Human Services
(P30)
IRS Verified
DX Registered
990 on File
ROTARY CLUB OF MONROE FOUNDATION
Financial strength (30%)
59/100
Reliability (20%)
79/100
Effectiveness (25%)
83/100
Impact (25%)
55/100
60
CharityAI™ Score
out of 100
Mission Statement
Community service club with motto "Service Above Self"
Financial Overview — FY 2025
$96K
Total Revenue
$92K
Total Expenses
$147K
Net Assets
N/A
Employees
Revenue Sources
Expense Breakdown
Program Expense Ratio
99.0%
Fundraising Efficiency
67.7%
Operating Reserve
19.14x
Liability-to-Asset
N/A
Revenue Diversification
55.7%
Compared with Peers
FY 2025
Compared with 6,637 similar organizations
(United States, Human Services, 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
|
99.0% | 84.3% |
P10P90
|
Above median |
|
Fundraising efficiency
Fundraising expenses / gross fundraising income
· lower is better
|
67.7% | 36.7% |
P10P90
|
Below median |
|
Operating reserve
Months of expenses covered by net assets
· higher is better
|
19.1 mo | 14.3 mo |
P10P90
|
Above median |
|
Revenue concentration
Share of revenue from the largest source
· lower is better
|
55.7% | 100.0% |
P10P90
|
Top quarter |
|
Revenue growth
Year over year revenue growth
|
10.5% | -0.6% |
P10P90
|
|
|
Expense growth
Year over year expense growth
|
69.5% | -0.4% |
P10P90
|
|
|
Surplus margin
Surplus as a share of revenue
|
4.3% | 7.7% |
P10P90
|
CharityAI™ Evaluation — 2025
60 / 10046
Financial
59
Reliability
83
Effectiveness
55
Impact
Financial Strength (30%)
46
Reliability & Transparency (20%)
59
Program Effectiveness (25%)
83
Impact & Outcomes (25%)
55
515 served annually
$583 per beneficiary
2 programs
0 staff
IRS Verified 80% Data Complete
Impact
2 programs| Outcome / Program | People Served | Cost / Service | # Completed | Duration |
|---|---|---|---|---|
| scholarships for local high school seniors | 15 | $1,000.00 | — | Per Year |
| many donations to local non-profits including housing assistance, food banks, teen programs, YMCA | 500 | $166.00 | — | Per Year |
Financial History
| Year | Revenue | Expenses | Net Assets | Program % | Staff |
|---|---|---|---|---|---|
| 2025 | $96K | $92K | $147K | 99.0% | — |
| 2024 | $87K | $54K | $143K | 100.0% | — |
| 2023 | $85K | $67K | $110K | 96.8% | — |
| 2022 | $77K | $15K | $93K | 95.2% | — |
| 2021 | $4K | $18K | N/A | — | 1 |
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