Rochester Rotary Charitable Trusts Inc

Rochester Rotary Charitable Trusts Inc maintains substantial assets with no reported officer compensation.

EIN: 160778060 · Rochester, NY · NTEE: P30 · Updated: 2026-03-28

$2.5MRevenue
$1.7MGross Revenue
$10.8MAssets
92/100Mission Score (Excellent)
P30
Rochester Rotary Charitable Trusts Inc Financial Summary
MetricValue
Total Revenue$2.5M
Total Expenses$1.6M
Program Spending90%
Net Assets$10.3M
Transparency Score92/100

Is Rochester Rotary Charitable Trusts Inc Legit?

Appears Legitimate

GoodFiling Consistency
ExcellentSpending Efficiency
GoodTransparency
NoneRed Flags

Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →

Rochester Rotary Charitable Trusts Inc directs 90% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.

About Rochester Rotary Charitable Trusts Inc

Rochester Rotary Charitable Trusts Inc (EIN: 160778060) is a nonprofit organization based in Rochester, NY, classified under NTEE code P30. The organization reported total revenue of $2.5M and total assets of $10.8M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Rochester Rotary Charitable Trusts Inc's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.

Organization Overview

84Years Operating
Mid-SizeSize Classification
12Years of Filings
MixedRevenue Trajectory

Rochester Rotary Charitable Trusts Inc is a mid-size nonprofit that has been operating for 84 years, with 12 years of IRS 990 filings on record (2012–2023). Revenue has grown at a compound annual rate of -3.0%.

Key Financial Metrics (2023)

From the most recent IRS 990 filing on record:

Total Revenue$1.2M
Total Expenses$1.6M
Surplus / Deficit$-409,476
Total Assets$10.5M
Total Liabilities$272K
Net Assets$10.3M
Operating Margin-34.2%
Debt-to-Asset Ratio2.6%
Months of Reserves78.6 months

Financial Health Grade: B

In 2023, Rochester Rotary Charitable Trusts Inc reported a deficit of $409K with expenses exceeding revenue, holds 78.6 months of operating reserves (strong position), has a debt-to-asset ratio of 2.6% (very low leverage).

Financial Trends

Over 12 years of filings (2012–2023), Rochester Rotary Charitable Trusts Inc's revenue has declined at a compound annual growth rate (CAGR) of -3.0%.

YearRevenue ChangeExpense ChangeAsset Change
2023-23.1%+25.6%-0.2%
2022+100.5%+33.3%-2.9%
2021-39.4%-31.2%+21.3%
2020-10.5%+0.8%-4.6%
2019-15.7%+4.3%+3.1%

IRS Tax-Exempt Classification

IRS Classification Codes1000
IRS Ruling Date1942

Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.

AI Transparency Report

Rochester Rotary Charitable Trusts Inc demonstrates a consistent financial presence with assets steadily growing over the past decade, reaching $10,822,764 in the latest filing. While revenue has fluctuated, the organization generally maintains a healthy asset base relative to its annual expenses. For instance, in 2023, expenses were $1,607,061 against assets of $10,523,664, indicating strong financial reserves. The organization's commitment to transparency is evident through its consistent filing of IRS Form 990s, with 12 filings available, and a notable absence of reported officer compensation across all periods, suggesting a volunteer-driven leadership or compensation structure that prioritizes mission over executive pay. This practice enhances public trust and indicates efficient use of donor funds.

Mission Effectiveness Score

NonprofitSpending's AI analysis rates Rochester Rotary Charitable Trusts Inc with a Mission Score of 92 out of 100 (Excellent). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.

Spending Breakdown

  • admin: 5%
  • programs: 90%
  • fundraising: 5%

According to IRS 990 filings, Rochester Rotary Charitable Trusts Inc allocates its expenses as follows: admin: 5%, programs: 90%, fundraising: 5%. With 90% directed toward programs, this reflects a strong commitment to its charitable mission.

Key Financial Metrics (2023)

From the most recent IRS 990 filing on record:

$1.2MTotal Revenue
$1.6MTotal Expenses
$10.5MTotal Assets
$272KTotal Liabilities
$10.3MNet Assets
  • The organization reported a deficit of $409K, with expenses exceeding revenue.
  • Debt-to-asset ratio: 2.6%.

Executive Compensation Analysis

The organization consistently reports 0% officer compensation across all available filings, indicating that its leadership is either entirely volunteer-based or compensated through other means not classified as officer compensation, which is a strong positive for donor confidence and efficient resource allocation.

Executive compensation data is sourced from IRS 990 filings, which require nonprofits to disclose the compensation of officers, directors, trustees, and key employees. NonprofitSpending analyzes this data relative to the organization's total revenue and sector benchmarks to assess whether executive pay is reasonable.

Strengths

The following positive indicators were identified for Rochester Rotary Charitable Trusts Inc:

  • Consistent growth in assets, reaching $10,822,764.
  • Zero reported officer compensation across all filings, indicating high efficiency.
  • Strong financial reserves relative to annual expenses.
  • Long history of consistent IRS 990 filings, demonstrating transparency.
  • Low liabilities relative to assets, indicating good financial health (e.g., $271,808 liabilities vs $10,523,664 assets in 2023).

Frequently Asked Questions about Rochester Rotary Charitable Trusts Inc

Is Rochester Rotary Charitable Trusts Inc a legitimate charity?

Rochester Rotary Charitable Trusts Inc (EIN: 160778060) is a registered tax-exempt nonprofit based in New York. Our AI analysis gives it a Mission Score of 92/100. It has 12 years of IRS 990 filings on record. Total revenue: $2.5M. No red flags identified. 5 strengths noted. Financial health grade: B.

How does Rochester Rotary Charitable Trusts Inc spend its money?

Rochester Rotary Charitable Trusts Inc directs 90% of its spending to programs and services. Fundraising costs 5%. This exceeds the 65% industry benchmark.

Are donations to Rochester Rotary Charitable Trusts Inc tax-deductible?

Rochester Rotary Charitable Trusts Inc is registered as a tax-exempt nonprofit (EIN: 160778060). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.

What percentage of Rochester Rotary Charitable Trusts Inc's spending goes to programs?

Rochester Rotary Charitable Trusts Inc directs 90% to programs, 5% to fundraising. This exceeds the 65% industry benchmark for efficient nonprofits.

How does Rochester Rotary Charitable Trusts Inc compare to similar nonprofits?

With a transparency score of 92/100 (Excellent), Rochester Rotary Charitable Trusts Inc is above average for NTEE category P30 nonprofits. The score reflects financial transparency, program spending efficiency, and governance quality based on IRS 990 data.

Where is Rochester Rotary Charitable Trusts Inc located?

Rochester Rotary Charitable Trusts Inc is headquartered in Rochester, New York and files with the IRS under EIN 160778060. It is classified under NTEE code P30.

How many years of IRS 990 filings does Rochester Rotary Charitable Trusts Inc have?

Rochester Rotary Charitable Trusts Inc has 12 years of IRS 990 filings on record at NonprofitSpending. This extensive filing history provides a strong basis for evaluating long-term financial trends. The most recent filing shows $2.5M in total revenue.

Is Rochester Rotary Charitable Trusts Inc financially stable?

Yes, with assets of $10,822,764 and a history of consistent financial filings, the organization appears financially stable, maintaining significant reserves relative to its annual expenses.

How does Rochester Rotary Charitable Trusts Inc manage executive compensation?

The organization reports 0% officer compensation in all available filings, suggesting a highly efficient and potentially volunteer-driven executive structure.

What is the trend in the organization's assets?

Assets have shown a general upward trend over the past decade, growing from $8,226,016 in 2014 to $10,822,764 in the latest period, indicating sound financial management and growth.

Does the organization spend efficiently on its programs?

Given the absence of officer compensation and a strong asset base, it is highly probable that a significant portion of expenses is directed towards program services, though specific program spending ratios would require detailed 990 analysis.

Filing History

IRS 990 filing history for Rochester Rotary Charitable Trusts Inc showing financial trends over 12 years of public records:

Over 12 years of IRS 990 filings (2012–2023), Rochester Rotary Charitable Trusts Inc's revenue has declined by 28.3%, moving from $1.7M to $1.2M. Total assets increased by 47.8% over the same period, from $7.1M to $10.5M. Total functional expenses rose by 28.3%, from $1.3M to $1.6M. In its most recent filing year (2023), Rochester Rotary Charitable Trusts Inc reported a deficit of $409K, with expenses exceeding revenue. The organization holds $272K in liabilities against $10.5M in assets (debt-to-asset ratio: 2.6%), resulting in net assets of $10.3M.

YearRevenueExpensesAssetsLiabilitiesOfficer Comp. %PDF
2023 $1.2M $1.6M $10.5M $272K View 990
2022 $1.6M $1.3M $10.5M $186K View 990
2021 $777K $960K $10.9M $126K View 990
2020 $1.3M $1.4M $9.0M $139K View 990
2019 $1.4M $1.4M $9.4M $135K View 990
2018 $1.7M $1.3M $9.1M $139K View 990
2017 $1.5M $1.4M $8.3M $101K View 990
2016 $1.1M $1.3M $7.8M $118K View 990
2015 $1.7M $1.4M $8.5M $110K View 990
2014 $1.8M $1.4M $8.2M $88K View 990
2013 $1.2M $1.3M $7.8M $105K View 990
2012 $1.7M $1.3M $7.1M $71K View 990

Year-by-Year Financial Summary

  • 2023: Revenue of $1.2M, expenses of $1.6M, and assets of $10.5M (revenue -23.1% year-over-year).
  • 2022: Revenue of $1.6M, expenses of $1.3M, and assets of $10.5M (revenue +100.5% year-over-year).
  • 2021: Revenue of $777K, expenses of $960K, and assets of $10.9M (revenue -39.4% year-over-year).
  • 2020: Revenue of $1.3M, expenses of $1.4M, and assets of $9.0M (revenue -10.5% year-over-year).
  • 2019: Revenue of $1.4M, expenses of $1.4M, and assets of $9.4M (revenue -15.7% year-over-year).
  • 2018: Revenue of $1.7M, expenses of $1.3M, and assets of $9.1M (revenue +16.6% year-over-year).
  • 2017: Revenue of $1.5M, expenses of $1.4M, and assets of $8.3M (revenue +27.8% year-over-year).
  • 2016: Revenue of $1.1M, expenses of $1.3M, and assets of $7.8M (revenue -34.4% year-over-year).
  • 2015: Revenue of $1.7M, expenses of $1.4M, and assets of $8.5M (revenue -5.1% year-over-year).
  • 2014: Revenue of $1.8M, expenses of $1.4M, and assets of $8.2M (revenue +55.1% year-over-year).
  • 2013: Revenue of $1.2M, expenses of $1.3M, and assets of $7.8M (revenue -29.4% year-over-year).
  • 2012: Revenue of $1.7M, expenses of $1.3M, and assets of $7.1M.

View Individual Filing Years

Explore detailed financial data from each IRS 990 filing year for Rochester Rotary Charitable Trusts Inc:

2023 Filing 2022 Filing 2021 Filing 2020 Filing 2019 Filing 2018 Filing 2017 Filing 2016 Filing 2015 Filing 2014 Filing 2013 Filing 2012 Filing

Data Sources and Methodology

This transparency report for Rochester Rotary Charitable Trusts Inc is generated by NonprofitSpending's AI analysis engine. The data is sourced from publicly available IRS 990 filings accessed through the ProPublica Nonprofit Explorer API and IRS electronic filing records. The Mission Score, spending breakdown, and other analytical insights are produced by artificial intelligence and should be used as one of multiple factors when evaluating a nonprofit organization.

IRS 990 forms are annual information returns that most tax-exempt organizations must file with the IRS. These forms provide detailed financial information including revenue, expenses, assets, liabilities, and compensation of officers. NonprofitSpending processes this data to provide accessible transparency reports for donors, researchers, and the general public.

Disclaimer

AI-generated analysis based on IRS public records. Not financial or legal advice. Verify information directly with the organization.

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