South Everett Mukilteo Rotary Club

Nonprofit profile at a glance

EIN
911498747
IRS 990-EZ coverage
2018–2024
Forms available
Form 990-EZ 2024
Location
Everett, WA, USA
Phone
4252571660
Rating
84
Verdict
STRONG
Rating confidence
Moderate

Official website

Reported finances

Revenue
$47,444
Expenses
$51,242
Assets
$20,095
Liabilities
$2,236

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

Leadership & pay

11 people listed

Executive titles in this filing

  • SANDY WILLIS (PRESIDENT)
  • CARRIE RADCLIFF (PRESIDENT ELECT)
  • JOE MARINE (PAST PRESIDENT)
  • SHANNON MCCARTY (PRESIDENT-NOMINEE)

People named in this filing

  • SANDY WILLIS (PRESIDENT)
  • CARRIE RADCLIFF (PRESIDENT ELECT)
  • JOE MARINE (PAST 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 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

The objective of rotary is to encourage and foster the ideal of service as a basis of worthy high ethical standards in business and professions, the recognition of worthiness of all useful occupations, and the dignifying of each rotarian's occupation as an opportunity to serve society; the application of the ideal of service in each rotarian's personal, business and community life; the advancement of international understanding, goodwill, and peace through a world fellowship of business and professional persons united in the ideal of service.

What it reported doing in 2024

Charitable and education program services are provided by the south everett mukilteo rotary foundation. The club members provide the organization and management of the foundation programs.

Operating model

Revenue model
Other-operating. 72% of the money available for current operations came from other operating revenue.
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

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 total assets are small relative to annual expenses; liquid coverage is unknown.

Rating breakdown

  • Financial Efficiency: 91
  • Transparency & Controls: 82
  • Sustainability: 31
  • Growth: 80

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 94.1%; rating input score 94
  • Program expense ratio: 87.1%; rating input score 87

Transparency & Controls

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

Sustainability

  • Operating margin: -8%; rating input score 33; 33rd percentile among comparable filings
  • Total-asset coverage ratio: 0.39; rating input score 25; 25th percentile among comparable filings
  • Liabilities to assets ratio: 0.11; rating input score 17; 17th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings

Growth

  • Program expense growth: 2.6% per year; rating input score 100; 56th percentile among comparable filings
  • Revenue growth: 0.8% per year; rating input score 100; 55th percentile among comparable filings
  • Asset growth: -10.6% per year; rating input score 0; 16th percentile among comparable filings

Details

  • Where the money goes: 94.1% of revenue deployed · 87.1% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment · $45K in reported program spending
  • Leadership: top reported pay $0 · 11 people listed
  • Consistency: 8 of 8 current checks pass
  • Schedules: 1 filed schedules
  • Filing history: 7 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.

  • Moderate — Sustainability: Operating margin scored 33/100.
  • High — Sustainability: Total-asset coverage ratio scored 25/100.
  • High — Growth: Asset growth scored 0/100.
  • High — Sustainability: Liabilities to assets ratio scored 17/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.