Shades Valley Rotary Charitable Foundation

Nonprofit profile at a glance

EIN
474895187
IRS 990-EZ coverage
2018–2024
Forms available
Form 990-EZ 2024, Form 990-N 2017
Location
Birmingham, AL, USA
Phone
2055296515
Rating
78
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Public Foundations

Reported finances

Revenue
$94,482
Expenses
$49,279
Assets
$424,834
Liabilities
$0

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

Leadership & pay

10 people listed

People named in this filing

  • Richard Sanders (Trustee)
  • Frank O'Neil (Trustee)
  • Michael Evans (Trustee)

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 primary puposes of Shades Valley Rotary Charitable Foundation are exclusively charitable, religious, educational, and scientific and include distributions to organizations that qualify as exempt under section 501(c)3 of the Internal Revenue Code.

What it reported doing in 2024

The Organization made scholarship grants to trade schools, community colleges, and Boy Scouts of America (BSA) High Adventure Camp to individuals selected from interviews with those potential students and recommendations of leadership of those organizations

Operating model

Revenue model
Donor-supported. 95% of the money available for current operations came from contributions and gifts.
Distribution model
Grant intermediary. The nonprofit sent 91% of its reported program spending out as grants.

The verdict

SUPPORTED - A large share of total spending goes to programs and the filed numbers largely add up. A relatively small share of available resources goes toward mission work and reported officer compensation is a large share of total spending, which may reflect staffing concentration.

Rating breakdown

  • Financial Efficiency: 72
  • Transparency & Controls: 82
  • Sustainability: 84
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 54.6%; rating input score 55
  • Program expense ratio: 100%; rating input score 100

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
  • Major donor itemization: Limited

Sustainability

  • Operating margin: 47.8%; rating input score 90; 90th percentile among comparable filings
  • Total-asset coverage ratio: 8.62; rating input score 91; 91st percentile among comparable filings
  • Liabilities to assets ratio: 0; rating input score 68; 68th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings

Growth

  • Program expense growth: 3.4% per year; rating input score 100; 58th percentile among comparable filings
  • Revenue growth: 7.3% per year; rating input score 100; 77th percentile among comparable filings
  • Asset growth: 18.5% per year; rating input score 100; 85th percentile among comparable filings

Details

  • Where the money goes: 54.6% of revenue deployed · 100% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 2 filed program accomplishments · $49K in reported program spending
  • Leadership: top reported pay $0 · 10 people listed
  • Consistency: 9 of 9 current checks pass
  • Schedules: 2 filed schedules
  • Filing history: 6 filing years from 2018 to 2024
  • 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.

  • Review — Financial Efficiency: Mission deployment rate scored 55/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.