Rotary Club of Keystone Heights Florida

Nonprofit profile at a glance

EIN
596155193
IRS 990-EZ coverage
2023–2024
Forms available
Form 990-EZ 2024
Location
Keystone Heights, FL, USA
Phone
3522356705
Rating
54
Verdict
MIXED
Rating confidence
Moderate
Sector
Community Service Clubs

Reported finances

Revenue
$20,123
Expenses
$12,658
Assets
$26,109

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

Leadership & pay

5 people listed

Executive titles in this filing

  • Heather Davis (Vice-President)
  • Todd Beals (President)
  • Elizabeth Condon (President-Elect)

People named in this filing

  • Heather Davis (Vice-President)
  • Shelley Gibbs (Treasurer)
  • Ginger Lee (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

Service organization whose purpose is to bring together business and professional leaders to provide humanitarian service to the local area.

What it reported doing in 2024

Scholarships are granted to individuals at the end of theschool year to recognize outstanding students. The purpose is to furtherthe individuals education. The number of scholarships each year varies but at least three scholarship are awarded each year.

Operating model

Revenue model
Mixed. Its operating money came from several sources; no one source provided a clear majority.
Distribution model
Member-benefit provider. The nonprofit used 71% of its reported program spending for member benefits.

The verdict

MIXED - The filed numbers largely add up and revenue comfortably covers expenses. 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: 33
  • Transparency & Controls: 82
  • Sustainability: 66
  • Growth: 20

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 26.7%; rating input score 27
  • Program expense ratio: 42.4%; rating input score 42

Transparency & Controls

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

Sustainability

  • Operating margin: 37.1%; rating input score 85; 85th percentile among comparable filings
  • Total-asset coverage ratio: 2.06; rating input score 66; 66th 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: -77.1% per year; rating input score 0; 5th percentile among comparable filings
  • Revenue growth: -29.7% per year; rating input score 0; 10th percentile among comparable filings
  • Asset growth: 33.4% per year; rating input score 100; 92nd percentile among comparable filings

Details

  • Where the money goes: 26.7% of revenue deployed · 42.4% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 3 filed program accomplishments · $5K in reported program spending
  • Leadership: top reported pay $0 · 5 people listed
  • Consistency: 7 of 7 current checks pass
  • Schedules: 1 filed schedules
  • Filing history: 2 filing years from 2023 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 — Financial Efficiency: Mission deployment rate scored 27/100.
  • Moderate — Financial Efficiency: Program expense ratio scored 42/100.
  • High — Growth: Program expense growth scored 0/100.
  • High — Growth: Revenue growth scored 0/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.