Rotary Club of Sun Lakes AZ

Nonprofit profile at a glance

EIN
860706678
IRS 990-EZ coverage
2013–2024
Forms available
Form 990-EZ 2024
Location
Chandler, AZ, USA
Phone
4808020439
Rating
72
Verdict
SUPPORTED
Rating confidence
Moderate

Official website

Reported finances

Revenue
$81,289
Expenses
$111,147
Assets
$104,770
Liabilities
$20,074

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

Leadership & pay

9 people listed

Executive titles in this filing

  • Peter Meade (President)
  • Ed Anderson (President Elect)
  • Kiamesha Guy (Vice President)

People named in this filing

  • Stan Kaufman (Treasurer)
  • Kristine Schultz (Secretary)
  • Peter Meade (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

Service Club-Education and Charitable

What it reported doing in 2024

Dolly Parton Imagination Library

Operating model

Revenue model
Mixed. Its operating money came from several sources; no one source provided a clear majority.
Distribution model
Grant intermediary. The nonprofit sent 100% of its reported program spending out as grants.

The verdict

SUPPORTED - A large share of available resources goes toward mission work and the filed numbers largely add up. A relatively small share of total spending goes to programs and expenses are high relative to revenue.

Rating breakdown

  • Financial Efficiency: 66
  • Transparency & Controls: 82
  • Sustainability: 29
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 73.5%; rating input score 74
  • Program expense ratio: 53.5%; rating input score 54

Transparency & Controls

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

Sustainability

  • Operating margin: -36.7%; rating input score 16; 16th percentile among comparable filings
  • Total-asset coverage ratio: 0.94; rating input score 45; 45th percentile among comparable filings
  • Liabilities to assets ratio: 0.19; rating input score 14; 14th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings

Growth

  • Program expense growth: 11.7% per year; rating input score 100; 74th percentile among comparable filings
  • Revenue growth: 4.3% per year; rating input score 100; 69th percentile among comparable filings
  • Asset growth: 10% per year; rating input score 100; 72nd percentile among comparable filings

Details

  • Where the money goes: 73.5% of revenue deployed · 53.5% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 4 filed program accomplishments · $59K in reported program spending
  • Leadership: top reported pay $0 · 9 people listed
  • Consistency: 8 of 8 current checks pass
  • Schedules: 2 filed schedules
  • Filing history: 12 filing years from 2013 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.

  • Review — Financial Efficiency: Program expense ratio scored 54/100.
  • High — Sustainability: Operating margin scored 16/100.
  • Moderate — Sustainability: Total-asset coverage ratio scored 45/100.
  • High — Sustainability: Liabilities to assets ratio scored 14/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.