Rotary Club of Estero Foundation Inc

Nonprofit profile at a glance

EIN
201114379
IRS 990-EZ coverage
2022–2024
Forms available
Form 990-EZ 2024
Location
Estero, FL, USA
Rating
84
Verdict
STRONG
Rating confidence
Moderate
Sector
Fund Raising and Fund Distribution

Reported finances

Revenue
$62,515
Expenses
$57,730
Assets
$52,392
Liabilities
$3,599

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

Leadership & pay

7 people listed

Executive titles in this filing

  • Carmelita Singh-Mayer (Past President)
  • Steven Mayer (President)
  • Joe Pavich (President Elect)

People named in this filing

  • Carmelita Singh-Mayer (Past President)
  • Steven Mayer (President)
  • Joe Pavich (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

We provide service to the international national and local community.

What it reported doing in 2024

Rotary Foundation & PolioPlus7000 Kinds Minds Matter 6000 Wheel Chair Foundation 2000 Shelter Box 1000 Jakalasi School 3000 Interfaith Charities 5000 New Horizons 5000 Others 23560

Operating model

Revenue model
Other-operating. 80% of the money available for current operations came from other operating revenue.
Distribution model
Grant intermediary. The nonprofit sent 100% of its reported program spending out as 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 assets have declined or grown slowly.

Rating breakdown

  • Financial Efficiency: 93
  • Transparency & Controls: 82
  • Sustainability: 50
  • Growth: 40

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 90.5%; rating input score 90
  • Program expense ratio: 98%; 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: 7.7%; rating input score 59; 59th percentile among comparable filings
  • Total-asset coverage ratio: 0.91; rating input score 44; 44th percentile among comparable filings
  • Liabilities to assets ratio: 0.07; rating input score 19; 19th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings

Growth

  • Program expense growth: 150% per year; rating input score 100; 99th percentile among comparable filings
  • Revenue growth: -3.1% per year; rating input score 0; 40th percentile among comparable filings
  • Asset growth: -9.8% per year; rating input score 0; 17th percentile among comparable filings

Details

  • Where the money goes: 90.5% of revenue deployed · 98% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment · $57K in reported program spending
  • Leadership: top reported pay $0 · 7 people listed
  • Consistency: 8 of 8 current checks pass
  • Schedules: 3 filed schedules
  • Filing history: 3 filing years from 2022 to 2024
  • Contacts: How to reach this organization
  • Money network: Resolved incoming and outgoing counterparties from filed money flows.
  • 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.
  • High — Growth: Asset growth scored 0/100.
  • Review — Sustainability: Operating margin scored 59/100.
  • Moderate — Sustainability: Total-asset coverage ratio scored 44/100.
  • High — Sustainability: Liabilities to assets ratio scored 19/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.