Moderate
- Sector
- Scholarships, Student Financial Aid Services, Awards
Reported finances
- Revenue
- $95,455
- Expenses
- $104,890
- Assets
- $306,537
- Liabilities
- $98,269
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
13 people listed
Executive titles in this filing
- Conxa Packard (Vice President)
- Rick Jameson (President Elect)
- Lori Zimmerli (President)
People named in this filing
- Conxa Packard (Vice President)
- Byron Cortez (Co Vice Preiden)
- Barbara Thornton (Director)
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
Alleviating poverty through grants to non-profit organizations. Improving Community life through grants to local non-profit organizations
What it reported doing in 2024
Support and education to individual local students and local charities to help improve the community
Operating model
- Revenue model
- Cannot be determined from the filing. The filing does not provide enough consistent revenue detail to tell how this nonprofit funds its work.
- 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.
The verdict
SUPPORTED - The filed numbers largely add up and revenue has grown recently. Some filed totals do not add up and program spending has declined or grown slowly.
Rating breakdown
- Financial Efficiency: 46
- Transparency & Controls: 82
- Sustainability: 44
- Growth: 60
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 73.6%; rating input score 74
- 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: -9.9%; rating input score 31; 31st percentile among comparable filings
- Total-asset coverage ratio: 2.92; rating input score 74; 74th percentile among comparable filings
- Liabilities to assets ratio: 0.32; rating input score 11; 11th percentile among comparable filings
- Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings
Growth
- Program expense growth: -14.1% per year; rating input score 0; 22nd percentile among comparable filings
- Revenue growth: 4.2% per year; rating input score 100; 68th percentile among comparable filings
- Asset growth: 17.1% per year; rating input score 100; 83rd percentile among comparable filings
Details
- Where the money goes: 73.6% of revenue deployed
- Governance: Filed governance answers
- Accomplishments: 1 filed program accomplishment
- Leadership: top reported pay $0 · 13 people listed
- Consistency: 5 of 6 current checks pass · 1 finding to review
- Schedules: 2 filed schedules
- Filing history: 11 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: Program expense growth scored 0/100.
- Moderate — Sustainability: Operating margin scored 31/100.
- High — Sustainability: Liabilities to assets ratio scored 11/100.
- Review — Sustainability: Officer compensation ratio scored 56/100.