Rotary International Sumter-gamecock City

Nonprofit profile at a glance

EIN
576021637
IRS 990-EZ coverage
2013–2024
Forms available
Form 990 2023, Form 990-EZ 2024
Location
Sumter, SC, USA
Phone
8034697300
Rating
84
Verdict
STRONG
Rating confidence
Moderate

Official website

Reported finances

Revenue
$57,719
Expenses
$53,783
Assets
$69,174
Liabilities
$6,531

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

Leadership & pay

11 people listed

Executive titles in this filing

  • CHRIS HARDY (PRESIDENT)
  • STEPHEN WILLIAMSON (PRESIDENT-EL)

People named in this filing

  • CHRIS HARDY (PRESIDENT)
  • SHELLY LUNDBERG (TREASURER)
  • STEPHEN WILLIAMSON (PRESIDENT-EL)

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

Rotary is a worldwide organizationof business and professional leaders that provides humanitarian service, encourages high ethical standards in all vocations, and helps build goodwill and peace in the world.

Operating model

Revenue model
Mixed. Its operating money came from several sources; no one source provided a clear majority.
Distribution model
Hybrid. The nonprofit split its reported program spending across 49% for direct work, and 51% for grants.

The verdict

STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Expenses are high relative to revenue and assets have declined or grown slowly.

Rating breakdown

  • Financial Efficiency: 95
  • Transparency & Controls: 75
  • Sustainability: 51
  • Growth: 80

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 92.4%; rating input score 92
  • Program expense ratio: 99%; rating input score 99

Transparency & Controls

  • Consistency checks: 91.7%; rating input score 92; 3rd percentile among comparable filings
  • Major donor itemization: Limited

Sustainability

  • Operating margin: 6.8%; rating input score 57; 57th percentile among comparable filings
  • Total-asset coverage ratio: 1.29; rating input score 53; 53rd percentile among comparable filings
  • Liabilities to assets ratio: 0.09; rating input score 18; 18th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings

Growth

  • Program expense growth: 16.1% per year; rating input score 100; 79th percentile among comparable filings
  • Revenue growth: 1.1% per year; rating input score 100; 56th percentile among comparable filings
  • Asset growth: -3.6% per year; rating input score 0; 27th percentile among comparable filings

Details

  • Where the money goes: 92.4% of revenue deployed · 99% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment · $53K in reported program spending
  • Leadership: top reported pay $0 · 11 people listed
  • Consistency: 8 of 8 current checks pass
  • Schedules: 2 filed schedules
  • Filing history: 10 filing years from 2013 to 2024
  • Contacts: How to reach this organization
  • Money network: 1 filed money-flow record
  • 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.

  • Review — Sustainability: Operating margin scored 57/100.
  • High — Growth: Asset growth scored 0/100.
  • Review — Sustainability: Total-asset coverage ratio scored 53/100.
  • High — Sustainability: Liabilities to assets ratio scored 18/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.