ROTARY INTERNATIONAL Rotary Club of Marion NC
Nonprofit profile at a glance
- EIN
- 566052704
- IRS 990-EZ coverage
- 2016–2024
- Forms available
- Form 990 2022, Form 990-EZ 2024
- Location
- Marion, NC, USA
- Phone
- 8288409798
- Rating
- 49
- Verdict
- MIXED
- Rating confidence
- Moderate
Reported finances
- Revenue
- $106,579
- Expenses
- $111,798
- Assets
- $27,674
- Liabilities
- $0
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
11 people listed
Executive titles in this filing
- Steve Bush (President)
- Chip Cross (Immediate Past President)
People named in this filing
- Carlos Lopez (Director)
- Bill Warren (Director)
- Tyler Mace (Director)
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 mission of the Rotary Club of Marion is grounded in the Rotary principle of "Service Above Self." Since its establishment in 1939, the Club has advanced this mission by engaging members in service initiatives and collaborative projects that strengthen both local communities and international humanitarian efforts. Through sustained volunteerism, community partnerships, and annual fundraising activities conducted through the Rotary Club of Marion Foundation, Club members have contributed significantly to the well-being of the City of Marion and McDowell County by supporting projects and programs that provide meaningful community benefit. The Club places particular emphasis on identifying and addressing unmet or underfunded community needs, recognizing that strategic support of smaller-scale initiatives can produce substantial local impact. In addition, the Club remains committed to youth leadership development and international humanitarian initiatives.
What it reported doing in 2024
The Rotary Club of Marion Foundation, a 501(c)(3) organization (TIN: 93-2554006), sponsors all fundraising activities and events conducted in support of the Club's service initiatives. The Rotary Club of Marion provides the volunteer manpower and service delivery that have remained hallmarks of the Club since its founding in 1939. Despite the extraordinary demands created by Hurricane Helene, the Club continued its longstanding commitment to community and international service through initiatives that included: Read Across America Recognition of local high school students for exemplary academic and athletic achievement International wheelchair distribution efforts Rotary Youth Leadership Awards (RYLA) Quarterly Adopt-A-Highway community clean-up projects; meal packing for food distribution in Ukraine, Tournequets for Ukraine.
Operating model
- Revenue model
- Mixed. Its operating money came from several sources; no one source provided a clear majority.
- Distribution model
- Direct operator. The filing allocates 100% 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
MIXED - The filed numbers largely add up and program spending has grown recently. 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: 33
- Growth: 80
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 21.9%; rating input score 22
- Program expense ratio: 20.9%; rating input score 21
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
- Major donor itemization: Limited
Sustainability
- Operating margin: -4.9%; rating input score 22; 22nd percentile among comparable filings
- Total-asset coverage ratio: 0.25; rating input score 22; 22nd percentile among comparable filings
- Liabilities to assets ratio: 0; rating input score 76; 76th percentile among comparable filings
- Officer compensation ratio: 0%; rating input score 63; 63rd percentile among comparable filings
Growth
- Program expense growth: 7.3% per year; rating input score 100; 54th percentile among comparable filings
- Revenue growth: 4.7% per year; rating input score 100; 46th percentile among comparable filings
- Asset growth: -2% per year; rating input score 0; 22nd percentile among comparable filings
Details
- Where the money goes: 21.9% of revenue deployed · 20.9% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 1 filed program accomplishment · $23K in reported program spending
- Leadership: top reported pay $0 · 11 people listed
- Consistency: 9 of 9 current checks pass
- Schedules: 1 filed schedules
- Filing history: 7 filing years from 2016 to 2024
- Contacts: How to reach this organization
- Related organizations: Filed and resolved organization relationships.
- 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 22/100.
- High — Financial Efficiency: Program expense ratio scored 21/100.
- High — Sustainability: Operating margin scored 22/100.
- High — Sustainability: Total-asset coverage ratio scored 22/100.
- High — Growth: Asset growth scored 0/100.