Pell City Rotary Club Foundation
Nonprofit profile at a glance
- EIN
- 721376399
- IRS 990-EZ coverage
- 2023–2024
- Forms available
- Form 990 2021, Form 990-EZ 2024, Form 990-N 2022
- Location
- Pell City, AL, USA
- Phone
- 2058846184
- Rating
- 83
- Verdict
- STRONG
- Rating confidence
- Moderate
- Sector
- Scholarships, Student Financial Aid Services, Awards
Reported finances
- Revenue
- $129,065
- Expenses
- $84,281
- Assets
- $159,421
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
12 people listed
Executive titles in this filing
- BRIAN MUENGER (PRESIDENT)
- CASEY A CAMBRON (PRESIDENT EL)
People named in this filing
- BRIAN MUENGER (PRESIDENT)
- CASEY A CAMBRON (PRESIDENT EL)
- JP DAILEY (VICE PRESIDE)
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
To assist the local community financially by developing, promoting, and implementing fundraisers and contributions.
What it reported doing in 2024
The foundation awarded 12,500 among 9 recipients for the fiscal year ended june 30, 2019. Foundation checks are made payable to the recipient and the college or university of the recipient's choice. The foundation does not participate in the promotion or selection process. This function has been delegated to the pell city high school. However, the foundation's policy is that no rotary club member nor any of his/her relatives may be the recipient of any such award or scholarship.
Operating model
- Revenue model
- Earned-program. 63% of the money available for current operations came from fees and other program revenue.
- 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
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 revenue has declined or grown slowly.
Rating breakdown
- Financial Efficiency: 78
- Transparency & Controls: 100
- Sustainability: 72
- Growth: 0
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 65.3%; rating input score 65
- Program expense ratio: 99.9%; rating input score 100
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: 34.7%; rating input score 87; 87th percentile among comparable filings
- Total-asset coverage ratio: 1.89; rating input score 79; 79th percentile among comparable filings
- Liabilities to assets ratio: Limited
- Officer compensation ratio: 0%; rating input score 63; 63rd percentile among comparable filings
Growth
- Program expense growth: -23.8% per year; rating input score 0; 9th percentile among comparable filings
- Revenue growth: -15.1% per year; rating input score 0; 3rd percentile among comparable filings
- Asset growth: -24.9% per year; rating input score 0; 5th percentile among comparable filings
Details
- Where the money goes: 65.3% of revenue deployed · 99.9% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 2 filed program accomplishments · $84K in reported program spending
- Leadership: top reported pay $0 · 12 people listed
- Consistency: 6 of 6 current checks pass
- Schedules: 4 filed schedules
- Filing history: 2 filing years from 2023 to 2024
- Contacts: How to reach this organization
- Money network: Resolved incoming and outgoing counterparties from filed money flows.
- 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.
- High — Growth: Revenue growth scored 0/100.
- High — Growth: Asset growth scored 0/100.