Aberdeen Rotary Foundation

Nonprofit profile at a glance

EIN
943113061
IRS 990-EZ coverage
2024–2024
Forms available
Form 990 2023, Form 990-EZ 2024, Form 990-N 2011
Location
Aberdeen, WA, USA
Rating
50
Verdict
MIXED
Rating confidence
Moderate
Sector
Men's Service Clubs

Reported finances

Revenue
$83,461
Expenses
$151,663
Assets
$482,523

Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

10 people listed

Executive titles in this filing

  • Randy Ross (President)
  • Travis Hoppe (Past President)
  • Monika Kuhnau (President-Elect)
  • Alicia Henderson (Vice President)

People named in this filing

  • Randy Ross (President)
  • Kati Kachman (Treasurer)
  • Lorna White (Secretary)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990-EZ. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

The Aberdeen Rotary Foundation provides grants to support local humanitarian projects educational scholarships vocational training as well as supporting not for profit organizations in Grays Harbor County. The Foundation focused their charitable efforts on the following giving objectives: education assistance and summer camp experiences for the deaf blind and deaf-blind vision testing primary education literacy projects secondary education business curriculum youth exchange programs and college scholarships for graduating high school seniors.

What it reported doing in 2024

Rosenkrantz Scholarship and Grant Fund -- The Foundation has a partnership agreement with an endowed fund the Alex and Suzanne Rosenkrantz Fund held by the Grays Harbor Community Foundation. The mission of the Fund is to support the educational needs of deaf blind and deaf-blind students especially higher education. The Foundation receives an annual distribution from the Grays Harbor Community Foundation and contracts with the Aberdeen Rotary Club to do the administrative work for the fund. This year the Aberdeen Rotary Foundation delivered grants to Clark College to help their new Disability Access Center and to provide scholarships to their mission-appropriate college students. We also provided a grant to the Northwest Association of Blind Athletes that helps blind students prepare to transition from high school to college. We supported the Near Vision Institute with a grant for vision evaluation technology to help identify and evaluate vision-impaired students in underserved school districts throughout Washington State. We also provided scholarships to a college student working through her third year at university. The Aberdeen Rotary Club receives an annual administrative fee equal to 0.75% of the endowed funds corpus for management of the annual distribution in support of the funds mission.

Operating model

Revenue model
Mixed. Its operating money came from several sources; no one source provided a clear majority.
Distribution model
Cannot be determined from the filing. The filing does not provide enough consistent spending detail to tell whether the nonprofit works directly or through others.

The verdict

MIXED - The filed numbers largely add up. A relatively small share of available resources goes toward mission work and a relatively small share of total spending goes to programs.

Rating breakdown

  • Financial Efficiency: 27
  • Transparency & Controls: 88
  • Sustainability: 33
  • Growth: 0

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 32.4%; rating input score 32
  • Program expense ratio: 17.8%; rating input score 18

Transparency & Controls

  • Consistency checks: 84.6%; rating input score 85; 2nd percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100

Sustainability

  • Operating margin: -81.7%; rating input score 9; 9th percentile among comparable filings
  • Total-asset coverage ratio: 3.18; rating input score 76; 76th percentile among comparable filings
  • Liabilities to assets ratio: Limited
  • Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings

Growth

  • Program expense growth: Limited
  • Revenue growth: -21.3% per year; rating input score 0; 14th percentile among comparable filings
  • Asset growth: -6% per year; rating input score 0; 22nd percentile among comparable filings

Details

  • Where the money goes: 32.4% of revenue deployed · 17.8% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 8 filed program accomplishments · $27K in reported program spending
  • Leadership: top reported pay $0 · 10 people listed
  • Consistency: 7 of 8 current checks pass · 1 finding to review
  • Schedules: 4 filed schedules
  • Contacts: How to reach this organization
  • Money network: 1 filed money-flow record
  • Related organizations: 2 filed related-organization links
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • Moderate — Financial Efficiency: Mission deployment rate scored 32/100.
  • High — Financial Efficiency: Program expense ratio scored 18/100.
  • Moderate — Transparency & Controls: Part III transfer expenses within program total did not reconcile in the filed values.
  • High — Growth: Revenue growth scored 0/100.
  • High — Sustainability: Operating margin scored 9/100.
  • High — Growth: Asset growth scored 0/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.