Rotary Club of Sedona Charitable Fund
Nonprofit profile at a glance
- EIN
- 261367563
- IRS 990-EZ coverage
- 2018–2024
- Forms available
- Form 990-EZ 2024
- Location
- Sedona, AZ, USA
- Phone
- 9283017765
- Rating
- 75
- Verdict
- SUPPORTED
- Rating confidence
- Moderate
- Sector
- Support N.E.C.
Reported finances
- Revenue
- $83,387
- Expenses
- $29,140
- Assets
- $128,169
- Liabilities
- $2,859
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
6 people listed
Executive titles in this filing
- JEAN BARTON (PRESIDENT)
- JAQUELINE CAMBATA (VICE PRESIDENT)
People named in this filing
- JEAN BARTON (PRESIDENT)
- JAQUELINE CAMBATA (VICE PRESIDENT)
- DAVE YOUNG (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
Community service - local worldwide
What it reported doing in 2024
Providing support to the local community in the form of grants and contributions to local 501c3 organizations providing services to low income families and care assistance to the elderly and underprivileged
Operating model
- Revenue model
- Earned-program. 94% of the money available for current operations came from fees and other program revenue.
- Distribution model
- Direct operator. The filing allocates 94% 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 program spending has grown recently. A relatively small share of available resources goes toward mission work and liabilities are high compared with assets.
Rating breakdown
- Financial Efficiency: 52
- Transparency & Controls: 100
- Sustainability: 78
- Growth: 100
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 30.7%; rating input score 31
- Program expense ratio: 87.9%; rating input score 88
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
- Major donor itemization: Yes; rating input score 100
Sustainability
- Operating margin: 65.1%; rating input score 95; 95th percentile among comparable filings
- Total-asset coverage ratio: 4.4; rating input score 82; 82nd percentile among comparable filings
- Liabilities to assets ratio: 0.02; rating input score 25; 25th percentile among comparable filings
- Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings
Growth
- Program expense growth: 20.7% per year; rating input score 100; 82nd percentile among comparable filings
- Revenue growth: 19.2% per year; rating input score 100; 90th percentile among comparable filings
- Asset growth: 5.7% per year; rating input score 100; 60th percentile among comparable filings
Details
- Where the money goes: 30.7% of revenue deployed · 87.9% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 3 filed program accomplishments · $26K in reported program spending
- Leadership: top reported pay $0 · 6 people listed
- Consistency: 8 of 8 current checks pass
- Schedules: 4 filed schedules
- Filing history: 6 filing years from 2018 to 2024
- Contacts: How to reach this organization
- Money network: Resolved incoming and outgoing counterparties from filed money flows.
- 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.
- Moderate — Financial Efficiency: Mission deployment rate scored 31/100.
- High — Sustainability: Liabilities to assets ratio scored 25/100.
- Review — Sustainability: Officer compensation ratio scored 56/100.