Rochester Rotary Club
Nonprofit profile at a glance
- EIN
- 160700247
- IRS 990 coverage
- 2011–2024
- Forms available
- Form 990 2024
- Location
- Rochester, NY, USA
- Phone
- 5855467435
- Rating
- 79
- Verdict
- SUPPORTED
- Rating confidence
- Moderate
- Sector
- Community Service Clubs
Reported finances
- Revenue
- $246,305
- Expenses
- $242,046
- Assets
- $61,453
- Liabilities
- $34,678
Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
16 people listed
Executive titles in this filing
- PAUL GUGLIELMO (PRESIDENT)
- RICHARD D DE ASIS (PRESIDENT-ELECT)
- JEFFREY S HALIK (IMMEDIATE PAST PRESIDENT)
- ERICA L COOPER (VICE PRESIDENT)
- CARRIE FALZONE (VICE PRESIDENT)
- MARISA JV HOWARD (VICE PRESIDENT)
Highest reported compensation
- TRACEY DREISBACH (EXECUTIVE DIRECTOR): $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
We are a member-centered service organization enriching the lives of our city youth, people with disabilities and world neighbors.
What it reported doing in 2024
Weekly club meetings, community projects and committee activity; we currently have 310 members.
Operating model
- Revenue model
- Earned-program. 100% of the money available for current operations came from fees and other program revenue.
- Distribution model
- Hybrid. The nonprofit split its reported program spending across 60% for direct work, and 40% for affiliated organizations.
The verdict
SUPPORTED - A large share of available resources goes toward mission work and the filed numbers largely add up. Revenue has declined or grown slowly and expenses are high relative to revenue.
Rating breakdown
- Financial Efficiency: 76
- Transparency & Controls: 90
- Accountability: 86
- Sustainability: 30
- Growth: 60
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 85.1%; rating input score 85
- Program expense ratio: 86.6%; rating input score 87
- Fundraising efficiency: Limited
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 64th percentile among comparable filings
- Pay-setting controls: Limited
- Foreign activity oversight: Limited
- Grant itemization coverage: Limited
- Major donor itemization: Limited
- Related-party transparency: Limited
Accountability
- Independent voting board: 93.8%; rating input score 94; 26th percentile among comparable filings
- Governance controls: 6 of 8 controls in place; rating input score 75
- 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: Missing
- Independent financial-statement audit: Fail
Sustainability
- Operating margin: 1.7%; rating input score 43; 43rd percentile among comparable filings
- Total-asset coverage ratio: 0.25; rating input score 14; 14th percentile among comparable filings
- Liabilities to assets ratio: 0.56; rating input score 10; 10th percentile among comparable filings
- Officer compensation ratio: 3.9%; rating input score 34; 34th percentile among comparable filings
Growth
- Program expense growth: 0.1% per year; rating input score 100; 31st percentile among comparable filings
- Revenue growth: -0.8% per year; rating input score 0; 20th percentile among comparable filings
- Asset growth: 2.3% per year; rating input score 100; 34th percentile among comparable filings
Details
- Where the money goes: 85.1% of revenue deployed · 86.6% of spending went to programs
- Governance: 15 of 16 board members independent · 6 of 8 filing controls reported
- Programs: 1 filed program accomplishment · $210K in reported program spending
- Leadership: top reported pay $139K · 16 people listed
- Consistency: 16 of 16 current checks pass
- Schedules: 4 filed schedules
- Filing history: 12 filing years from 2011 to 2024
- Contacts: How to reach this organization
- Related organizations: 1 filed related-organization link
- 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: Revenue growth scored 0/100.
- Moderate — Sustainability: Operating margin scored 43/100.
- High — Sustainability: Total-asset coverage ratio scored 14/100.
- Review — Accountability: Governance controls: Independent financial-statement audit not reported.
- High — Sustainability: Liabilities to assets ratio scored 10/100.
- Moderate — Sustainability: Officer compensation ratio scored 34/100.