Rotary International Pensacola North

Nonprofit profile at a glance

EIN
596606315
IRS 990-EZ coverage
2011–2016
Forms available
Form 990-EZ 2016
Location
Pensacola, FL, USA
Phone
8502030832
Rating
78
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Community Service Clubs

Reported finances

Revenue
$61,041
Expenses
$57,100
Assets
$8,782
Liabilities
$0

Source: IRS Form 990-EZ. Selected filing: tax year 2016. Amounts in USD.

Leadership & pay

12 people listed

Executive titles in this filing

  • DAVE REED (PRESIDENT)
  • COURTNEY PETERSON (PRESIDENT-ELECT)
  • DAN EANES (VICE PRESIDENT)
  • RICHARD PETERSON (PAST-PRESIDENT)

People named in this filing

  • DAVE REED (PRESIDENT)
  • COURTNEY PETERSON (PRESIDENT-ELECT)
  • DAN EANES (VICE 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 2016. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

The object of rotary is to foster the ideal of service as a basis of worthy enterprise and to encourage and foster: the development of acquaintance as an opportunity for service; high ethical standards in occupation as an opportunity to serve society; the application of the ideal of service of every rotarian to the personal, business and community life; the advancement of international understanding, goodwill and peace through world fellowship of business and professional men and woment united in the ideal of service.

What it reported doing in 2016

Meetings, training and luncheons to foster high ethical standards in business and professions to better serve society.

Operating model

Revenue model
Membership-supported. 70% of the money available for current operations came from membership dues.
Distribution model
Direct operator. The filing allocates 82% 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

SUPPORTED - 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 total assets are small relative to annual expenses; liquid coverage is unknown.

Rating breakdown

  • Financial Efficiency: 82
  • Transparency & Controls: 82
  • Sustainability: 46
  • Growth: 40

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 79.5%; rating input score 80
  • Program expense ratio: 85%; rating input score 85

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 51st percentile among comparable filings
  • Major donor itemization: Limited

Sustainability

  • Operating margin: 6.5%; rating input score 58; 58th percentile among comparable filings
  • Total-asset coverage ratio: 0.15; rating input score 13; 13th percentile among comparable filings
  • Liabilities to assets ratio: 0; rating input score 74; 74th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings

Growth

  • Program expense growth: -13.3% per year; rating input score 0; 26th percentile among comparable filings
  • Revenue growth: 3.4% per year; rating input score 100; 66th percentile among comparable filings
  • Asset growth: -21.5% per year; rating input score 0; 12th percentile among comparable filings

Details

  • Where the money goes: 79.5% of revenue deployed · 85% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment · $49K in reported program spending
  • Leadership: top reported pay $0 · 12 people listed
  • Consistency: 9 of 9 current checks pass
  • Schedules: 2 filed schedules
  • Filing history: 6 filing years from 2011 to 2016
  • 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 — Sustainability: Total-asset coverage ratio scored 13/100.
  • High — Growth: Asset growth scored 0/100.
  • Review — Sustainability: Operating margin scored 58/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.