Kettering Rotary Club Foundation

Nonprofit profile at a glance

EIN
311329850
IRS 990-EZ coverage
2022–2024
Forms available
Form 990-EZ 2024
Location
Dayton, OH, USA
Phone
9379743381
Rating
73
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Community Service Clubs

Reported finances

Revenue
$15,118
Expenses
$12,025
Assets
$100,531
Liabilities
$15,000

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

Leadership & pay

9 people listed

People named in this filing

  • Kerrie Smith (Chairperson)
  • Larry Hodapp (Treasurer)
  • Jim Ghory (Board Member)

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

To support Kettering OH charities, youth and Rotary International

What it reported doing in 2024

Miami Valley BSA 1,600, Fairmont Band Boosters 750, We Care Arts 1,200, Franklin Fnd 1,000, Theraputic Riding Institute 2,000, Ohio Children Shriners 2,000, Ohio River Road Runners 100

Operating model

Revenue model
Investment-supported. 67% of the money available for current operations came from recurring investment income.
Distribution model
Transfer-based 990-EZ. The 990-EZ reports grants or member benefits, but it does not separate enough spending to show the nonprofit’s full delivery mix.

The verdict

SUPPORTED - The filed numbers largely add up and revenue comfortably covers expenses. Revenue has declined or grown slowly and reported officer compensation is a large share of total spending, which may reflect staffing concentration.

Rating breakdown

  • Financial Efficiency: 58
  • Transparency & Controls: 100
  • Sustainability: 64
  • Growth: 20

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 92.4%; rating input score 92
  • Program expense ratio: Limited

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: 20.5%; rating input score 74; 74th percentile among comparable filings
  • Total-asset coverage ratio: 8.36; rating input score 90; 90th percentile among comparable filings
  • Liabilities to assets ratio: 0.15; rating input score 15; 15th percentile among comparable filings
  • Officer compensation ratio: 2.5%; rating input score 11; 11th percentile among comparable filings

Growth

  • Program expense growth: Limited
  • Revenue growth: -8.6% per year; rating input score 0; 26th percentile among comparable filings
  • Asset growth: 2.4% per year; rating input score 100; 48th percentile among comparable filings

Details

  • Where the money goes: 92.4% of revenue deployed
  • Governance: Filed governance answers
  • Accomplishments: 2 filed program accomplishments
  • Leadership: top reported pay $0 · 9 people listed
  • Consistency: 6 of 6 current checks pass
  • Schedules: 3 filed schedules
  • Filing history: 3 filing years from 2022 to 2024
  • Contacts: How to reach this organization
  • Money network: 1 filed money-flow record
  • 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: Officer compensation ratio scored 11/100.
  • High — Sustainability: Liabilities to assets ratio scored 15/100.