Elmhurst Rotary Charitable Trust Fund

Nonprofit profile at a glance

EIN
367092990
IRS 990-EZ coverage
2021–2024
Forms available
Form 990-EZ 2024
Location
Elmhurst, IL, USA
Phone
6307822001
Rating
84
Verdict
STRONG
Rating confidence
Moderate
Sector
Scholarships, Student Financial Aid Services, Awards

Reported finances

Revenue
$96,214
Expenses
$68,551
Assets
$334,393
Liabilities
$36,510

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

Leadership & pay

7 people listed

People named in this filing

  • GREG ST LAURENT (TRUSTEE)
  • MARILYN BORIA (TRUSTEE)
  • FRANK TROOST (TRUSTEE)

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 trust's primary purpose is to provide educational and charitable assistance to the community.

What it reported doing in 2024

Assistance to 11 local charities providing assistance to the community.

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

STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Revenue has declined or grown slowly and liabilities are high compared with assets.

Rating breakdown

  • Financial Efficiency: 89
  • Transparency & Controls: 82
  • Sustainability: 71
  • Growth: 60

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 82.6%; rating input score 83
  • Program expense ratio: 100%; rating input score 100

Transparency & Controls

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

Sustainability

  • Operating margin: 28.8%; rating input score 80; 80th percentile among comparable filings
  • Total-asset coverage ratio: 4.88; rating input score 84; 84th percentile among comparable filings
  • Liabilities to assets ratio: 0.11; rating input score 17; 17th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings

Growth

  • Program expense growth: 14.4% per year; rating input score 100; 77th percentile among comparable filings
  • Revenue growth: -24.6% per year; rating input score 0; 12th percentile among comparable filings
  • Asset growth: 7.6% per year; rating input score 100; 66th percentile among comparable filings

Details

  • Where the money goes: 82.6% of revenue deployed · 100% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 2 filed program accomplishments · $69K in reported program spending
  • Leadership: top reported pay $0 · 7 people listed
  • Consistency: 8 of 8 current checks pass
  • Schedules: 3 filed schedules
  • Filing history: 4 filing years from 2021 to 2024
  • Contacts: How to reach this organization
  • 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 — Growth: Revenue growth scored 0/100.
  • High — Sustainability: Liabilities to assets ratio scored 17/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.