WASHINGTON DC | IRS ruling year: 1937 | EIN: 52-6040639
An EIN is a unique nine-digit number that identifies a business for tax purposes.
An EIN is a unique nine-digit number that identifies a business for tax purposes.
Organization Mission
To engage in works of charity of every description and to collect, hold and administer funds to carry on charitable activities.
Through charitable giving, the Found ... (More)
Rating Information
Great
This charity's score is 97%, earning it a Four-Star rating. If this organization aligns with your passions and values, you can give with confidence.
Charity Navigator's ratings previously did not consider Leadership & Adaptability, Culture & Community, or Impact & Measurement. The historic rating mainly reflects a version of today’s Accountability and Finance score. More information on our previous rating methodologies can be found on our rating methodology page.
Rating histories are available for a growing number of rated organizations. Check back later to see if this organization has a rating history!
This beacon provides an assessment of a charity's financial health (financial efficiency, sustainability, and trustworthiness) and its commitment to governance practices and policies.
Majority Independent Board Members - 100% independent members
10 out of 10 points
Industry professionals strongly recommend an independent governing body to allow for full deliberation and diversity of thinking on governance and other organizational matters. We check to see that a majority of board members are identified as independent on their tax form.
Source: IRS Form 990
Independent Board Size - 14 independent members
10 out of 10 points
Industry professionals strongly recommend an independent governing body to allow for full deliberation and diversity of thinking on governance and other organizational matters. For most organizations, we check to see if the organization has at least three independent board members. For large, donor-funded organizations, we check to see if the organization has at least five independent board members
Source: IRS Form 990
Material Diversion of Assets - None
10 out of 10 points
A diversion of assets — any unauthorized conversion or use of the organization's assets other than for the organization's authorized purposes, including but not limited to embezzlement or theft — also can seriously call into question a charity's financial integrity. We review the charity's most recent IRS Form 990 to see if the charity has reported any diversion of assets.
Source: IRS Form 990
Tax Form Disclosures and Policies
Full Credit
Partial Credit
No Credit
Website Listed on Tax Form - Listed
3 out of 3 points
Charity Navigator looks for a website on the IRS Form 990 as an accountability and transparency metric.
Nonprofits act in the public trust and reporting publicly on activities is an important component.
Source: IRS Form 990
Conflict of Interest Policy - Listed
7 out of 7 points
Charity Navigator looks for the existence of a conflict of interest policy on the IRS Form 990 as an accountability and transparency measure.
This policy protects the organization and by extension those it serves, when it is considering entering into a transaction that may benefit the private interest of an officer, director and/or key employee of the organization.
Source: IRS Form 990
Whistleblower Policy - Listed
7 out of 7 points
Charity Navigator looks for the existence of a whistleblower policy per the IRS Form 990 as an accountability and transparency measure.
This policy outlines procedures for handling employee complaints, as well as a confidential way for employees to report financial or other types of mismanagement.
Source: IRS Form 990
Document Retention and Destruction - Listed
7 out of 7 points
Charity Navigator looks for the existence of a document retention and destruction policy per the IRS Form 990 as an accountability and transparency measure.
This policy establishes guidelines for the handling, backing up, archiving and destruction of documents. These guidelines foster good record keeping procedures that promote data integrity.
Source: IRS Form 990
Documents Board Meeting Minutes - Yes
3 out of 3 points
Charity Navigator looks to confirm on the IRS Form 990 that the organization has this process in place as an accountability and transparency measure.
An official record of the events that take place during a board meeting ensures that a contemporaneous document exists for future reference.
Source: IRS Form 990
Website Disclosures
Full Credit
Partial Credit
No Credit
Tax Form Posted on Nonprofit's Website as stated on Form 990 - Missing
0 out of 3 points
For almost all charities, we check the charity's IRS Form 990 to see if it discloses that the Form 990 is available on the charity's website. As with the audited financial statement, donors need easy access to this financial report to help determine if the organization is managing its financial resources well.
Source: IRS Form 990
Financial Metrics
Full Credit
Partial Credit
No Credit
Liabilities to Assets: Ratio - 0.18%
15 out of 15 points
The Liabilities to Assets Ratio is determined by Total Liabilities divided by Total Assets (most recent IRS Form 990). This ratio is an indicator of an organization's solvency and/or long-term sustainability.
Source: IRS Form 990
Program Expense: Ratio - 81.48%
25 out of 25 points
The Program Expense Ratio is determined by Program Expenses divided by Total Expense (average of most recent three IRS Forms 990). This measure reflects the percent of its total expenses a charity spends on the programs and services it exists to deliver.
Source: IRS Form 990
Additional Information
Total Revenue and Expenses - Data Available
This chart displays the trend of revenue and expenses over the past several years for this organization, as reported on their IRS Form 990.
Click or hover over the bar to see exact $ amount
Salary of Key Persons - Data Available
Presented here are up to five of this organization's highest compensated employees. This compensation data includes salary, cash bonuses, and expense accounts and is displayed exactly how it is reported to the IRS. The amounts do not include nontaxable benefits, deferred compensation, or other amounts not reported on Form W-2. In some cases, these amounts may include compensation from related organizations. Read the IRS policies for compensation reporting
Cynthia Schultz, Director
$0
Octavian Ionici, Director
$0
Marilyn Nevy Cruz, Director
$0
Lisa Cohen, Director
$0
Bob Mann, Director
$0
Source: IRS Form 990 (page 7), filing year 2023
IRS Published Data (Business Master File) - Data Available
Organization which receives a substantial part of its support from a governmental unit or the general public 170(b)(1)(A)(vi) (BMF foundation code: 15)
Affiliation:
Independent - the organization is an independent organization or an independent auxiliary (i.e., not affiliated with a National, Regional, or Geographic grouping of organizations). (BMF affiliation code: 3)
Data Sources (IRS Forms 990) - Data Available
The Form 990 is a document that nonprofit organizations file with the IRS annually. We leverage accountability and finance data from it to form Encompass ratings. Click here to search for this organization's Forms 990 on the IRS website (if any are available). Simply enter the organization's name (Rotary Foundation of Washington Dc) or EIN (526040639) in the 'Search Term' field.
Impact & Measurement
Not Currently Scored
Rotary Foundation of Washington Dc cannot currently be evaluated by our Impact & Measurement methodology because either (A) it is eligible, but we have not yet received data; (B) we have not yet developed an algorithm to estimate its programmatic impact; (C) its programs are not direct services; or (D) it is not heavily reliant on contributions from individual donors.
Note: The absence of a score does not indicate a positive or negative assessment, it only indicates that we have not yet evaluated the organization.
Rotary Foundation of Washington Dc cannot currently be evaluated by our Culture & Community methodology because we have not received data from the charity regarding its Constituent Feedback or Equity Practices strategies.
Note: The absence of a score does not indicate a positive or negative assessment, it only indicates that we have not yet evaluated the organization.
This beacon provides an assessment of the organization's leadership capacity, strategic thinking and planning, and ability to innovate or respond to changes in constituent demand/need or other relevant social and economic conditions to achieve the organization's mission.
The nonprofit organization presents evidence of strategic thinking through articulating the organization's mission.
To engage in works of charity of every description and to collect, hold and administer funds to carry on charitable activities.
Through charitable giving, the Foundation supports our members and partners in their hands-on service, in our community and around the world, as we work together at a grass-roots level to create economic opportunity, advance justice and equity, foster education and literacy, and improve health and the environment.
Vision Statement
10 out of 10 points
The nonprofit organization presents evidence of strategic thinking through articulating the organization's vision.
Through service, we promote peace and the well-being of people and communities within the Washington metropolitan area and across the globe.
Strategic Goals
20 out of 20 points
The nonprofit organization presents evidence of strategic thinking and goal setting through sharing their most important strategic goals.
Goal One: Community-Building Measurable Impact: We collaborate and partner with Community leaders by providing grants and other supportive resources that have lasting local and selected global impact.
Goal Two: Asset Growth & Sustainability: With a long-term, sustainability focus, we grow the our Foundation assets to respond to the ever-evolving scope of local and selected global needs and opportunities.
Goal Three: Strategic Communications: We will powerfully communicate the measurable impact of our Foundation’s grants and the resulting opportunities to position communities to thrive into the future.
Leadership
30 out of 30 points
Full Credit
Partial Credit
No Credit
Investment in Leadership Development
15 out of 15 points
The nonprofit provides evidence of investment in leadership development.
The Foundation conducts board retreats for its members and annual leadership orientation for leaders at all levels of the organization. For example, 60+ leaders from across the Washington, DC Metro area and Maryland are trained together each year for their upcoming term. Each year, the Foundation supports its members’ attendance at the international Rotary convention where they participate in specific leadership development seminars and sessions. Further, the Foundation actively supports Rotary DEI efforts, and sponsors, supports, and engages in the following leadership programs: Rotaract and Interact, college students and high-school students, respectively, plan, engage, and lead local Rotary volunteer service, and Rotary Youth Leadership Awards (RYLA, leadership training program for high-school youth; Young Professionals Membership Program: development of young adult members; and Rotary Leadership Institute (RLI): preparing members who are “potential” leaders.
External Focus on Mobilizing Mission
15 out of 15 points
The nonprofit provides evidence of leadership through focusing externally and mobilizing resources for the mission.
Strategic Partnerships
Collaborative Engagement
Social Promotion
Civic Engagement
Adaptability
30 out of 30 points
Full Credit
Partial Credit
No Credit
Adaptability Statement
30 out of 30 points
The nonprofit has an opportunity to tell the story of how the organization adapted to tremendous external changes in the last year.
The Rotary Foundation of Washington, DC exhibited flexibility and adaptability during the COVID-19 crisis in administering our Community Service (CSG) Grantmaking application process by enabling grant applicants to revise their applications prior to the April 2020 Committee review of applications, to describe how operations and community needs had changed as well as how their programs may have changed to adapt to the crisis. Specifically, prospective grantees were invited to submit a one-page addendum to their already-submitted grant applications, addressing any immediate needs due to the COVID-19 pandemic. These addendums were uploaded to a secure, online data management portal before the first Committee review and deliberation meeting. All but eight of the 84 applicant-organizations submitted COVID-19 related addendums.
Further, due to the COVID-19 pandemic, the application review Committee prudently shifted plans from traditional in-person meeting to meeting virtually via zoom. Meeting over three consecutive Saturdays from mid-April to early May of 2020, The Rotary Foundation of Washington, DC was able to maintain the critically important timing of awarding grants such that successful grantees administering summer programs would receive funds to timely fund those activities.
The Rotary Foundation of Washington, DC established a Disaster Relief program to quickly and effectively respond to the growing number of widespread and often unpredictable disasters throughout the world, including local disasters in the greater Washington DC metropolitan area. The Disaster Relief program enables quick and highly effective granting of funds to those organizations that are directly involved in disaster relief in a meaningful and measurable way. Through our worldwide network of Rotary and other Nonprofit organizations, we are able to identify organizations directly involved in disaster relief and confirm that donated funds will directly impact relief efforts.