Rotary Club of Bartram Trail
Nonprofit profile at a glance
- EIN
- 651227021
- IRS 990-EZ coverage
- 2018–2024
- Forms available
- Form 990-EZ 2024, Form 990-N 2017
- Location
- St Johns, FL, USA
- Rating
- 58
- Verdict
- MIXED
- Rating confidence
- Moderate
- Sector
- Community Service Clubs
Reported finances
- Revenue
- $47,411
- Expenses
- $53,383
- Assets
- $38,328
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
3 people listed
Executive titles in this filing
- Molly Paxton (President)
People named in this filing
- Molly Paxton (President)
- Mitch Ross (Secretary)
- Parker Rowland (Treasurer)
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
Service organization providing support to the local community.
What it reported doing in 2024
Donated Honduras funds to build water system for area that did not have clean water.
Operating model
- Revenue model
- Membership-supported. 71% of the money available for current operations came from membership dues.
- Distribution model
- Cannot be determined from the filing. The filing does not provide enough consistent spending detail to tell whether the nonprofit works directly or through others.
The verdict
MIXED - The filed numbers largely add up and revenue has grown recently. A relatively small share of available resources goes toward mission work and a relatively small share of total spending goes to programs.
Rating breakdown
- Financial Efficiency: 41
- Transparency & Controls: 82
- Sustainability: 31
- Growth: 60
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 43.1%; rating input score 43
- Program expense ratio: 38.3%; rating input score 38
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
- Major donor itemization: Limited
Sustainability
- Operating margin: -12.6%; rating input score 28; 28th percentile among comparable filings
- Total-asset coverage ratio: 0.72; rating input score 38; 38th percentile among comparable filings
- Liabilities to assets ratio: Limited
- Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings
Growth
- Program expense growth: -17.9% per year; rating input score 0; 19th percentile among comparable filings
- Revenue growth: 2.4% per year; rating input score 100; 62nd percentile among comparable filings
- Asset growth: 14.6% per year; rating input score 100; 80th percentile among comparable filings
Details
- Where the money goes: 43.1% of revenue deployed · 38.3% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 3 filed program accomplishments · $20K in reported program spending
- Leadership: top reported pay $0 · 3 people listed
- Consistency: 6 of 7 current checks pass · 1 finding to review
- Schedules: 3 filed schedules
- Filing history: 6 filing years from 2018 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.
- Moderate — Financial Efficiency: Mission deployment rate scored 43/100.
- Moderate — Financial Efficiency: Program expense ratio scored 38/100.
- Moderate — Transparency & Controls: Part III transfer expenses within program total did not reconcile in the filed values.
- High — Growth: Program expense growth scored 0/100.
- High — Sustainability: Operating margin scored 28/100.
- Moderate — Sustainability: Total-asset coverage ratio scored 38/100.
- Review — Sustainability: Officer compensation ratio scored 56/100.