Rotary International Jackson Rotary Club

Nonprofit profile at a glance

EIN
640232836
IRS 990-EZ coverage
2009–2024
Forms available
Form 990 2021, Form 990-EZ 2024
Location
Jackson, MS, USA
Rating
36
Verdict
REVIEW
Rating confidence
Moderate

Reported finances

Revenue
$150,995
Expenses
$139,826
Assets
$47,185
Liabilities
$21,696

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

Leadership & pay

16 people listed

Executive titles in this filing

  • Phillip Carpenter (President)
  • Paula Holsaple Howard (Executive Director)
  • Selena Swartafager (Immediate Past President)

People named in this filing

  • Phillip Carpenter (President)
  • Richard E Wilbourn III (Presiden t elect)
  • Lee R Bush (Prsident Nominee)

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 provide humanitarian services and build ethical standards

What it reported doing in 2024

Through our member contributions to Rotary Charities we provide College scholarships to disadvantaged youth. We also directly contributed to charities through out our service area.

Operating model

Revenue model
Membership-supported. 98% of the money available for current operations came from membership dues.
Distribution model
No current program activity. The filing reports no program spending for the current year.

The verdict

REVIEW - 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: 0
  • Transparency & Controls: 82
  • Sustainability: 37
  • Growth: 20

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 0%; rating input score 0
  • Program expense ratio: 0%; rating input score 0

Transparency & Controls

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

Sustainability

  • Operating margin: 7.4%; rating input score 53; 53rd percentile among comparable filings
  • Total-asset coverage ratio: 0.34; rating input score 28; 28th percentile among comparable filings
  • Liabilities to assets ratio: 0.46; rating input score 11; 11th percentile among comparable filings
  • Officer compensation ratio: 6.1%; rating input score 23; 23rd percentile among comparable filings

Growth

  • Program expense growth: -22.9% per year; rating input score 0; 9th percentile among comparable filings
  • Revenue growth: -3.3% per year; rating input score 0; 11th percentile among comparable filings
  • Asset growth: 3.6% per year; rating input score 100; 40th percentile among comparable filings

Details

  • Where the money goes: 0% of revenue deployed · 0% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment
  • Leadership: top reported pay $0 · 16 people listed
  • Consistency: 9 of 9 current checks pass
  • Schedules: 1 filed schedules
  • Filing history: 4 filing years from 2009 to 2024
  • Contacts: How to reach this organization
  • Money network: 2 filed money-flow records
  • Related organizations: 1 filed related-organization link
  • 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 0/100.
  • High — Financial Efficiency: Program expense ratio scored 0/100.
  • High — Growth: Program expense growth scored 0/100.
  • High — Growth: Revenue growth scored 0/100.
  • Review — Sustainability: Operating margin scored 53/100.
  • High — Sustainability: Total-asset coverage ratio scored 28/100.
  • High — Sustainability: Liabilities to assets ratio scored 11/100.
  • High — Sustainability: Officer compensation ratio scored 23/100.