Pauls Valley Rotary Club

Nonprofit profile at a glance

EIN
736105928
IRS 990-EZ coverage
2014–2024
Forms available
Form 990-EZ 2024
Location
Pauls Valley, OK, USA
Rating
38
Verdict
REVIEW
Rating confidence
Moderate

Reported finances

Revenue
$27,441
Expenses
$27,227
Assets
$29,093

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

Leadership & pay

4 people listed

Executive titles in this filing

  • Carolyn Williams (President)
  • Julie Caughey (Vice President)

People named in this filing

  • Cathy Agee (Treasurer)
  • Susie Agee (Secretary)
  • Carolyn Williams (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 Pauls Valley Rotary Club's primary exempt purpose is to provide a better quality of life for all citizens of our community and other communities around the world. We contributed locally to the Boy Scouts of America and the Foundation of Academic Excellence.We also help in keeping our city beautiful by maintaining the rose garden in the local park.

What it reported doing in 2024

Funding and maintaining the rose garden in the local park.

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
Cannot be determined from the filing. The filing does not provide enough consistent spending detail to tell whether the nonprofit works directly or through others.

The verdict

REVIEW - The filed numbers largely add up. 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: 5
  • Transparency & Controls: 82
  • Sustainability: 43
  • Growth: 20

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 5.5%; rating input score 5
  • Program expense ratio: 5.5%; rating input score 5

Transparency & Controls

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

Sustainability

  • Operating margin: 0.8%; rating input score 47; 47th percentile among comparable filings
  • Total-asset coverage ratio: 1.07; rating input score 48; 48th 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: -25.9% per year; rating input score 0; 15th percentile among comparable filings
  • Revenue growth: -3.1% per year; rating input score 0; 40th percentile among comparable filings
  • Asset growth: 2.5% per year; rating input score 100; 48th percentile among comparable filings

Details

  • Where the money goes: 5.5% of revenue deployed · 5.5% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment · $1K in reported program spending
  • Leadership: top reported pay $0 · 4 people listed
  • Consistency: 6 of 7 current checks pass · 1 finding to review
  • 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 — Financial Efficiency: Mission deployment rate scored 5/100.
  • High — Financial Efficiency: Program expense ratio scored 5/100.
  • Moderate — Transparency & Controls: Part III transfer expenses within program total did not reconcile in the filed values.
  • High — Growth: Program expense growth scored 0/100.
  • High — Growth: Revenue growth scored 0/100.
  • Moderate — Sustainability: Operating margin scored 47/100.
  • Moderate — Sustainability: Total-asset coverage ratio scored 48/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.