Jacksonville Rotary Club

Nonprofit profile at a glance

EIN
756067829
IRS 990-EZ coverage
2013–2024
Forms available
Form 990-EZ 2024
Location
Jacksonville, TX, USA
Phone
9035863641
Rating
52
Verdict
MIXED
Rating confidence
Moderate

Reported finances

Revenue
$42,649
Expenses
$43,960
Assets
$35,773

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

Leadership & pay

10 people listed

Executive titles in this filing

  • Barry Loquist (President)

People named in this filing

  • Barry Loquist (President)
  • Brett Brewer (Director)
  • Bruce Mehlenbacher (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

Service organization benefitting community

What it reported doing in 2024

Scholarships to high school seniors

Operating model

Revenue model
Mixed. Its operating money came from several sources; no one source provided a clear majority.
Distribution model
Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

The verdict

MIXED - The filed numbers largely add up and revenue has grown recently. A relatively small share of available resources goes toward mission work and a relatively small share of total spending goes to programs.

Rating breakdown

  • Financial Efficiency: 29
  • Transparency & Controls: 82
  • Sustainability: 37
  • Growth: 60

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 28.9%; rating input score 29
  • Program expense ratio: 28.1%; rating input score 28

Transparency & Controls

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

Sustainability

  • Operating margin: -3.1%; rating input score 39; 39th percentile among comparable filings
  • Total-asset coverage ratio: 0.81; rating input score 41; 41st 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: -2% per year; rating input score 0; 42nd percentile among comparable filings
  • Revenue growth: 0.5% per year; rating input score 100; 53rd percentile among comparable filings
  • Asset growth: 0.9% per year; rating input score 100; 42nd percentile among comparable filings

Details

  • Where the money goes: 28.9% of revenue deployed · 28.1% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 2 filed program accomplishments · $12K in reported program spending
  • Leadership: top reported pay $0 · 10 people listed
  • Consistency: 7 of 7 current checks pass
  • Schedules: 2 filed schedules
  • Filing history: 12 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.

  • High — Financial Efficiency: Mission deployment rate scored 29/100.
  • High — Financial Efficiency: Program expense ratio scored 28/100.
  • High — Growth: Program expense growth scored 0/100.
  • Moderate — Sustainability: Operating margin scored 39/100.
  • Moderate — Sustainability: Total-asset coverage ratio scored 41/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.