Rotary Club of Dallas

Nonprofit profile at a glance

EIN
750533078
IRS 990-EZ coverage
2017–2017
Forms available
Form 990 2016, Form 990-EZ 2017
Location
Dallas, TX, USA
Phone
2147425451
Rating
41
Verdict
MIXED
Rating confidence
Moderate
Sector
Community Service Clubs

Reported finances

Revenue
$173,503
Expenses
$167,098
Assets
$32,156
Liabilities
$37,263

Source: IRS Form 990-EZ. Selected filing: tax year 2017. Amounts in USD.

Leadership & pay

20 people listed

Executive titles in this filing

  • Michael Perry (Past President)
  • Howard L Templin (President & CEO)
  • Dana DeVance (President-Elect)
  • Denise D Demonbreun (Executive Director)
  • Hillary Pennartz (Executive Director)

People named in this filing

  • Michael Perry (Past President)
  • Howard L Templin (President & CEO)
  • James Smith (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 2017. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

To provide service to others, to identify and support humanitarian projects, to promote high ethical standards, and to advance world understanding, goodwill, and peace through its fellowship of business, professional, and community leaders.

What it reported doing in 2017

Organized and Conducted Annual Salute to American Veterans, Bicycle Safety Rodeo, Outstanding Teacher Awards, "I Like Me" Elementary Reading Event, "Safer Dallas-Better Dallas" Police Recognition, Rotary Foundation Scholarship Selection; Sponsored Rotary Student Foreign Exchange.

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
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 revenue has grown recently. A relatively small share of available resources goes toward mission work and expenses are high relative to revenue.

Rating breakdown

  • Financial Efficiency: 7
  • Transparency & Controls: 82
  • Sustainability: 28
  • Growth: 60

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 11.4%; rating input score 11
  • Program expense ratio: Limited

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 51st percentile among comparable filings
  • Major donor itemization: Limited

Sustainability

  • Operating margin: 3.7%; rating input score 45; 45th percentile among comparable filings
  • Total-asset coverage ratio: 0.19; rating input score 18; 18th percentile among comparable filings
  • Liabilities to assets ratio: 1.16; rating input score 5; 5th percentile among comparable filings
  • Officer compensation ratio: 33%; rating input score 10; 10th percentile among comparable filings

Growth

  • Program expense growth: Limited
  • Revenue growth: 7.4% per year; rating input score 100; 61st percentile among comparable filings
  • Asset growth: 226.5% per year; rating input score 100; 100th percentile among comparable filings

Details

  • Where the money goes: 11.4% of revenue deployed
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment
  • Leadership: top reported pay $0 · 20 people listed
  • Consistency: 6 of 6 current checks pass
  • Schedules: 2 filed schedules
  • Contacts: How to reach this organization
  • Money network: 3 filed money-flow records
  • 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.

Grant-readiness screening is separate from the live rating, not a measure of program quality. Review the source records before making a grant decision.

  • High — Financial Efficiency: Mission deployment rate scored 11/100.
  • Moderate — Sustainability: Operating margin scored 45/100.
  • High — Sustainability: Total-asset coverage ratio scored 18/100.
  • High — Sustainability: Liabilities to assets ratio scored 5/100.
  • High — Sustainability: Officer compensation ratio scored 10/100.
  • High — Grant Readiness: Automatic revocation: this organization had its federal tax-exempt status automatically revoked.