Middlebury Rotary Club

Nonprofit profile at a glance

EIN
036007915
IRS 990-EZ coverage
2010–2024
Forms available
Form 990-EZ 2024
Location
Middlebury, VT, USA
Phone
8029892770
Rating
60
Verdict
SUPPORTED
Rating confidence
Moderate

Reported finances

Revenue
$31,695
Expenses
$29,292
Assets
$9,221
Liabilities
$7,776

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

Leadership & pay

4 people listed

Executive titles in this filing

  • Paul Horn (President)
  • Liz Marino (President Elect)

People named in this filing

  • Paul Horn (President)
  • Liz Marino (President Elect)
  • Geoffrey Conrad (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

Internal fund of the Middlbury Vermont Rotary Club General membership organization, to support the non profit organization of the club.

Operating model

Revenue model
Membership-supported. 82% of the money available for current operations came from membership dues.
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 - The filed numbers largely add up and program spending has grown recently. 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: 43
  • Transparency & Controls: 82
  • Sustainability: 41
  • Growth: 80

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 41.9%; rating input score 42
  • Program expense ratio: 45.3%; rating input score 45

Transparency & Controls

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

Sustainability

  • Operating margin: 7.6%; rating input score 58; 58th percentile among comparable filings
  • Total-asset coverage ratio: 0.31; rating input score 22; 22nd percentile among comparable filings
  • Liabilities to assets ratio: 0.84; rating input score 6; 6th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings

Growth

  • Program expense growth: 10.8% per year; rating input score 100; 73rd percentile among comparable filings
  • Revenue growth: 1.6% per year; rating input score 100; 58th percentile among comparable filings
  • Asset growth: -15.1% per year; rating input score 0; 13th percentile among comparable filings

Details

  • Where the money goes: 41.9% of revenue deployed · 45.3% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment · $13K in reported program spending
  • Leadership: top reported pay $0 · 4 people listed
  • Consistency: 7 of 7 current checks pass
  • Schedules: 1 filed schedules
  • Filing history: 14 filing years from 2010 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.

  • Moderate — Financial Efficiency: Mission deployment rate scored 42/100.
  • Moderate — Financial Efficiency: Program expense ratio scored 45/100.
  • High — Sustainability: Total-asset coverage ratio scored 22/100.
  • High — Growth: Asset growth scored 0/100.
  • Review — Sustainability: Operating margin scored 58/100.
  • High — Sustainability: Liabilities to assets ratio scored 6/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.