Dahlonega Sunrise Rotary

Nonprofit profile at a glance

EIN
201475824
IRS 990-EZ coverage
2014–2024
Forms available
Form 990-EZ 2024, Form 990-N 2013
Location
Dahlonega, GA, USA
Rating
86
Verdict
STRONG
Rating confidence
Moderate

Reported finances

Revenue
$73,940
Expenses
$68,495
Assets
$18,053

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

Leadership & pay

17 people listed

Executive titles in this filing

  • TRACY SANFORD (PRESIDENT)
  • WHITTNEY MCPHERSON (PRESIDENT EL)

People named in this filing

  • HENRY DAVIS (PAST PRESIDE)
  • BRUCE VARNER (SECRETARY)
  • TRACY SANFORD (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

Perform fundraising and service projects to benefit local, national, and international community projects.

What it reported doing in 2024

Dahlonega sunrise rotary club's members hold fundraising events to be able to contribute to local, national, and international community projects and offer scholarships to various individuals.

Operating model

Revenue model
Membership-supported. 74% of the money available for current operations came from membership dues.
Distribution model
Hybrid. The nonprofit split its reported program spending across 63% for direct work, and 37% for grants.

The verdict

STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Total assets are small relative to annual expenses; liquid coverage is unknown and expenses are high relative to revenue.

Rating breakdown

  • Financial Efficiency: 94
  • Transparency & Controls: 82
  • Sustainability: 39
  • Growth: 80

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 90.5%; rating input score 91
  • Program expense ratio: 97.7%; rating input score 98

Transparency & Controls

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

Sustainability

  • Operating margin: 7.4%; rating input score 58; 58th percentile among comparable filings
  • Total-asset coverage ratio: 0.26; rating input score 19; 19th 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: 1.3% per year; rating input score 100; 52nd percentile among comparable filings
  • Revenue growth: 1.1% per year; rating input score 100; 56th percentile among comparable filings
  • Asset growth: -17.7% per year; rating input score 0; 11th percentile among comparable filings

Details

  • Where the money goes: 90.5% of revenue deployed · 97.7% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 2 filed program accomplishments · $67K in reported program spending
  • Leadership: top reported pay $0 · 17 people listed
  • Consistency: 7 of 7 current checks pass
  • Schedules: 1 filed schedules
  • Filing history: 10 filing years from 2014 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.

  • High — Sustainability: Total-asset coverage ratio scored 19/100.
  • Review — Sustainability: Operating margin scored 58/100.
  • High — Growth: Asset growth scored 0/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.