Brainerd Rotary Foundation

Nonprofit profile at a glance

EIN
411732246
IRS 990-EZ coverage
2010–2024
Forms available
Form 990-EZ 2024
Location
Brainerd, MN, USA
Phone
2188310434
Rating
79
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Philanthropy, Voluntarism, and Grantmaking Foundations N.E.C.

Official website

Reported finances

Revenue
$69,695
Expenses
$27,090
Assets
$385,366
Liabilities
$0

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

Leadership & pay

11 people listed

Executive titles in this filing

  • JULIE ANDERHOLM (PRESIDENT)
  • AARON PETERSON (VICE PRESIDENT)
  • ADAM REES (EX OFFICIO(CLUB PRESIDENT))

People named in this filing

  • JULIE ANDERHOLM (PRESIDENT)
  • AARON PETERSON (VICE PRESIDENT)
  • CAROL JOHNSON (TREASURER)

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 brainerd rotary foundation supports rotary ideals in local, national, and international projects prioritizing the enrichment of the lives of children in the brainerd lakes area.

What it reported doing in 2024

Grants for educational/youth programs, 15 organizations benefited, numerous youth benefited.

Operating model

Revenue model
Mixed. Its operating money came from several sources; no one source provided a clear majority.
Distribution model
Grant intermediary. The nonprofit sent 100% of its reported program spending out as grants.

The verdict

SUPPORTED - The filed numbers largely add up and a large share of total spending goes to programs. A relatively small share of available resources goes toward mission work and reported officer compensation is a large share of total spending, which may reflect staffing concentration.

Rating breakdown

  • Financial Efficiency: 60
  • Transparency & Controls: 100
  • Sustainability: 86
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 45.2%; rating input score 45
  • Program expense ratio: 84%; rating input score 84

Transparency & Controls

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

Sustainability

  • Operating margin: 61.1%; rating input score 94; 94th percentile among comparable filings
  • Total-asset coverage ratio: 14.23; rating input score 94; 94th percentile among comparable filings
  • Liabilities to assets ratio: 0; rating input score 68; 68th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings

Growth

  • Program expense growth: 0.5% per year; rating input score 100; 50th percentile among comparable filings
  • Revenue growth: 2.8% per year; rating input score 100; 63rd percentile among comparable filings
  • Asset growth: 4.7% per year; rating input score 100; 57th percentile among comparable filings

Details

  • Where the money goes: 45.2% of revenue deployed · 84% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment · $23K in reported program spending
  • Leadership: top reported pay $0 · 11 people listed
  • Consistency: 9 of 9 current checks pass
  • Schedules: 4 filed schedules
  • Filing history: 15 filing years from 2010 to 2024
  • Contacts: How to reach this organization
  • Money network: Resolved incoming and outgoing counterparties from filed money flows.
  • Related organizations: Filed and resolved organization relationships.
  • 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 45/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.