Greeley Rotary Club Foundation

Nonprofit profile at a glance

EIN
462795220
IRS 990-EZ coverage
2013–2024
Forms available
Form 990-EZ 2024
Location
Greeley, CO, USA
Phone
9703467906
Rating
89
Verdict
STRONG
Rating confidence
Moderate
Sector
Philanthropy, Charity, Voluntarism Promotion

Reported finances

Revenue
$18,642
Expenses
$27,494
Assets
$33,151
Liabilities
$14,111

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

Leadership & pay

14 people listed

Executive titles in this filing

  • NINA LEWIS (PRESIDENT)

People named in this filing

  • TONY MILLER (CO-TREASURER)
  • GERRY TASSET (TRUSTEE)
  • RICH RECOR (CO-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 purpose of the greeley rotary club foundation is specifically to receive acceptable contributions, participate in fund raising activities, and disburse funds for the purpose of supporting the community service projects of greeley rotary club that are of a charitable nature consistent with the requirements of section 501(c)(3) of the internal revenue code, as amended.

What it reported doing in 2024

All other accomplishments: other programs are funded by the foundation based on requests for support, donor-restricted gifts, or the direction of the foundation trustees. Assistance was provided to the poudre learning center foundation that supports a steam experience in an outdoor setting, to Colorado humanities' chatauqua program, California wildfire relief, school district 6 literacy project (books for kids), and other programs

Operating model

Revenue model
Donor-supported. 85% of the money available for current operations came from contributions and gifts.
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. Expenses are high relative to revenue and total assets are small relative to annual expenses; liquid coverage is unknown.

Rating breakdown

  • Financial Efficiency: 100
  • Transparency & Controls: 82
  • Sustainability: 29
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 100%; rating input score 100
  • Program expense ratio: 99.1%; rating input score 99

Transparency & Controls

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

Sustainability

  • Operating margin: -47.5%; rating input score 13; 13th percentile among comparable filings
  • Total-asset coverage ratio: 1.21; rating input score 51; 51st percentile among comparable filings
  • Liabilities to assets ratio: 0.43; rating input score 10; 10th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings

Growth

  • Program expense growth: 5.5% per year; rating input score 100; 63rd percentile among comparable filings
  • Revenue growth: 0.8% per year; rating input score 100; 55th percentile among comparable filings
  • Asset growth: 6.6% per year; rating input score 100; 63rd percentile among comparable filings

Details

  • Where the money goes: 100% of revenue deployed · 99.1% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 4 filed program accomplishments · $27K in reported program spending
  • Leadership: top reported pay $0 · 14 people listed
  • Consistency: 8 of 8 current checks pass
  • Schedules: 2 filed schedules
  • Filing history: 11 filing years from 2013 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 — Sustainability: Operating margin scored 13/100.
  • Review — Sustainability: Total-asset coverage ratio scored 51/100.
  • High — Sustainability: Liabilities to assets ratio scored 10/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.