Rotary Club of Dalton Inc

Nonprofit profile at a glance

EIN
581743740
IRS 990-EZ coverage
2009–2024
Forms available
Form 990-EZ 2024
Location
Dalton, GA, USA
Phone
7062261489
Rating
84
Verdict
STRONG
Rating confidence
Moderate

Reported finances

Revenue
$144,849
Expenses
$133,795
Assets
$51,098
Liabilities
$0

Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

4 people listed

Executive titles in this filing

  • MARGARET VENABLE (PRESIDENT)
  • DON FINKELL (PRESIDENT - ELECT)
  • MICHAEL S MARET (PAST PRESIDENT)

People named in this filing

  • MARGARET VENABLE (PRESIDENT)
  • FRANK HOGSHEAD (SECRETARY/TREASURER)
  • DON FINKELL (PRESIDENT - ELECT)

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

Weekly meetings and conferences to provide members with programs regarding local, national, and worldwide issues to which rotary and individual members may react. Recognition and scholarships for outstanding local high schools students. Sponsorship of rotary international track meet for high school track teams. Sponsorship of international group study exchange for rotarians from other countries.

What it reported doing in 2024

Recognition and scholarships for outstanding students, donations to various local non profit communities, sponsorship annual track meet, weekly meetings to provide members with programs regarding local, national, & worldwide issues to which rotary members may react, sponsorship of international group study exchange for rotarians from other countries.

Operating model

Revenue model
Earned-program. 72% 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 70% for direct work, and 30% for grants.

The verdict

STRONG - 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: 93
  • Transparency & Controls: 82
  • Sustainability: 50
  • Growth: 40

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 90.4%; rating input score 90
  • Program expense ratio: 97.9%; rating input score 98

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
  • Major donor itemization: Limited

Sustainability

  • Operating margin: 7.6%; rating input score 53; 53rd percentile among comparable filings
  • Total-asset coverage ratio: 0.38; rating input score 31; 31st percentile among comparable filings
  • Liabilities to assets ratio: 0; rating input score 76; 76th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 63; 63rd percentile among comparable filings

Growth

  • Program expense growth: 0.8% per year; rating input score 100; 32nd percentile among comparable filings
  • Revenue growth: -0.2% per year; rating input score 0; 20th percentile among comparable filings
  • Asset growth: -3.1% per year; rating input score 0; 20th percentile among comparable filings

Details

  • Where the money goes: 90.4% of revenue deployed · 97.9% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 2 filed program accomplishments · $131K in reported program spending
  • Leadership: top reported pay $0 · 4 people listed
  • Consistency: 9 of 9 current checks pass
  • Schedules: 2 filed schedules
  • Filing history: 16 filing years from 2009 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 — Growth: Revenue growth scored 0/100.
  • Review — Sustainability: Operating margin scored 53/100.
  • Moderate — Sustainability: Total-asset coverage ratio scored 31/100.
  • High — Growth: Asset growth scored 0/100.