Rotary Club of Newberry

Nonprofit profile at a glance

EIN
526025093
IRS 990-EZ coverage
2011–2024
Forms available
Form 990-EZ 2024
Location
Newberry, SC, USA
Rating
61
Verdict
SUPPORTED
Rating confidence
Moderate

Reported finances

Revenue
$58,489
Expenses
$53,800
Assets
$112,759

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

Leadership & pay

11 people listed

Executive titles in this filing

  • Melody Jepsen (President)
  • Deborah Hartness (President Elect)
  • Donna Lominack (Immediate Past President)

People named in this filing

  • Melody Jepsen (President)
  • Christina Pomeroy (Treasurer)
  • Renee Stubbs (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 to the Community

What it reported doing in 2024

3rd Grade Literacy Initiative. Project in conjunction with Newberry County Library to supply a bilingual book to all 3rd graders in the county. In addition a field trip was scheduled for all students to visit the county library.

Operating model

Revenue model
Mixed. Its operating money came from several sources; no one source provided a clear majority.
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

SUPPORTED - The filed numbers largely add up and revenue 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: 45
  • Transparency & Controls: 82
  • Sustainability: 54
  • Growth: 60

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 43.9%; rating input score 44
  • Program expense ratio: 46.9%; rating input score 47

Transparency & Controls

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

Sustainability

  • Operating margin: 8%; rating input score 59; 59th percentile among comparable filings
  • Total-asset coverage ratio: 2.1; 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: -1.4% per year; rating input score 0; 44th percentile among comparable filings
  • Revenue growth: 0% per year; rating input score 100; 52nd percentile among comparable filings
  • Asset growth: 10.2% per year; rating input score 100; 73rd percentile among comparable filings

Details

  • Where the money goes: 43.9% of revenue deployed · 46.9% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 7 filed program accomplishments · $25K in reported program spending
  • Leadership: top reported pay $0 · 11 people listed
  • Consistency: 8 of 8 current checks pass
  • Schedules: 2 filed schedules
  • Filing history: 9 filing years from 2011 to 2024
  • Contacts: How to reach this organization
  • 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 44/100.
  • Moderate — Financial Efficiency: Program expense ratio scored 47/100.
  • High — Growth: Program expense growth scored 0/100.
  • Review — Sustainability: Operating margin scored 59/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.