Rochester Rotary Charitable Trusts Inc
Nonprofit profile at a glance
- EIN
- 160778060
- IRS 990 coverage
- 2010–2024
- Forms available
- Form 990 2024
- Location
- Rochester, NY, USA
- Phone
- 5855467435
- Rating
- 84
- Verdict
- STRONG
- Rating confidence
- Moderate
- Sector
- Children's, Youth Services
Reported finances
- Revenue
- $1,546,604
- Expenses
- $1,650,839
- Assets
- $11,258,535
- Liabilities
- $330,998
Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
18 people listed
Executive titles in this filing
- HEATHER L SMITH (PRESIDENT)
- TRACEY DREISBACH (EXECUTIVE DIRECTOR/SECRETARY)
Highest reported compensation
- TRACEY DREISBACH (EXECUTIVE DIRECTOR/SECRETARY): $138,793 total reported compensation
Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
Rochester rotary charitable trusts makes a difference in the lives of our community and world neighbors-in-need, with special emphasis on city youth and on individuals of all ages with disabilities.this is done through the resources of our sunshine campus, the tuesday luncheon forums, and focused activities coordinated through our headquarters.all activities are guided by the objectives of rotary international: fellowship, community service, high ethical standards, and international understanding and goodwill.
What it reported doing in 2024
The rochester rotary sunshine camp provides a camping program for over 2,500 children from the greater rochester and surrounding areas at no charge to the children or their families without any government funding. Rochester rotary hosts a two week camping program for children with special needs ages 7-21 free of charge and additionally partners with eight area agencies to provide quality camping programs for their campers with disabilities. This partner usage is subsidized by our organization through grants. The sunshine camp serves as a resource to the entire community serving over 5,000 people annually.
Operating model
- Revenue model
- Mixed. Its operating money came from several sources; no one source provided a clear majority.
- Distribution model
- Direct operator. The filing allocates 97% 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 - A large share of available resources goes toward mission work and the filed numbers largely add up. Fundraising costs are high for each dollar raised and revenue has declined or grown slowly.
Rating breakdown
- Financial Efficiency: 78
- Transparency & Controls: 94
- Accountability: 96
- Sustainability: 48
- Growth: 60
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 86.9%; rating input score 87
- Program expense ratio: 78.6%; rating input score 79
- Fundraising efficiency: $8.05 raised per $1 spent on fundraising; rating input score 31; 31st percentile among comparable filings
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: 100%; rating input score 100; 76th percentile among comparable filings
- Major donor itemization: Yes; rating input score 100
- Related-party transparency: Limited
Accountability
- Independent voting board: 94.4%; rating input score 94; 25th percentile among comparable filings
- Governance controls: 8 of 8 controls in place; rating input score 100
- Conflict-of-interest policy: Pass
- Whistleblower policy: Pass
- Document-retention policy: Pass
- CEO compensation review process: Pass
- Other executive compensation review process: NotApplicable
- Form 990 shared with the board: Pass
- Board meeting minutes documented: Pass
- Audit committee oversight: Pass
- Independent financial-statement audit: Pass
Sustainability
- Operating margin: -6.7%; rating input score 21; 21st percentile among comparable filings
- Total-asset coverage ratio: 6.82; rating input score 88; 88th percentile among comparable filings
- Liabilities to assets ratio: 0.03; rating input score 58; 58th percentile among comparable filings
- Officer compensation ratio: 8.4%; rating input score 42; 42nd percentile among comparable filings
Growth
- Program expense growth: 2.2% per year; rating input score 100; 27th percentile among comparable filings
- Revenue growth: -0.5% per year; rating input score 0; 13th percentile among comparable filings
- Asset growth: 3.4% per year; rating input score 100; 31st percentile among comparable filings
Details
- Where the money goes: 86.9% of revenue deployed · 78.6% of spending went to programs
- Governance: 17 of 18 board members independent · 8 of 8 filing controls reported
- Programs: 4 filed program accomplishments · $1.3M in reported program spending
- Leadership: top reported pay $139K · 18 people listed
- Consistency: 35 of 35 current checks pass
- Schedules: 7 filed schedules · includes major donors and grants
- Filing history: 15 filing years from 2010 to 2024
- Contacts: How to reach this organization
- Money network: 2 filed money-flow records
- Related organizations: 2 filed related-organization links
- 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.
- Staff and benefit plans: Retirement and health plans the organization files with the Department of Labor, and the people in them.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- Moderate — Financial Efficiency: Fundraising efficiency scored 31/100.
- High — Growth: Revenue growth scored 0/100.
- High — Sustainability: Operating margin scored 21/100.
- Moderate — Sustainability: Officer compensation ratio scored 42/100.
- Review — Sustainability: Liabilities to assets ratio scored 58/100.