Rotary Club of Williamsburg Inc David Jolley
Nonprofit profile at a glance
- EIN
- 546053668
- IRS 990-EZ coverage
- 2011–2024
- Forms available
- Form 990-EZ 2024
- Location
- Williamsburg, VA, USA
- Phone
- 8475085379
- Rating
- 81
- Verdict
- STRONG
- Rating confidence
- Moderate
Reported finances
- Revenue
- $26,566
- Expenses
- $32,538
- Assets
- $7,934
- Liabilities
- $6,538
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
10 people listed
Executive titles in this filing
- MICHAEL HARRISON (PRESIDENT)
- JAMES GREENE (PRESIDENT EL)
People named in this filing
- MICHAEL HARRISON (PRESIDENT)
- JAMES GREENE (PRESIDENT EL)
- MICHAEL BRENNAN (PAST PRESIDE)
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 organization's primary function is to provide funding to a related foundation which grants scholarships to students matriculating at Virginia colleges and universities.
What it reported doing in 2024
These contributions support the mission of the rotary international foundation. The mission of the rotary international foundation is to enable rotarians to advance world understanding, goodwill, and peace through the improvement of health, the support of education, and the alleviation of poverty. The rotary club of williamsburg foundation contributions support the mission of rotary international foundation, a not-for-profit corporation, supported solely by voluntary contributions from rotarians and friends of the foundation who share its vision of a better world.
Operating model
- Revenue model
- Membership-supported. 80% of the money available for current operations came from membership dues.
- Distribution model
- Direct operator. The filing allocates 96% 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. Program spending has declined or grown slowly and revenue has declined or grown slowly.
Rating breakdown
- Financial Efficiency: 95
- Transparency & Controls: 82
- Sustainability: 23
- Growth: 0
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 100%; rating input score 100
- Program expense ratio: 86.6%; rating input score 87
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
- Major donor itemization: Limited
Sustainability
- Operating margin: -22.5%; rating input score 22; 22nd percentile among comparable filings
- Total-asset coverage ratio: 0.24; rating input score 18; 18th percentile among comparable filings
- Liabilities to assets ratio: 0.82; rating input score 6; 6th percentile among comparable filings
- Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings
Growth
- Program expense growth: -1.9% per year; rating input score 0; 43rd percentile among comparable filings
- Revenue growth: -11.2% per year; rating input score 0; 22nd percentile among comparable filings
- Asset growth: -6.3% per year; rating input score 0; 22nd percentile among comparable filings
Details
- Where the money goes: 100% of revenue deployed · 86.6% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 3 filed program accomplishments · $28K in reported program spending
- Leadership: top reported pay $0 · 10 people listed
- Consistency: 8 of 8 current checks pass
- Schedules: 1 filed schedules
- Filing history: 14 filing years from 2011 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.
- High — Growth: Program expense growth scored 0/100.
- High — Growth: Revenue growth scored 0/100.
- High — Sustainability: Operating margin scored 22/100.
- High — Sustainability: Total-asset coverage ratio scored 18/100.
- High — Growth: Asset growth scored 0/100.
- High — Sustainability: Liabilities to assets ratio scored 6/100.
- Review — Sustainability: Officer compensation ratio scored 56/100.