South Portland - Cape Elizabeth Rotary Charitable Fund
Nonprofit profile at a glance
- EIN
- 016141464
- IRS 990-EZ coverage
- 2020–2024
- Forms available
- Form 990 2022, Form 990-EZ 2024, Form 990-N 2007
- Location
- South Portland, ME, USA
- Phone
- 2072322689
- Rating
- 53
- Verdict
- MIXED
- Rating confidence
- Moderate
- Sector
- Community Service Clubs
Reported finances
- Revenue
- $126,595
- Expenses
- $105,013
- Assets
- $168,358
- Liabilities
- $8,128
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
10 people listed
Executive titles in this filing
- NANCY IRVING (PRESIDENT)
- PETER BENNETT (PRESIDENT-ELECT)
- CHARLES REDMAN (VICE-PRESIDENT)
People named in this filing
- NANCY IRVING (PRESIDENT)
- PETER BENNETT (PRESIDENT-ELECT)
- CHARLES REDMAN (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 2024. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
Community, vocational and international service
What it reported doing in 2024
Springfest community celebration - the rotary club held a gnome-themed festival at mill creek park and redbank community center that was free to the public with games, crafts, musical entertainment and refreshments.
Operating model
- Revenue model
- Mixed. Its operating money came from several sources; no one source provided a clear majority.
- 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
MIXED - The filed numbers largely add up and program spending has grown recently. 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: 17
- Transparency & Controls: 93
- Sustainability: 66
- Growth: 80
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 15.5%; rating input score 16
- Program expense ratio: 18.7%; rating input score 19
Transparency & Controls
- Consistency checks: 92.3%; rating input score 92; 3rd percentile among comparable filings
- Major donor itemization: Yes; rating input score 100
Sustainability
- Operating margin: 17%; rating input score 70; 70th percentile among comparable filings
- Total-asset coverage ratio: 1.6; rating input score 74; 74th percentile among comparable filings
- Liabilities to assets ratio: 0.05; rating input score 30; 30th percentile among comparable filings
- Officer compensation ratio: 0%; rating input score 63; 63rd percentile among comparable filings
Growth
- Program expense growth: 37.5% per year; rating input score 100; 88th percentile among comparable filings
- Revenue growth: 6.8% per year; rating input score 100; 56th percentile among comparable filings
- Asset growth: -4.4% per year; rating input score 0; 17th percentile among comparable filings
Details
- Where the money goes: 15.5% of revenue deployed · 18.7% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 4 filed program accomplishments · $20K in reported program spending
- Leadership: top reported pay $0 · 10 people listed
- Consistency: 8 of 9 current checks pass · 1 finding to review
- Schedules: 4 filed schedules
- Filing history: 3 filing years from 2020 to 2024
- Contacts: How to reach this organization
- Money network: 2 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 16/100.
- High — Financial Efficiency: Program expense ratio scored 19/100.
- Moderate — Transparency & Controls: Part III transfer expenses within program total did not reconcile in the filed values.
- High — Growth: Asset growth scored 0/100.
- Moderate — Sustainability: Liabilities to assets ratio scored 30/100.