The Bartow Rotary Foundation Inc

Nonprofit profile at a glance

EIN
592298197
IRS 990-EZ coverage
2020–2024
Forms available
Form 990-EZ 2024
Location
Bartow, FL, USA
Rating
94
Verdict
STRONG
Rating confidence
Moderate

Reported finances

Revenue
$41,702
Expenses
$39,543
Assets
$294,891

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

Leadership & pay

6 people listed

Executive titles in this filing

  • WILLIAM E COOPER (PRESIDENT/DIRE)
  • WAYNE HARRISON (VICE PRESIDENT)

People named in this filing

  • CLARICE ROTH (TREAS./DIRECTO)
  • STEVE GITHENS (DIRECTOR)
  • WILLIAM E COOPER (PRESIDENT/DIRE)

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 purpose of the bartow rotary foundation, inc. Is to improve the quality of life of the citizens of the area and to promote the ideals of rotary international and the rotary club of bartow, Florida, inc.

What it reported doing in 2024

See attached

Operating model

Revenue model
Donor-supported. 70% of the money available for current operations came from contributions and gifts.
Distribution model
Grant intermediary. The nonprofit sent 100% 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. Revenue has declined or grown slowly and expenses are high relative to revenue.

Rating breakdown

  • Financial Efficiency: 97
  • Transparency & Controls: 100
  • Sustainability: 59
  • Growth: 60

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 95.6%; rating input score 96
  • Program expense ratio: 99.3%; rating input score 99

Transparency & Controls

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

Sustainability

  • Operating margin: 5.2%; rating input score 55; 55th percentile among comparable filings
  • Total-asset coverage ratio: 7.46; rating input score 89; 89th 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: 12.8% per year; rating input score 100; 75th percentile among comparable filings
  • Revenue growth: -0.5% per year; rating input score 0; 49th percentile among comparable filings
  • Asset growth: 0.8% per year; rating input score 100; 42nd percentile among comparable filings

Details

  • Where the money goes: 95.6% of revenue deployed · 99.3% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment · $39K in reported program spending
  • Leadership: top reported pay $0 · 6 people listed
  • Consistency: 7 of 7 current checks pass
  • Schedules: 3 filed schedules
  • Filing history: 5 filing years from 2020 to 2024
  • 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: Revenue growth scored 0/100.
  • Review — Sustainability: Operating margin scored 55/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.