Lake Havasu Sunrise Rotary Foundati

Nonprofit profile at a glance

EIN
943436432
IRS 990 coverage
2023–2024
Forms available
Form 990 2024, Form 990-EZ 2022, Form 990-N 2012
Location
Lake Havasu City, AZ, USA
Phone
9282309206
Rating
52
Verdict
MIXED
Rating confidence
Moderate
Sector
Community Foundations

Reported finances

Revenue
$14,882
Expenses
$4,000
Assets
$638,375
Liabilities
$0

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

Leadership & pay

4 people listed

Executive titles in this filing

  • VIRGINIA LATTION (PRESIDENT)

People named in this filing

  • VIRGINIA LATTION (PRESIDENT)
  • MICHELLE POUNDERS (TREASURER)
  • SCOTT TAYLOR (SERGENT AT ARMS)

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

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

Overview

Mission

Rotary Club- To raise funds to give back to our local charities.

What it reported doing in 2024

Scholarships

Operating model

Revenue model
Investment-supported. 100% of the money available for current operations came from recurring investment income.
Distribution model
Grant intermediary. The nonprofit sent 100% of its reported program spending out as grants.

The verdict

MIXED - The filed numbers largely add up and revenue comfortably covers expenses. Some filing-based governance responses are negative or unanswered and a relatively small share of available resources goes toward mission work.

Rating breakdown

  • Financial Efficiency: 48
  • Transparency & Controls: 92
  • Accountability: 0
  • Sustainability: 88
  • Growth: 20

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 26.9%; rating input score 27
  • Program expense ratio: 100%; rating input score 100
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 63rd percentile among comparable filings
  • Pay-setting controls: Limited
  • Foreign activity oversight: Limited
  • Grant itemization coverage: Limited
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: Limited
  • Governance controls: 0 of 7 controls in place; rating input score 0
    • Conflict-of-interest policy: Fail
    • Whistleblower policy: Fail
    • Document-retention policy: Fail
    • CEO compensation review process: NotApplicable
    • Other executive compensation review process: NotApplicable
    • Form 990 shared with the board: Fail
    • Board meeting minutes documented: Fail
    • Audit committee oversight: Missing
    • Independent financial-statement audit: Fail

Sustainability

  • Operating margin: 73.1%; rating input score 95; 95th percentile among comparable filings
  • Total-asset coverage ratio: 159.59; rating input score 96; 96th percentile among comparable filings
  • Liabilities to assets ratio: 0; rating input score 69; 69th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 60; 60th percentile among comparable filings

Growth

  • Program expense growth: -22.2% per year; rating input score 0; 16th percentile among comparable filings
  • Revenue growth: -22.3% per year; rating input score 0; 18th percentile among comparable filings
  • Asset growth: 7.9% per year; rating input score 100; 75th percentile among comparable filings

Details

  • Where the money goes: 26.9% of revenue deployed · 100% of spending went to programs
  • Governance: 0 of 7 filing controls reported
  • Programs: 1 filed program accomplishment
  • Leadership: top reported pay $0 · 4 people listed
  • Consistency: 10 of 10 current checks pass
  • Schedules: 4 filed schedules · includes major donors
  • Filing history: 2 filing years from 2023 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 — Accountability: Governance controls: 6 of 6 not reported.
  • High — Financial Efficiency: Mission deployment rate scored 27/100.
  • High — Growth: Program expense growth scored 0/100.
  • High — Growth: Revenue growth scored 0/100.