Rotary Club of Yorktown
Nonprofit profile at a glance
- EIN
- 541259793
- IRS 990-EZ coverage
- 2009–2024
- Forms available
- Form 990 2015, Form 990-EZ 2024
- Location
- Yorktown, VA, USA
- Phone
- 7578178659
- Rating
- 46
- Verdict
- MIXED
- Rating confidence
- Moderate
Reported finances
- Revenue
- $59,784
- Expenses
- $50,260
- Assets
- $131,535
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
7 people listed
Executive titles in this filing
- Marc Morin (President)
- Scott Chandler (Vice President)
People named in this filing
- Rob Heavner (Director)
- Marc Morin (President)
- Jack Staton (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
To further to objectives of Rotary International through local club membership and to further the ideal of service as a basis of worthy enterprise, In particular, to encourage and foster (a) the development of acquaintance as an opportunity for service; (b) 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 serve society; (c) the application of the ideal of service in each Rotarian's personal, business, and community life, and (d) the advancement of international goodwill, understanding, and peace through a world fellowship of business and professional persons united in the ideal of service.
What it reported doing in 2024
Provided funds to the Yorktown Rotary Foundation to support its scholarships and other community activities.
Operating model
- Revenue model
- Donor-supported. 64% of the money available for current operations came from contributions and gifts.
- Distribution model
- Transfer-based 990-EZ. The 990-EZ reports grants or member benefits, but it does not separate enough spending to show the nonprofit’s full delivery mix.
The verdict
MIXED - The filed numbers largely add up and revenue comfortably covers expenses. A relatively small share of available resources goes toward mission work and program spending has declined or grown slowly.
Rating breakdown
- Financial Efficiency: 18
- Transparency & Controls: 82
- Sustainability: 60
- Growth: 20
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 29.2%; rating input score 29
- Program expense ratio: Limited
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
- Major donor itemization: Limited
Sustainability
- Operating margin: 15.9%; rating input score 69; 69th percentile among comparable filings
- Total-asset coverage ratio: 2.62; rating input score 71; 71st percentile among comparable filings
- Liabilities to assets ratio: Limited
- Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings
Growth
- Program expense growth: -2.7% per year; rating input score 0; 41st percentile among comparable filings
- Revenue growth: -0% per year; rating input score 0; 51st percentile among comparable filings
- Asset growth: 8.1% per year; rating input score 100; 68th percentile among comparable filings
Details
- Where the money goes: 29.2% of revenue deployed
- Governance: Filed governance answers
- Accomplishments: 1 filed program accomplishment
- Leadership: top reported pay $0 · 7 people listed
- Consistency: 6 of 6 current checks pass
- Schedules: 1 filed schedules
- Filing history: 13 filing years from 2009 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 — Financial Efficiency: Mission deployment rate scored 29/100.
- High — Growth: Program expense growth scored 0/100.
- High — Growth: Revenue growth scored 0/100.
- Review — Sustainability: Officer compensation ratio scored 56/100.