Bloomington Rotary Club

Nonprofit profile at a glance

EIN
356044340
IRS 990-EZ coverage
2016–2024
Forms available
Form 990-EZ 2024
Location
Bloomington, IN, USA
Phone
8127862376
Rating
45
Verdict
MIXED
Rating confidence
Moderate

Official website

Reported finances

Revenue
$48,118
Expenses
$51,172
Assets
$68,292
Liabilities
$0

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

Leadership & pay

16 people listed

Executive titles in this filing

  • TRACI JOVANOVIC (PRESIDENT)
  • STEVE WICKES (PRESIDENT-ELECT)
  • RON BARNES (IMMEDIATE PAST PRESIDENT)

People named in this filing

  • NATALIE BLAIS (EXECUTIVE ASSISTANT)
  • TRACI JOVANOVIC (PRESIDENT)
  • STEVE WICKES (PRESIDENT-ELECT)

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

Rotarians initiate community projects that address many of today's most critical issues, including hunger, environment, and literacy. In addition, rotary international launched polioplus, a 20-year commitment to eradicate polio. The bloomington rotary club actively supports this initiative.

What it reported doing in 2024

Local charitable projects & youth services: expenditures include support of youth and community initiatives supported by rotary district programs and local service efforts.

Operating model

Revenue model
Membership-supported. 74% of the money available for current operations came from membership dues.
Distribution model
Direct operator. The filing allocates 81% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

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: 18
  • Transparency & Controls: 82
  • Sustainability: 41
  • Growth: 20

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 18.6%; rating input score 19
  • Program expense ratio: 17.1%; rating input score 17

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
  • Major donor itemization: Limited

Sustainability

  • Operating margin: -6.3%; rating input score 35; 35th percentile among comparable filings
  • Total-asset coverage ratio: 1.33; rating input score 54; 54th percentile among comparable filings
  • Liabilities to assets ratio: 0; rating input score 68; 68th percentile among comparable filings
  • Officer compensation ratio: 36.8%; rating input score 5; 5th percentile among comparable filings

Growth

  • Program expense growth: -9.4% per year; rating input score 0; 28th percentile among comparable filings
  • Revenue growth: -5.1% per year; rating input score 0; 34th percentile among comparable filings
  • Asset growth: 9.4% per year; rating input score 100; 71st percentile among comparable filings

Details

  • Where the money goes: 18.6% of revenue deployed · 17.1% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 4 filed program accomplishments · $9K in reported program spending
  • Leadership: top reported pay $0 · 16 people listed
  • Consistency: 9 of 9 current checks pass
  • Schedules: 1 filed schedules
  • Filing history: 9 filing years from 2016 to 2024
  • Contacts: How to reach this organization
  • Money network: 1 filed money-flow record
  • 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.

  • High — Financial Efficiency: Mission deployment rate scored 19/100.
  • High — Financial Efficiency: Program expense ratio scored 17/100.
  • High — Growth: Program expense growth scored 0/100.
  • High — Growth: Revenue growth scored 0/100.
  • Moderate — Sustainability: Operating margin scored 35/100.
  • Review — Sustainability: Total-asset coverage ratio scored 54/100.
  • High — Sustainability: Officer compensation ratio scored 5/100.