Diseases & Disorders
(G41)
IRS Verified
DX Registered
990 on File
WINTER HAVEN ROTARY FOUNDATION INC
Financial strength (30%)
62/100
Reliability (20%)
55/100
Effectiveness (25%)
33/100
Impact (25%)
No data yet
CharityAI™ Score
Not yet evaluated
Financial Overview — FY 2026
$96K
Total Revenue
$30K
Total Expenses
$369K
Net Assets
N/A
Employees
Revenue Sources
Program Expense Ratio
0.0%
Fundraising Efficiency
23.3%
Operating Reserve
148.06x
Liability-to-Asset
0.0%
Revenue Diversification
31.7%
Compared with Peers
FY 2026
Compared with 48 similar organizations
(United States, Diseases & Disorders, under $100K in expenses), FY 2026.
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
|
0.0% | 85.9% |
P10P90
|
Bottom quarter |
|
Fundraising efficiency
Fundraising expenses / gross fundraising income
· lower is better
|
23.3% | 23.3% |
P10P90
|
Below median |
|
Operating reserve
Months of expenses covered by net assets
· higher is better
|
148.1 mo | 31.0 mo |
P10P90
|
Top quarter |
|
Liabilities to assets
Total liabilities / total assets
· lower is better
|
0.0% | 0.0% |
P10P90
|
Top quarter |
|
Revenue concentration
Share of revenue from the largest source
· lower is better
|
31.7% | 96.1% |
P10P90
|
Top quarter |
|
Revenue growth
Year over year revenue growth
|
-18.2% | 1.9% |
P10P90
|
|
|
Expense growth
Year over year expense growth
|
-22.5% | -3.9% |
P10P90
|
|
|
Surplus margin
Surplus as a share of revenue
|
68.9% | 12.6% |
P10P90
|
Financial History
| Year | Revenue | Expenses | Net Assets | Program % | Staff |
|---|---|---|---|---|---|
| 2026 | $96K | $30K | $369K | 0.0% | — |
| 2025 | $118K | $39K | $303K | 99.2% | — |
| 2024 | $70K | $34K | $224K | 0.0% | — |
| 2023 | $57K | $28K | $194K | 99.8% | — |
| 2022 | $38K | $42K | N/A | — | 1 |
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