Philanthropy & Grantmaking
(T30)
IRS Verified
DX Registered
990 on File
ROTARY CLUB OF LAKEVILLE FOUNDATION
Financial strength (30%)
80/100
Reliability (20%)
50/100
Effectiveness (25%)
73/100
Impact (25%)
No data yet
CharityAI™ Score
Not yet evaluated
Financial Overview — FY 2023
$138K
Total Revenue
$118K
Total Expenses
$195K
Net Assets
N/A
Employees
Revenue Sources
Expense Breakdown
Program Expense Ratio
87.3%
Fundraising Efficiency
31.1%
Operating Reserve
19.91x
Liability-to-Asset
13.4%
Revenue Diversification
4.7%
Compared with Peers
FY 2023
Compared with 26,148 similar organizations
(United States, Philanthropy & Grantmaking, $100K–$1M in expenses), FY 2023.
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
|
87.3% | 90.7% |
P10P90
|
Below median |
|
Fundraising efficiency
Fundraising expenses / gross fundraising income
· lower is better
|
31.1% | 7.3% |
P10P90
|
Below median |
|
Operating reserve
Months of expenses covered by net assets
· higher is better
|
19.9 mo | 106.5 mo |
P10P90
|
Bottom quarter |
|
Liabilities to assets
Total liabilities / total assets
· lower is better
|
13.4% | 0.0% |
P10P90
|
Bottom quarter |
|
Revenue concentration
Share of revenue from the largest source
· lower is better
|
4.7% | 90.6% |
P10P90
|
Top quarter |
|
Revenue growth
Year over year revenue growth
|
-11.6% | 4.1% |
P10P90
|
|
|
Expense growth
Year over year expense growth
|
-1.0% | 2.5% |
P10P90
|
|
|
Surplus margin
Surplus as a share of revenue
|
14.8% | -10.5% |
P10P90
|
Financial History
| Year | Revenue | Expenses | Net Assets | Program % | Staff |
|---|---|---|---|---|---|
| 2023 | $138K | $118K | $195K | 87.3% | — |
| 2022 | $156K | $119K | $175K | 87.8% | 0 |
| 2021 | $40K | $80K | N/A | — | 1 |
| 2020 | $171K | $229K | N/A | — | 1 |
Donor Reviews
Write a ReviewNo reviews yet
Be the first to share your experience with this organization.