Philanthropy & Grantmaking
(T20)
990 on File
ROTARY FOUNDATION OF SHEPHERDSTOWN
Financial strength (30%)
56/100
Reliability (20%)
55/100
Effectiveness (25%)
61/100
Impact (25%)
No data yet
CharityAI™ Score
Not yet evaluated
Financial Overview — FY 2023
$59K
Total Revenue
$50K
Total Expenses
$57K
Net Assets
N/A
Employees
Revenue Sources
Expense Breakdown
Program Expense Ratio
100.0%
Fundraising Efficiency
51.6%
Operating Reserve
13.52x
Liability-to-Asset
N/A
Revenue Diversification
43.6%
Compared with Peers
FY 2023
Compared with 34,329 similar organizations
(United States, Philanthropy & Grantmaking, under $100K 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
|
100.0% | 86.7% |
P10P90
|
Top quarter |
|
Fundraising efficiency
Fundraising expenses / gross fundraising income
· lower is better
|
51.6% | 42.3% |
P10P90
|
Below median |
|
Operating reserve
Months of expenses covered by net assets
· higher is better
|
13.5 mo | 137.0 mo |
P10P90
|
Bottom quarter |
|
Revenue concentration
Share of revenue from the largest source
· lower is better
|
43.6% | 95.5% |
P10P90
|
Top quarter |
|
Revenue growth
Year over year revenue growth
|
71.0% | -0.2% |
P10P90
|
|
|
Expense growth
Year over year expense growth
|
179.7% | -4.3% |
P10P90
|
|
|
Surplus margin
Surplus as a share of revenue
|
14.4% | -0.6% |
P10P90
|
Financial History
| Year | Revenue | Expenses | Net Assets | Program % | Staff |
|---|---|---|---|---|---|
| 2023 | $59K | $50K | $57K | 100.0% | — |
| 2022 | $34K | $18K | $48K | 100.0% | — |
| 2021 | $33K | $29K | N/A | — | 1 |
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