Hackettstown Rotary Foundation Inc

Nonprofit profile at a glance

EIN
223737916
IRS 990-EZ coverage
2012–2024
Forms available
Form 990-EZ 2024, Form 990-N 2022
Location
Hackettstown, NJ, USA
Phone
9087632374
Rating
86
Verdict
STRONG
Rating confidence
Moderate
Sector
Public Foundations

Official website

Reported finances

Revenue
$49,231
Expenses
$48,206
Assets
$61,670

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

Leadership & pay

5 people listed

Executive titles in this filing

  • ANNAMARIA LALEVEE (PRESIDENT-EL)
  • CATHERINE RUST (PRESIDENT)

People named in this filing

  • ANNAMARIA LALEVEE (PRESIDENT-EL)
  • CATHERINE RUST (PRESIDENT)
  • ROBIN PALMER BURTON (VICE PRESIDE)

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

An organization of business & professional persons united to encourage & foster the ideal of service as a basis of worthy enterprise.

What it reported doing in 2024

The foundation donates to various charities including: hackettstown regional medical center, arc of warren county, trinity unitedd methodist church, and habitate for humanity, etc.

Operating model

Revenue model
Other-operating. 79% of the money available for current operations came from other operating revenue.
Distribution model
Direct operator. The filing allocates 100% 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

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: 91
  • Transparency & Controls: 82
  • Sustainability: 46
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 89.9%; rating input score 90
  • Program expense ratio: 91.6%; rating input score 92

Transparency & Controls

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

Sustainability

  • Operating margin: 2.1%; rating input score 50; 50th percentile among comparable filings
  • Total-asset coverage ratio: 1.28; rating input score 53; 53rd 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: 1.5% per year; rating input score 100; 53rd percentile among comparable filings
  • Revenue growth: 4.4% per year; rating input score 100; 69th percentile among comparable filings
  • Asset growth: 4.8% per year; rating input score 100; 57th percentile among comparable filings

Details

  • Where the money goes: 89.9% of revenue deployed · 91.6% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 2 filed program accomplishments · $44K in reported program spending
  • Leadership: top reported pay $0 · 5 people listed
  • Consistency: 6 of 6 current checks pass
  • Schedules: 3 filed schedules
  • Filing history: 6 filing years from 2012 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.

  • Review — Sustainability: Operating margin scored 50/100.
  • Review — Sustainability: Total-asset coverage ratio scored 53/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.