ROTARY INTERNATIONAL The Rotary Club of Dr Phillips

Nonprofit profile at a glance

EIN
273488410
IRS 990-EZ coverage
2022–2024
Forms available
Form 990 2017, Form 990-EZ 2024
Location
Windermere, FL, USA
Phone
7073300758
Rating
36
Verdict
REVIEW
Rating confidence
Moderate

Reported finances

Revenue
$139,331
Expenses
$116,752
Assets
$92,470
Liabilities
$0

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

Leadership & pay

10 people listed

Executive titles in this filing

  • David Winslow (President)
  • Lori Mccord (Vice President)
  • Rich Maladecki (Past President)

People named in this filing

  • David Winslow (President)
  • Lori Mccord (Vice President)
  • Heather Mosier (Secretary)

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

Community projects to create well-being for residents in our neighborhood focusing on education, families, and homelessness.

What it reported doing in 2024

Sadler Elementary School -Created the Mustang Market where the students can procure clean clothes, or wash their own. Club provided 2 washing machines, shelves for new/gently used clothes, and signage.

Operating model

Revenue model
Membership-supported. 84% of the money available for current operations came from membership dues.
Distribution model
Cannot be determined from the filing. The filing does not provide enough consistent spending detail to tell whether the nonprofit works directly or through others.

The verdict

REVIEW - The filed numbers largely add up and revenue comfortably covers expenses. 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: 64
  • Growth: 0

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: 16.2%; rating input score 69; 69th percentile among comparable filings
  • Total-asset coverage ratio: 0.79; rating input score 52; 52nd 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: -74% per year; rating input score 0; 3rd percentile among comparable filings
  • Revenue growth: -6.8% per year; rating input score 0; 7th percentile among comparable filings
  • Asset growth: -6.9% per year; rating input score 0; 14th percentile among comparable filings

Details

  • Where the money goes: 0% of revenue deployed · 0% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 2 filed program accomplishments
  • Leadership: top reported pay $0 · 10 people listed
  • Consistency: 8 of 9 current checks pass · 1 finding to review
  • Schedules: 1 filed schedules
  • Filing history: 3 filing years from 2022 to 2024
  • Contacts: How to reach this organization
  • Money network: 4 filed money-flow records
  • Related organizations: 3 filed related-organization links
  • 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.
  • Moderate — Transparency & Controls: Part III transfer expenses within program total did not reconcile in the filed values.
  • High — Growth: Program expense growth scored 0/100.
  • High — Growth: Revenue growth scored 0/100.
  • High — Growth: Asset growth scored 0/100.
  • Review — Sustainability: Total-asset coverage ratio scored 52/100.