Saco Bay Rotary Foundation

Nonprofit profile at a glance

EIN
562405954
IRS 990-EZ coverage
2012–2017
Forms available
Form 990-EZ 2017
Location
Saco, ME, USA
Rating
85
Verdict
STRONG
Rating confidence
Moderate
Sector
Community Improvement, Capacity Building N.E.C.

Reported finances

Revenue
$29,290
Expenses
$27,297
Assets
$119,884

Source: IRS Form 990-EZ. Selected filing: tax year 2017. Amounts in USD.

Leadership & pay

12 people listed

Executive titles in this filing

  • DAVID LEPAULOUE (PRESIDENT)
  • JASON WEBBER (PRESIDENT-ELECT)
  • JOANNE LANDRY (VICE-PRESIDENT)

People named in this filing

  • DAVID LEPAULOUE (PRESIDENT)
  • JASON WEBBER (PRESIDENT-ELECT)
  • JOANNE LANDRY (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 2017. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Community service

What it reported doing in 2017

The Foundation contributes to Rotary International, Rotary District 7780, and other local organizations and/or individuals. Contributions are designed to promote international, national and local educational or humanitarian goals

Operating model

Revenue model
Other-operating. 67% of the money available for current operations came from other operating revenue.
Distribution model
Grant intermediary. The nonprofit sent 70% of its reported program spending out as grants.

The verdict

STRONG - 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 revenue has declined or grown slowly.

Rating breakdown

  • Financial Efficiency: 96
  • Transparency & Controls: 82
  • Sustainability: 58
  • Growth: 20

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 93.6%; rating input score 94
  • Program expense ratio: 100%; rating input score 100

Transparency & Controls

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

Sustainability

  • Operating margin: 6.8%; rating input score 59; 59th percentile among comparable filings
  • Total-asset coverage ratio: 4.39; rating input score 82; 82nd percentile among comparable filings
  • Liabilities to assets ratio: Limited
  • Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings

Growth

  • Program expense growth: -4.1% per year; rating input score 0; 39th percentile among comparable filings
  • Revenue growth: -1.9% per year; rating input score 0; 47th percentile among comparable filings
  • Asset growth: 7.8% per year; rating input score 100; 66th percentile among comparable filings

Details

  • Where the money goes: 93.6% of revenue deployed · 100% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment · $27K in reported program spending
  • Leadership: top reported pay $0 · 12 people listed
  • Consistency: 7 of 7 current checks pass
  • Schedules: 3 filed schedules
  • Filing history: 6 filing years from 2012 to 2017
  • Contacts: How to reach this organization
  • Money network: Resolved incoming and outgoing counterparties from filed money flows.
  • 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 — Growth: Revenue growth scored 0/100.
  • Review — Sustainability: Operating margin scored 59/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.