West Charlotte Rotary Club

Nonprofit profile at a glance

EIN
561186240
IRS 990-EZ coverage
2012–2014
Forms available
Form 990-EZ 2014
Location
Matthews, NC, USA
Phone
7049985211
Rating
87
Verdict
STRONG
Rating confidence
Moderate
Sector
Community Service Clubs

Reported finances

Revenue
$46,317
Expenses
$41,358
Assets
$26,522
Liabilities
$1,730

Source: IRS Form 990-EZ. Selected filing: tax year 2014. Amounts in USD.

Leadership & pay

3 people listed

Executive titles in this filing

  • CHRIS WANNAMAKER (PRESIDENT)

People named in this filing

  • CHRIS WANNAMAKER (PRESIDENT)
  • GREGORY JOHNS (TREASURER)
  • BRUCE KANTOR (SECRETARY)

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 2014. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

West charlotte rotary club is a civic organization operated for the promotion of social welfare and other charitable purposes.

What it reported doing in 2014

Provision of member benefits and scholarship funds

Operating model

Revenue model
Mixed. Its operating money came from several sources; no one source provided a clear majority.
Distribution model
Multi-channel. The nonprofit split its reported program spending across 49% for direct work, 16% for grants, and 35% for member benefits.

The verdict

STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Total assets are small relative to annual expenses; liquid coverage is unknown and liabilities are high compared with assets.

Rating breakdown

  • Financial Efficiency: 93
  • Transparency & Controls: 82
  • Sustainability: 51
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 89.3%; rating input score 89
  • Program expense ratio: 100%; rating input score 100

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 51st percentile among comparable filings
  • Major donor itemization: Limited

Sustainability

  • Operating margin: 10.7%; rating input score 65; 65th percentile among comparable filings
  • Total-asset coverage ratio: 0.64; rating input score 36; 36th percentile among comparable filings
  • Liabilities to assets ratio: 0.07; rating input score 28; 28th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 57; 57th percentile among comparable filings

Growth

  • Program expense growth: 84.7% per year; rating input score 100; 96th percentile among comparable filings
  • Revenue growth: 15% per year; rating input score 100; 84th percentile among comparable filings
  • Asset growth: 1.8% per year; rating input score 100; 51st percentile among comparable filings

Details

  • Where the money goes: 89.3% of revenue deployed · 100% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment · $41K in reported program spending
  • Leadership: top reported pay $0 · 3 people listed
  • Consistency: 9 of 9 current checks pass
  • Schedules: 1 filed schedules
  • Filing history: 3 filing years from 2012 to 2014
  • 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: Total-asset coverage ratio scored 36/100.
  • High — Sustainability: Liabilities to assets ratio scored 28/100.
  • Review — Sustainability: Officer compensation ratio scored 57/100.