Rotary Club of New Britain-berlin
Nonprofit profile at a glance
- EIN
- 066043330
- IRS 990-EZ coverage
- 2014–2024
- Forms available
- Form 990-EZ 2024
- Location
- New Britain, CT, USA
- Phone
- 8602233465
- Rating
- 64
- Verdict
- SUPPORTED
- Rating confidence
- Moderate
Reported finances
- Revenue
- $48,259
- Expenses
- $42,540
- Assets
- $81,867
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
9 people listed
Executive titles in this filing
- NANCY RODRIGUEZ (PRESIDENT)
- MEAGHAN MCFALL FORMAN (PRESIDENT ELECT)
- RON SHEFFER (PAST PRESIDENT)
People named in this filing
- NANCY RODRIGUEZ (PRESIDENT)
- MEAGHAN MCFALL FORMAN (PRESIDENT ELECT)
- GERRY BERTHIAUME (EXECUTIVE SECRETARY/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
Promote child welfare & scholarships
What it reported doing in 2024
Sponsor events for berlin and new britain schools
Operating model
- Revenue model
- Other-operating. 89% of the money available for current operations came from other operating revenue.
- Distribution model
- Cannot be determined from the filing. The filing does not provide enough consistent spending detail to tell whether the nonprofit works directly or through others.
The verdict
SUPPORTED - The filed numbers largely add up and program spending has grown recently. 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: 47
- Transparency & Controls: 82
- Sustainability: 56
- Growth: 100
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 45.3%; rating input score 45
- Program expense ratio: 51.3%; rating input score 51
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
- Major donor itemization: Limited
Sustainability
- Operating margin: 11.9%; rating input score 64; 64th percentile among comparable filings
- Total-asset coverage ratio: 1.92; rating input score 64; 64th 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: 4.1% per year; rating input score 100; 60th percentile among comparable filings
- Revenue growth: 8.6% per year; rating input score 100; 79th percentile among comparable filings
- Asset growth: 5.1% per year; rating input score 100; 58th percentile among comparable filings
Details
- Where the money goes: 45.3% of revenue deployed · 51.3% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 2 filed program accomplishments · $22K in reported program spending
- Leadership: top reported pay $0 · 9 people listed
- Consistency: 7 of 8 current checks pass · 1 finding to review
- Schedules: 2 filed schedules
- Filing history: 11 filing years from 2014 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.
- Moderate — Financial Efficiency: Mission deployment rate scored 45/100.
- Review — Financial Efficiency: Program expense ratio scored 51/100.
- Moderate — Transparency & Controls: Part III transfer expenses within program total did not reconcile in the filed values.
- Review — Sustainability: Officer compensation ratio scored 56/100.