Innsbrook Rotary Charitable Foundation
Nonprofit profile at a glance
- EIN
- 541771779
- IRS 990-EZ coverage
- 2009–2024
- Forms available
- Form 990-EZ 2024
- Location
- Glen Allen, VA, USA
- Phone
- 8042827636
- Rating
- 37
- Verdict
- REVIEW
- Rating confidence
- Moderate
- Sector
- Public Foundations
Reported finances
- Revenue
- $27,608
- Expenses
- $25,985
- Assets
- $267,520
- Liabilities
- $250
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
9 people listed
Executive titles in this filing
- WILLIAM MATTOX (PRESIDENT)
- JAY STEELE (VICE PRESIDENT)
- MATTHEW MCDONALD (VICE PRESIDENT, SECRETARY)
People named in this filing
- WILLIAM MATTOX (PRESIDENT)
- JAY STEELE (VICE PRESIDENT)
- MATTHEW MCDONALD (VICE PRESIDENT, SECRETARY)
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 mission of the rotary foundation is to enable rotarians to advance world understanding, goodwill, and peace through the improvement of health, the support of educations, and the alleviation of poverty. The foundation is a not-for-profit corporation supported solely by voluntary contributions from rotarians and friends of the foundation who share its vision of a better world.
What it reported doing in 2024
The sale of roses in order to raise money to make contributions to charitable organizations that serve the richmond area
Operating model
- Revenue model
- Mixed. Its operating money came from several sources; no one source provided a clear majority.
- Distribution model
- Cannot be determined from the filing. The filing does not provide enough consistent spending detail to tell whether the nonprofit works directly or through others.
The verdict
REVIEW - The filed numbers largely add up and total assets are large relative to annual expenses, but may not be spendable cash. 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: 0
- Transparency & Controls: 82
- Sustainability: 64
- Growth: 20
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 0%; rating input score 0
- Program expense ratio: 0%; rating input score 0
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
- Major donor itemization: Limited
Sustainability
- Operating margin: 5.9%; rating input score 56; 56th percentile among comparable filings
- Total-asset coverage ratio: 10.3; rating input score 92; 92nd percentile among comparable filings
- Liabilities to assets ratio: 0; rating input score 35; 35th percentile among comparable filings
- Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings
Growth
- Program expense growth: -12.5% per year; rating input score 0; 24th percentile among comparable filings
- Revenue growth: -6.2% per year; rating input score 0; 31st percentile among comparable filings
- Asset growth: 7.8% per year; rating input score 100; 67th percentile among comparable filings
Details
- Where the money goes: 0% of revenue deployed · 0% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 3 filed program accomplishments
- Leadership: top reported pay $0 · 9 people listed
- Consistency: 8 of 9 current checks pass · 1 finding to review
- Schedules: 3 filed schedules
- Filing history: 13 filing years from 2009 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 — Financial Efficiency: Mission deployment rate scored 0/100.
- High — Financial Efficiency: Program expense ratio scored 0/100.
- Moderate — Transparency & Controls: Part III transfer expenses within program total did not reconcile in the filed values.
- High — Growth: Program expense growth scored 0/100.
- High — Growth: Revenue growth scored 0/100.
- Review — Sustainability: Operating margin scored 56/100.
- Moderate — Sustainability: Liabilities to assets ratio scored 35/100.
- Review — Sustainability: Officer compensation ratio scored 56/100.