Rotary International

Nonprofit profile at a glance

EIN
363982034
IRS 990-EZ coverage
2024–2024
Forms available
Form 990-EZ 2024, Form 990-N 2023
Location
Monteagle, TN, USA
Rating
46
Verdict
MIXED
Rating confidence
Moderate

Reported finances

Revenue
$54,518
Expenses
$45,433
Assets
$25,732
Liabilities
$5,118

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

Leadership & pay

8 people listed

Executive titles in this filing

  • Celia Keen (President)
  • Mary Beth Tate (President Elect)
  • Lacy Camp (Past President)
  • John Solomon (Other Past President)
  • Kathy Henslee (President Nominee)

People named in this filing

  • Celia Keen (President)
  • Mary Beth Tate (President Elect)
  • Lacy Camp (Past 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

The primary exempt purpose of the Monteagle-Sewanee Rotary Club is to promote social welfare through community service civic engagement and charitable activities. The Club unites retired business and professional leaders to advance goodwill and peace support local and international humanitarian projects and foster fellowship among members. We also maintain affiliated 501c3 foundation the Monteagle-Sewanee Rotary Foundation Inc. to facilitate virtually all our charitable giving and fund public benefit initiatives.

What it reported doing in 2024

Donation to Rotary International Annual Fund which provides grants and services in the U.S. and around the world.

Operating model

Revenue model
Other-operating. 66% of the money available for current operations came from other operating revenue.
Distribution model
Grant intermediary. The nonprofit sent 100% of its reported program spending out as grants.

The verdict

MIXED - The filed numbers largely add up. A relatively small share of available resources goes toward mission work and a relatively small share of total spending goes to programs.

Rating breakdown

  • Financial Efficiency: 22
  • Transparency & Controls: 82
  • Sustainability: 51
  • Growth: NotEnoughData

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 20.6%; rating input score 21
  • Program expense ratio: 24.7%; rating input score 25

Transparency & Controls

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

Sustainability

  • Operating margin: 16.7%; rating input score 70; 70th percentile among comparable filings
  • Total-asset coverage ratio: 0.57; rating input score 32; 32nd percentile among comparable filings
  • Liabilities to assets ratio: 0.2; 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: Limited
  • Revenue growth: Limited
  • Asset growth: Limited

Details

  • Where the money goes: 20.6% of revenue deployed · 24.7% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 4 filed program accomplishments · $11K in reported program spending
  • Leadership: top reported pay $0 · 8 people listed
  • Consistency: 8 of 8 current checks pass
  • Schedules: 1 filed schedules
  • 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 21/100.
  • High — Financial Efficiency: Program expense ratio scored 25/100.
  • Moderate — Sustainability: Total-asset coverage ratio scored 32/100.
  • High — Sustainability: Liabilities to assets ratio scored 14/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.