Community Improvement
(S80Z)
IRS Verified
DX Registered
990 on File
PETOSKEY ROTARY CLUB CHARITIES
Financial strength (30%)
77/100
Reliability (20%)
55/100
Effectiveness (25%)
53/100
Impact (25%)
No data yet
CharityAI™ Score
Not yet evaluated
Financial Overview — FY 2025
$15K
Total Revenue
$15K
Total Expenses
$91K
Net Assets
N/A
Employees
Revenue Sources
Expense Breakdown
Program Expense Ratio
75.0%
Fundraising Efficiency
86.6%
Operating Reserve
70.99x
Liability-to-Asset
N/A
Revenue Diversification
70.0%
Compared with Peers
FY 2025
Compared with 2,326 similar organizations
(United States, Community Improvement, under $100K in expenses), FY 2025.
This organization
Middle half of peers (P25–P75)
Peer median
| Ratio | This org | Peer median | Position (P10 → P90) | |
|---|---|---|---|---|
|
Program expense ratio
Program expenses / total expenses
· higher is better
|
75.0% | 83.4% |
P10P90
|
Below median |
|
Fundraising efficiency
Fundraising expenses / gross fundraising income
· lower is better
|
86.6% | 42.1% |
P10P90
|
Bottom quarter |
|
Operating reserve
Months of expenses covered by net assets
· higher is better
|
71.0 mo | 21.9 mo |
P10P90
|
Above median |
|
Revenue concentration
Share of revenue from the largest source
· lower is better
|
70.0% | 96.0% |
P10P90
|
Above median |
|
Revenue growth
Year over year revenue growth
|
-9.1% | -0.2% |
P10P90
|
|
|
Expense growth
Year over year expense growth
|
-82.1% | -1.2% |
P10P90
|
|
|
Surplus margin
Surplus as a share of revenue
|
-1.3% | 11.0% |
P10P90
|
Financial History
| Year | Revenue | Expenses | Net Assets | Program % | Staff |
|---|---|---|---|---|---|
| 2025 | $15K | $15K | $91K | 75.0% | — |
| 2024 | $17K | $86K | $91K | 95.0% | — |
| 2023 | $27K | $13K | $101K | 68.5% | — |
| 2022 | $23K | $14K | N/A | — | 1 |
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