Marlborough Rotary Charitable Endowment Inc

Nonprofit profile at a glance

EIN
043424082
IRS 990-EZ coverage
2009–2024
Forms available
Form 990-EZ 2024, Form 990-N 2013
Location
Marlborough, MA, USA
Phone
5084854290
Rating
79
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Public Foundations

Official website

Reported finances

Revenue
$65,123
Expenses
$37,102
Assets
$284,276

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

Leadership & pay

5 people listed

Executive titles in this filing

  • Heidi Borella (President)
  • Cindy Albert (Vice President)

People named in this filing

  • Heidi Borella (President)
  • Darlene Trainor (Secretary)
  • Cindy Albert (Vice President)

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

Community Service\Local Charitable Giving

What it reported doing in 2024

All monies raised from fund raisers was used for scholarships and local charitable giving

Operating model

Revenue model
Mixed. Its operating money came from several sources; no one source provided a clear majority.
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

SUPPORTED - A large share of available resources goes toward mission work and the filed numbers largely add up. Reported officer compensation is a large share of total spending, which may reflect staffing concentration.

Rating breakdown

  • Financial Efficiency: 75
  • Transparency & Controls: 82
  • Sustainability: 74
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 60.2%; rating input score 60
  • 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: 43%; rating input score 88; 88th percentile among comparable filings
  • Total-asset coverage ratio: 7.66; rating input score 89; 89th 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: 8.7% per year; rating input score 100; 70th percentile among comparable filings
  • Revenue growth: 10.6% per year; rating input score 100; 82nd percentile among comparable filings
  • Asset growth: 7.7% per year; rating input score 100; 66th percentile among comparable filings

Details

  • Where the money goes: 60.2% of revenue deployed · 100% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment · $37K in reported program spending
  • Leadership: top reported pay $0 · 5 people listed
  • Consistency: 7 of 7 current checks pass
  • Schedules: 3 filed schedules
  • Filing history: 12 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.

  • Review — Sustainability: Officer compensation ratio scored 56/100.