Rotary Club of Bartow Florida Inc
Nonprofit profile at a glance
- EIN
- 596152311
- IRS 990-EZ coverage
- 2021–2024
- Forms available
- Form 990-EZ 2024, Form 990-N 2020
- Location
- Bartow, FL, USA
- Phone
- 8632943568
- Rating
- 49
- Verdict
- MIXED
- Rating confidence
- Moderate
Reported finances
- Revenue
- $63,551
- Expenses
- $36,802
- Assets
- $55,049
- Liabilities
- $3,300
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
5 people listed
Executive titles in this filing
- SHERRY KIRKLAND (PRESIDENT)
- STEVE GITHENS (PRESIDENT ELEC)
People named in this filing
- LAURA SIMPSON (TREASURER)
- CHIP HARRIS (SGT. AT ARMS)
- SHERRY KIRKLAND (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
Our mission is to foster enduring friendships among our members while collectively working towards a bribhter future for the bartow area.
What it reported doing in 2024
The purpose of the organization is to provide fellowship and inspiration to improve the community through the ideals of rotary
Operating model
- Revenue model
- Other-operating. 65% of the money available for current operations came from other operating revenue.
- Distribution model
- Transfer-based 990-EZ. The 990-EZ reports grants or member benefits, but it does not separate enough spending to show the nonprofit’s full delivery mix.
The verdict
MIXED - The filed numbers largely add up and program spending has grown recently. A relatively small share of available resources goes toward mission work and some filed totals do not add up.
Rating breakdown
- Financial Efficiency: 17
- Transparency & Controls: 82
- Sustainability: 67
- Growth: 80
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 26.6%; rating input score 27
- Program expense ratio: Limited
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
- Major donor itemization: Limited
Sustainability
- Operating margin: 42.1%; rating input score 88; 88th percentile among comparable filings
- Total-asset coverage ratio: 1.5; rating input score 57; 57th percentile among comparable filings
- Liabilities to assets ratio: 0.06; rating input score 20; 20th percentile among comparable filings
- Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings
Growth
- Program expense growth: 18.6% per year; rating input score 100; 81st percentile among comparable filings
- Revenue growth: 5.7% per year; rating input score 100; 73rd percentile among comparable filings
- Asset growth: -0.1% per year; rating input score 0; 38th percentile among comparable filings
Details
- Where the money goes: 26.6% of revenue deployed
- Governance: Filed governance answers
- Accomplishments: 1 filed program accomplishment
- Leadership: top reported pay $0 · 5 people listed
- Consistency: 5 of 6 current checks pass · 1 finding to review
- Schedules: 2 filed schedules
- Filing history: 4 filing years from 2021 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 27/100.
- Moderate — Transparency & Controls: Part I part ii net assets crosscheck did not reconcile in the filed values.
- High — Growth: Asset growth scored 0/100.
- Review — Sustainability: Total-asset coverage ratio scored 57/100.
- High — Sustainability: Liabilities to assets ratio scored 20/100.
- Review — Sustainability: Officer compensation ratio scored 56/100.