Public & Societal Benefit
(W01)
990 on File
BARRE ROTARY FOUNDATION
Financial strength (30%)
76/100
Reliability (20%)
45/100
Effectiveness (25%)
31/100
Impact (25%)
No data yet
CharityAI™ Score
Not yet evaluated
Financial Overview — FY 2026
$81K
Total Revenue
$29K
Total Expenses
$109K
Net Assets
N/A
Employees
Revenue Sources
Expense Breakdown
Program Expense Ratio
59.3%
Fundraising Efficiency
32.2%
Operating Reserve
45.19x
Liability-to-Asset
6.5%
Revenue Diversification
26.0%
Compared with Peers
FY 2026
Compared with 60 similar organizations
(United States, Public & Societal Benefit, 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
|
59.3% | 87.4% |
P10P90
|
Below median |
|
Fundraising efficiency
Fundraising expenses / gross fundraising income
· lower is better
|
32.2% | 10.4% |
P10P90
|
Below median |
|
Operating reserve
Months of expenses covered by net assets
· higher is better
|
45.2 mo | 14.5 mo |
P10P90
|
Above median |
|
Liabilities to assets
Total liabilities / total assets
· lower is better
|
6.5% | 0.0% |
P10P90
|
Bottom quarter |
|
Revenue concentration
Share of revenue from the largest source
· lower is better
|
26.0% | 99.1% |
P10P90
|
Top quarter |
|
Revenue growth
Year over year revenue growth
|
45.4% | -6.2% |
P10P90
|
|
|
Expense growth
Year over year expense growth
|
-53.5% | -11.5% |
P10P90
|
|
|
Surplus margin
Surplus as a share of revenue
|
64.6% | 2.0% |
P10P90
|
Financial History
| Year | Revenue | Expenses | Net Assets | Program % | Staff |
|---|---|---|---|---|---|
| 2026 | $81K | $29K | $109K | 59.3% | — |
| 2025 | $56K | $62K | $56K | 38.1% | — |
| 2024 | $68K | $26K | $62K | 274.5% | — |
| 2023 | $23K | $31K | $20K | 103.7% | — |
| 2022 | $39K | $14K | N/A | — | 1 |
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