Rotary Club of Naples Inc
Nonprofit profile at a glance
- EIN
- 596152305
- IRS 990-EZ coverage
- 2012–2024
- Forms available
- Form 990-EZ 2024
- Location
- Naples, FL, USA
- Phone
- 2392621040
- Rating
- 86
- Verdict
- STRONG
- Rating confidence
- Moderate
Reported finances
- Revenue
- $160,548
- Expenses
- $160,469
- Assets
- $39,977
- Liabilities
- $875
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
13 people listed
Executive titles in this filing
- Ashley Kelly (Past President)
- Catherine Hetrick (President)
- Jeff Garr (President Elect)
- Phil Regala (President)
People named in this filing
- Sharon Carter (Director)
- Greg Wetzel (Secretary)
- Ashley Kelly (Past President)
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 advance understanding, goodwill and peace in Southwest Florida as well as throughout the world through the improvement of health, the support of education, and the alleviation of poverty.
What it reported doing in 2024
Luncheon meetings to promote interchange of ideas, club goals, and educational opportunities through various speakers and other methods. More than 100 members and guests participate in weekly meetings and in various related group events.
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
- Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.
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: 99
- Transparency & Controls: 82
- Sustainability: 34
- Growth: 40
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 98.6%; rating input score 99
- Program expense ratio: 98.6%; rating input score 99
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
- Major donor itemization: Limited
Sustainability
- Operating margin: 0%; rating input score 34; 34th percentile among comparable filings
- Total-asset coverage ratio: 0.25; rating input score 22; 22nd percentile among comparable filings
- Liabilities to assets ratio: 0.02; rating input score 36; 36th percentile among comparable filings
- Officer compensation ratio: 0%; rating input score 63; 63rd percentile among comparable filings
Growth
- Program expense growth: 0.7% per year; rating input score 100; 32nd percentile among comparable filings
- Revenue growth: -0.1% per year; rating input score 0; 21st percentile among comparable filings
- Asset growth: -3.2% per year; rating input score 0; 19th percentile among comparable filings
Details
- Where the money goes: 98.6% of revenue deployed · 98.6% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 2 filed program accomplishments · $158K in reported program spending
- Leadership: top reported pay $0 · 13 people listed
- Consistency: 7 of 7 current checks pass
- Schedules: 1 filed schedules
- Filing history: 13 filing years from 2012 to 2024
- Contacts: How to reach this organization
- 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.
- High — Growth: Revenue growth scored 0/100.
- Moderate — Sustainability: Operating margin scored 34/100.
- High — Sustainability: Total-asset coverage ratio scored 22/100.
- High — Growth: Asset growth scored 0/100.
- Moderate — Sustainability: Liabilities to assets ratio scored 36/100.