Sugar Land Rotary Foundation Inc

Nonprofit profile at a glance

EIN
760572736
IRS 990 coverage
2022–2024
Forms available
Form 990 2024, Form 990-EZ 2020
Location
Sugar Land, TX, USA
Phone
2812405700
Rating
71
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Community, Neighborhood Development

Reported finances

Revenue
$40,763
Expenses
$15,060
Assets
$622,572
Liabilities
$8,000

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

Leadership & pay

5 people listed

People named in this filing

  • PATRICK BULLARD (DIRECTOR)
  • JACK BRADY (DIRECTOR)
  • JAIR BOBYS (DIRECTOR)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Form 990-ez, part iii, line 31 - all other accomplishments line 31, other programs / services (discribed in schedule o) activity classification: annual support grantee name: pccpa - professional child care provider association grantee address: 723 main street 423 houston, tx 77002 grantee relationship: none property description: cash amount given: activity classification: annual support grantee name: fort bend forward grantee address: 445 commerce green blvd sugar land 77478 grantee relationship: none property description: cash amount given: activity classification: annual support grantee name: big brothers big sisters of fort bend county grantee address: 12300 parc crest drive 160 stafford, tx 77477 grantee relationship: none property description: cash amount given: activity classification: annual support grantee name: project smile grantee address: 838 bel mar street sugar land, tx 77479 grantee relationship: none property description: cash amount given: activity classification: annu

What it reported doing in 2024

Second mile ministry. Providing immediate needs such as food or health care as well as providing long-term goals of self- sufficiency for themselves and their family.

Operating model

Revenue model
Investment-supported. 62% of the money available for current operations came from recurring investment income.
Distribution model
Grant intermediary. The nonprofit sent 100% 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 some filing-based governance responses are negative or unanswered.

Rating breakdown

  • Financial Efficiency: 62
  • Transparency & Controls: 80
  • Accountability: 64
  • Sustainability: 80
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 50.9%; rating input score 51
  • Program expense ratio: 100%; rating input score 100
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 92.3%; rating input score 92; 24th percentile among comparable filings
  • Pay-setting controls: Limited
  • Foreign activity oversight: Limited
  • Grant itemization coverage: 73.3%; rating input score 73; 49th percentile among comparable filings
  • Major donor itemization: Limited
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 64th percentile among comparable filings
  • Governance controls: 1 of 7 controls in place; rating input score 14
    • Conflict-of-interest policy: Fail
    • Whistleblower policy: Fail
    • Document-retention policy: Fail
    • CEO compensation review process: NotApplicable
    • Other executive compensation review process: NotApplicable
    • Form 990 shared with the board: Fail
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Missing
    • Independent financial-statement audit: Fail

Sustainability

  • Operating margin: 63.1%; rating input score 92; 92nd percentile among comparable filings
  • Total-asset coverage ratio: 41.34; rating input score 90; 90th percentile among comparable filings
  • Liabilities to assets ratio: 0.01; rating input score 27; 27th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 60; 60th percentile among comparable filings

Growth

  • Program expense growth: 53.5% per year; rating input score 100; 95th percentile among comparable filings
  • Revenue growth: 3.1% per year; rating input score 100; 72nd percentile among comparable filings
  • Asset growth: 8.4% per year; rating input score 100; 76th percentile among comparable filings

Details

  • Where the money goes: 50.9% of revenue deployed · 100% of spending went to programs
  • Governance: 5 of 5 board members independent · 1 of 7 filing controls reported
  • Programs: 4 filed program accomplishments · $15K in reported program spending
  • Leadership: top reported pay $0 · 5 people listed
  • Consistency: 14 of 15 current checks pass · 1 finding to review
  • Schedules: 4 filed schedules · includes grants
  • Filing history: 3 filing years from 2022 to 2024
  • Contacts: How to reach this organization
  • Money network: 1 filed money-flow record
  • 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 51/100.
  • High — Accountability: Governance controls: 5 of 6 not reported.
  • Review — Transparency & Controls: Domestic grant itemization did not reconcile in the filed values.
  • High — Sustainability: Liabilities to assets ratio scored 27/100.