Rotary Club of Beaufort
Nonprofit profile at a glance
- EIN
- 576025772
- IRS 990-EZ coverage
- 2012–2024
- Forms available
- Form 990-EZ 2024
- Location
- Beaufort, SC, USA
- Phone
- 8435220222
- Rating
- 57
- Verdict
- MIXED
- Rating confidence
- Moderate
Reported finances
- Revenue
- $72,137
- Expenses
- $95,490
- Assets
- $108,695
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
3 people listed
Executive titles in this filing
- Ron Garret (President)
People named in this filing
- Ron Garret (President)
- Whitney McDaniel (Treasurer)
- Nancy Dykeman (Secretary)
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
World Peace and Understanding.
What it reported doing in 2024
Vocational Service Awards, Scholarships, Contributions to Community Charitable Organizations, the Rotary Foundation and Rotary International Foundation.
Operating model
- Revenue model
- Cannot be determined from the filing. The filing does not provide enough consistent revenue detail to tell how this nonprofit funds its work.
- Distribution model
- Grant intermediary. The nonprofit sent 100% of its reported program spending out as grants.
The verdict
MIXED - The filed numbers largely add up. 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: 43
- Transparency & Controls: 82
- Sustainability: 29
- Growth: 20
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 47.1%; rating input score 47
- Program expense ratio: 35.6%; rating input score 36
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
- Major donor itemization: Limited
Sustainability
- Operating margin: -32.4%; rating input score 17; 17th percentile among comparable filings
- Total-asset coverage ratio: 1.14; rating input score 50; 50th 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: -15.9% per year; rating input score 0; 21st percentile among comparable filings
- Revenue growth: -0.2% per year; rating input score 0; 51st percentile among comparable filings
- Asset growth: 10% per year; rating input score 100; 72nd percentile among comparable filings
Details
- Where the money goes: 47.1% of revenue deployed · 35.6% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 1 filed program accomplishment · $34K in reported program spending
- Leadership: top reported pay $0 · 3 people listed
- Consistency: 7 of 7 current checks pass
- Schedules: 1 filed schedules
- Filing history: 13 filing years from 2012 to 2024
- Contacts: How to reach this organization
- Money network: Resolved incoming and outgoing counterparties from filed money flows.
- Related organizations: Filed and resolved organization relationships.
- 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 47/100.
- Moderate — Financial Efficiency: Program expense ratio scored 36/100.
- High — Sustainability: Operating margin scored 17/100.
- High — Growth: Program expense growth scored 0/100.
- High — Growth: Revenue growth scored 0/100.
- Review — Sustainability: Total-asset coverage ratio scored 50/100.
- Review — Sustainability: Officer compensation ratio scored 56/100.