Perry Rotary Foundation Inc

Nonprofit profile at a glance

EIN
166053172
IRS 990-EZ coverage
2011–2024
Forms available
Form 990-EZ 2024
Location
Perry, NY, USA
Phone
5852376550
Rating
85
Verdict
STRONG
Rating confidence
Moderate

Reported finances

Revenue
$70,916
Expenses
$42,949
Assets
$242,848
Liabilities
$0

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

Leadership & pay

6 people listed

Executive titles in this filing

  • DARYL HEIBY (PRESIDENT)
  • DONALD OGEEN (VICE PRESIDENT)

People named in this filing

  • DARYL HEIBY (PRESIDENT)
  • AMANDA S PARKER (TREASURER)
  • MICHAEL FITCH (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

Club, vocational, and community svc

What it reported doing in 2024

Ongoing service and support of club, vocational, community and international service projects

Operating model

Revenue model
Mixed. Its operating money came from several sources; no one source provided a clear majority.
Distribution model
Grant intermediary. The nonprofit sent 79% 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 reported officer compensation is a large share of total spending, which may reflect staffing concentration.

Rating breakdown

  • Financial Efficiency: 76
  • Transparency & Controls: 100
  • Sustainability: 81
  • Growth: 60

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 61.7%; rating input score 62
  • Program expense ratio: 100%; 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: 39.4%; rating input score 87; 87th percentile among comparable filings
  • Total-asset coverage ratio: 5.65; rating input score 86; 86th percentile among comparable filings
  • Liabilities to assets ratio: 0; rating input score 68; 68th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings

Growth

  • Program expense growth: -1.7% per year; rating input score 0; 43rd percentile among comparable filings
  • Revenue growth: 2.6% per year; rating input score 100; 62nd percentile among comparable filings
  • Asset growth: 2.6% per year; rating input score 100; 49th percentile among comparable filings

Details

  • Where the money goes: 61.7% of revenue deployed · 100% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment · $43K in reported program spending
  • Leadership: top reported pay $0 · 6 people listed
  • Consistency: 8 of 8 current checks pass
  • Schedules: 4 filed schedules
  • Filing history: 14 filing years from 2011 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.
  • Review — Sustainability: Officer compensation ratio scored 56/100.