The Rotary Club of Sugarloaf Inc
Nonprofit profile at a glance
- EIN
- 581492037
- IRS 990-EZ coverage
- 2020–2025
- Forms available
- Form 990-EZ 2025, Form 990-N 2019
- Location
- Duluth, GA, USA
- Phone
- 7704956200
- Rating
- 54
- Verdict
- MIXED
- Rating confidence
- Moderate
Reported finances
- Revenue
- $112,003
- Expenses
- $103,879
- Assets
- $101,955
- Liabilities
- $1,361
Source: IRS Form 990-EZ. Selected filing: tax year 2025. Amounts in USD.
Leadership & pay
12 people listed
Executive titles in this filing
- TYLER PHILLIPS (PRESIDENT)
- BRANDON ODUM (PRESIDENT-EL)
People named in this filing
- KEN HALLEY (TREASURER)
- TYLER PHILLIPS (PRESIDENT)
- BRANDON ODUM (PRESIDENT-EL)
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 2025. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
Organization is a civic organization that provides monetary support to other charitable organizations with the community.
What it reported doing in 2025
Contribute to a select few charitable organizations in the community as approved by the board.
Operating model
- Revenue model
- Mixed. Its operating money came from several sources; no one source provided a clear majority.
- 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
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: 28
- Transparency & Controls: 82
- Sustainability: 52
- Growth: 100
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 27.1%; rating input score 27
- Program expense ratio: 29.7%; rating input score 30
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
- Major donor itemization: Limited
Sustainability
- Operating margin: 7.3%; rating input score 49; 49th percentile among comparable filings
- Total-asset coverage ratio: 0.98; rating input score 58; 58th percentile among comparable filings
- Liabilities to assets ratio: 0.01; rating input score 35; 35th percentile among comparable filings
- Officer compensation ratio: 0%; rating input score 63; 63rd percentile among comparable filings
Growth
- Program expense growth: 3% per year; rating input score 100; 38th percentile among comparable filings
- Revenue growth: 1.2% per year; rating input score 100; 24th percentile among comparable filings
- Asset growth: 10.4% per year; rating input score 100; 60th percentile among comparable filings
Details
- Where the money goes: 27.1% of revenue deployed · 29.7% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 2 filed program accomplishments · $31K in reported program spending
- Leadership: top reported pay $0 · 12 people listed
- Consistency: 7 of 7 current checks pass
- Schedules: 1 filed schedules
- Filing history: 5 filing years from 2020 to 2025
- 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.
- High — Financial Efficiency: Mission deployment rate scored 27/100.
- Moderate — Financial Efficiency: Program expense ratio scored 30/100.
- Moderate — Sustainability: Operating margin scored 49/100.
- Review — Sustainability: Total-asset coverage ratio scored 58/100.
- Moderate — Sustainability: Liabilities to assets ratio scored 35/100.