Rotary Club of Traverse Bay Sunrise
Nonprofit profile at a glance
- EIN
- 911979545
- IRS 990-EZ coverage
- 2012–2024
- Forms available
- Form 990-EZ 2024
- Location
- Traverse City, MI, USA
- Phone
- 2319293184
- Rating
- 69
- Verdict
- SUPPORTED
- Rating confidence
- Moderate
Reported finances
- Revenue
- $40,955
- Expenses
- $46,038
- Assets
- $11,256
- Liabilities
- $815
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
9 people listed
Executive titles in this filing
- ROBIN SMILLIE (PRESIDENT)
- RICHARD RAETZ (PAST PRESIDENT)
- ELI HANSEN (PRESIDENT ELECT)
People named in this filing
- ROBIN SMILLIE (PRESIDENT)
- RICHARD RAETZ (PAST PRESIDENT)
- ELI HANSEN (PRESIDENT ELECT)
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
To encourage and foster the ideal of service as a basis of worthy enterprises and, in particular, to encourage and foster: the development of acquaintance as an opportunity for service; high ethical standards in business and professions, the recognition of the worthiness of all useful occupations and the dignifying of each rotarian's occupation as an opportunity to service society; the application of the ideal of service in each rotarian's personal, business and community life; and the advancement of international understanding, goodwill, and peace through a world fellowship of business and professional persons united in the ideal of service.
What it reported doing in 2024
Youth programs - to facilitate the high school youth exchange program, send high school students to the life leadership conference
Operating model
- Revenue model
- Membership-supported. 84% of the money available for current operations came from membership dues.
- Distribution model
- Hybrid. The nonprofit split its reported program spending across 54% for direct work, and 46% for grants.
The verdict
SUPPORTED - The filed numbers largely add up and a large share of available resources goes toward mission work. A relatively small share of total spending goes to programs and expenses are high relative to revenue.
Rating breakdown
- Financial Efficiency: 62
- Transparency & Controls: 82
- Sustainability: 28
- Growth: 80
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 65.2%; rating input score 65
- Program expense ratio: 58%; rating input score 58
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
- Major donor itemization: Limited
Sustainability
- Operating margin: -12.4%; rating input score 29; 29th percentile among comparable filings
- Total-asset coverage ratio: 0.24; rating input score 18; 18th percentile among comparable filings
- Liabilities to assets ratio: 0.07; rating input score 19; 19th percentile among comparable filings
- Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings
Growth
- Program expense growth: 2.2% per year; rating input score 100; 55th percentile among comparable filings
- Revenue growth: 0.2% per year; rating input score 100; 53rd percentile among comparable filings
- Asset growth: -3.6% per year; rating input score 0; 27th percentile among comparable filings
Details
- Where the money goes: 65.2% of revenue deployed · 58% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 2 filed program accomplishments · $27K in reported program spending
- Leadership: top reported pay $0 · 9 people listed
- Consistency: 9 of 9 current checks pass
- Schedules: 1 filed schedules
- Filing history: 11 filing years from 2012 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 58/100.
- High — Sustainability: Operating margin scored 29/100.
- High — Sustainability: Total-asset coverage ratio scored 18/100.
- High — Growth: Asset growth scored 0/100.
- High — Sustainability: Liabilities to assets ratio scored 19/100.
- Review — Sustainability: Officer compensation ratio scored 56/100.