Okeechobee Rotary Foundation Inc

Nonprofit profile at a glance

EIN
301156058
IRS 990-EZ coverage
2023–2024
Forms available
Form 990-EZ 2024, Form 990-N 2022
Location
Okeechobee, FL, USA
Phone
8638019498
Rating
83
Verdict
STRONG
Rating confidence
Moderate
Sector
Community Foundations

Reported finances

Revenue
$46,962
Expenses
$31,713
Assets
$30,133

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

Leadership & pay

6 people listed

Executive titles in this filing

  • KRISTY CRAWFORD (PRESIDENT)

People named in this filing

  • MICHAEL L BANDI (DIRECTOR)
  • AMY C WILBUR (TREASURER)
  • KRISTY CRAWFORD (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

The rotary club of okeechobee brings together engaging, thoughtful and upstanding local professional and business people to promote ethics, honesty and responsibility in the projects we undertake through our motto, "service above self", and the "4-way test". We believe in encouraging high ethical standards and leadership in our youth and provide support to advance the well-being of our community, especially the less fortunate and disadvantaged. We believe in supporting projects that focus on education, literacy and health that make a difference in improving the quality of people's lives through partnering with local businesses, social service organizations and government. We support global outreach for rotary international's polio eradication, sanitary improvements, and prenatal and emergency medical programs.

What it reported doing in 2024

Provide financial assistance through charitable contributions to local educational entities with a focus on education, literacy and health.

Operating model

Revenue model
Donor-supported. 91% of the money available for current operations came from contributions and gifts.
Distribution model
Grant intermediary. The nonprofit sent 100% of its reported program spending out as grants.

The verdict

STRONG - The filed numbers largely add up and a large share of available resources goes toward mission work. Program spending has declined or grown slowly and total assets are small relative to annual expenses; liquid coverage is unknown.

Rating breakdown

  • Financial Efficiency: 74
  • Transparency & Controls: 100
  • Sustainability: 59
  • Growth: 60

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 62.7%; rating input score 63
  • Program expense ratio: 92.8%; rating input score 93

Transparency & Controls

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

Sustainability

  • Operating margin: 32.5%; rating input score 83; 83rd percentile among comparable filings
  • Total-asset coverage ratio: 0.95; rating input score 45; 45th 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: -51.1% per year; rating input score 0; 8th percentile among comparable filings
  • Revenue growth: 12.5% per year; rating input score 100; 84th percentile among comparable filings
  • Asset growth: 67.7% per year; rating input score 100; 97th percentile among comparable filings

Details

  • Where the money goes: 62.7% of revenue deployed · 92.8% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment · $29K in reported program spending
  • Leadership: top reported pay $0 · 6 people listed
  • Consistency: 7 of 7 current checks pass
  • Schedules: 4 filed schedules
  • 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 — Growth: Program expense growth scored 0/100.
  • Moderate — Sustainability: Total-asset coverage ratio scored 45/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.