Rotary Club of St Augustine Inc

Nonprofit profile at a glance

EIN
596152293
IRS 990-EZ coverage
2011–2024
Forms available
Form 990 2023, Form 990-EZ 2024
Location
St Augustine, FL, USA
Phone
9043566023
Rating
84
Verdict
STRONG
Rating confidence
Moderate

Reported finances

Revenue
$175,094
Expenses
$210,610
Assets
$143,236
Liabilities
$2,000

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

Leadership & pay

12 people listed

Executive titles in this filing

  • DAVID UPCHURCH (PAST PRESIDENT)
  • TADZIA ALEXANDER (PRESIDENT)
  • GRANT MITERLY (PRESIDENT ELECT)

People named in this filing

  • MIKE BOWLES (MEMBER)
  • COLLEEN MESSNER (MEMBER)
  • LORNA MACDONALD (MEMBER)

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

The mission is to provide service to others to help promote social welfare to the local community, to promote high ethical standards, and to advance understanding, goodwill and peace through its fellowship of business, professional and community leaders.

What it reported doing in 2024

District & international dues - provide financial support to the rotary foundation to address various global educational and humanitarian needs, including projects to eradicate polio, provide clean water, and support education.

Operating model

Revenue model
Earned-program. 74% of the money available for current operations came from fees and other program revenue.
Distribution model
Direct operator. The filing allocates 82% 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. Expenses are high relative to revenue and assets have declined or grown slowly.

Rating breakdown

  • Financial Efficiency: 98
  • Transparency & Controls: 75
  • Sustainability: 30
  • Growth: 80

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 100%; rating input score 100
  • Program expense ratio: 95.2%; rating input score 95

Transparency & Controls

  • Consistency checks: 91.7%; rating input score 92; 3rd percentile among comparable filings
  • Major donor itemization: Limited

Sustainability

  • Operating margin: -20.3%; rating input score 8; 8th percentile among comparable filings
  • Total-asset coverage ratio: 0.68; rating input score 47; 47th percentile among comparable filings
  • Liabilities to assets ratio: 0.01; rating input score 40; 40th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 63; 63rd percentile among comparable filings

Growth

  • Program expense growth: 4.3% per year; rating input score 100; 45th percentile among comparable filings
  • Revenue growth: 2.2% per year; rating input score 100; 32nd percentile among comparable filings
  • Asset growth: -1% per year; rating input score 0; 24th percentile among comparable filings

Details

  • Where the money goes: 100% of revenue deployed · 95.2% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 3 filed program accomplishments · $200K in reported program spending
  • Leadership: top reported pay $0 · 12 people listed
  • Consistency: 9 of 9 current checks pass
  • Schedules: 2 filed schedules
  • Filing history: 3 filing years from 2011 to 2024
  • Contacts: How to reach this organization
  • Money network: 3 filed money-flow records
  • Related organizations: 4 filed related-organization links
  • 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 — Sustainability: Operating margin scored 8/100.
  • High — Growth: Asset growth scored 0/100.
  • Moderate — Sustainability: Total-asset coverage ratio scored 47/100.
  • Moderate — Sustainability: Liabilities to assets ratio scored 40/100.