Rotary Club of Fredericktowne Rotary International

Nonprofit profile at a glance

EIN
521445890
IRS 990-EZ coverage
2011–2024
Forms available
Form 990-EZ 2024
Location
Frederick, MD, USA
Phone
2404461526
Rating
55
Verdict
MIXED
Rating confidence
Moderate

Reported finances

Revenue
$4,939
Expenses
$10,532
Assets
$68,224
Liabilities
$3,535

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

Leadership & pay

7 people listed

Executive titles in this filing

  • David Burroughs (President)
  • Katrina Wolf (Past-President)

People named in this filing

  • David Burroughs (President)
  • Katrina Wolf (Past-President)
  • Joseph Heverley (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

To encourage and foster the ideal of service above self embodied in the Rotary four way test of: is it the truth; is it fair to all concerned; will it build goodwill and better friendships; and, will it be beneficial to all concerned.

What it reported doing in 2024

Participate in the cure for Alzheimers walk by individualclub members soliciting donations and the club makinga donation

Operating model

Revenue model
Other-operating. 61% 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

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: 41
  • Transparency & Controls: 82
  • Sustainability: 38
  • Growth: 0

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 50.7%; rating input score 51
  • Program expense ratio: 23.7%; rating input score 24

Transparency & Controls

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

Sustainability

  • Operating margin: -113.2%; rating input score 7; 7th percentile among comparable filings
  • Total-asset coverage ratio: 6.48; rating input score 88; 88th percentile among comparable filings
  • Liabilities to assets ratio: 0.05; rating input score 21; 21st percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings

Growth

  • Program expense growth: -17.4% per year; rating input score 0; 20th percentile among comparable filings
  • Revenue growth: -13.4% per year; rating input score 0; 20th percentile among comparable filings
  • Asset growth: -0.3% per year; rating input score 0; 37th percentile among comparable filings

Details

  • Where the money goes: 50.7% of revenue deployed · 23.7% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment · $2K in reported program spending
  • Leadership: top reported pay $0 · 7 people listed
  • Consistency: 8 of 8 current checks pass
  • Schedules: 1 filed schedules
  • Filing history: 14 filing years from 2011 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.

  • Review — Financial Efficiency: Mission deployment rate scored 51/100.
  • High — Financial Efficiency: Program expense ratio scored 24/100.
  • High — Sustainability: Operating margin scored 7/100.
  • High — Growth: Program expense growth scored 0/100.
  • High — Growth: Revenue growth scored 0/100.
  • High — Growth: Asset growth scored 0/100.
  • High — Sustainability: Liabilities to assets ratio scored 21/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.