Mill Valley Rotary Service Fund Inc
Nonprofit profile at a glance
- EIN
- 680313951
- IRS 990-EZ coverage
- 2009–2024
- Forms available
- Form 990 2017, Form 990-EZ 2024, Form 990-N 2022
- Location
- Mill Valley, CA, USA
- Phone
- 4159423175
- Rating
- 80
- Verdict
- STRONG
- Rating confidence
- Moderate
- Sector
- Student Services, Organizations of Students
Reported finances
- Revenue
- $12,419
- Expenses
- $24,016
- Assets
- $6,689
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
8 people listed
Executive titles in this filing
- Lee Kirkpatrick (President)
People named in this filing
- Lewis Katcher (Director)
- JOHN CARMICHAEL (Treasurer)
- Stephanie Ricardo (Director)
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
This fund promotes community services and social welfare by funding public services, schools, individual educational scholoarships and donations to other charities and volunteer organizations.
What it reported doing in 2024
Community program - The Terwilliger Marsh Garden: The Rotary Club of Mill Valley sponsors a portion of the garden at the Terwilliger Marsh near the Mill Valley Community Center. Every month, our members sport their work duds, bring their shovel and trowel and get down and dirty weeding, planting, cleaning and maintaining our plot.
Operating model
- Revenue model
- Cannot be determined from the filing. The filing does not provide enough consistent revenue detail to tell how this nonprofit funds its work.
- Distribution model
- Hybrid. The nonprofit split its reported program spending across 58% for direct work, and 42% for grants.
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 revenue has declined or grown slowly.
Rating breakdown
- Financial Efficiency: 88
- Transparency & Controls: 82
- Sustainability: 16
- Growth: 40
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 100%; rating input score 100
- Program expense ratio: 68.3%; rating input score 68
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
- Major donor itemization: Limited
Sustainability
- Operating margin: -93.4%; rating input score 8; 8th percentile among comparable filings
- Total-asset coverage ratio: 0.28; rating input score 20; 20th 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: 4.7% per year; rating input score 100; 61st percentile among comparable filings
- Revenue growth: -2% per year; rating input score 0; 43rd percentile among comparable filings
- Asset growth: -3.3% per year; rating input score 0; 28th percentile among comparable filings
Details
- Where the money goes: 100% of revenue deployed · 68.3% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 10 filed program accomplishments · $16K in reported program spending
- Leadership: top reported pay $0 · 8 people listed
- Consistency: 7 of 7 current checks pass
- Schedules: 2 filed schedules
- Filing history: 9 filing years from 2009 to 2024
- Contacts: How to reach this organization
- Money network: 2 filed money-flow records
- 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 — Sustainability: Operating margin scored 8/100.
- High — Growth: Revenue growth scored 0/100.
- High — Sustainability: Total-asset coverage ratio scored 20/100.
- High — Growth: Asset growth scored 0/100.
- Review — Sustainability: Officer compensation ratio scored 56/100.