Missoula Rotary Foundation

Nonprofit profile at a glance

EIN
260629189
IRS 990-EZ coverage
2015–2024
Forms available
Form 990 2014, Form 990-EZ 2024
Location
Missoula, MT, USA
Phone
4067285214
Rating
92
Verdict
STRONG
Rating confidence
Moderate
Sector
Public Foundations

Reported finances

Revenue
$51,824
Expenses
$51,344
Assets
$318,867
Liabilities
$28,855

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

Leadership & pay

9 people listed

Executive titles in this filing

  • MARK DVARISHKIS (PRESIDENT)
  • MARGARET PARSON (PAST PRESIDENT)

People named in this filing

  • MARK DVARISHKIS (PRESIDENT)
  • MARGARET PARSON (PAST PRESIDENT)
  • ALISSA GRIMM (TREASURER)

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 organization shall support the charitable activities of its local community to encourage and foster the ideal of service.

What it reported doing in 2024

Donations to local charitable organizations to support projects of local organizations which address education, relief of hunger, health or humanity, and to provide funds for matching grants from the rotary international foundation.

Operating model

Revenue model
Donor-supported. 86% of the money available for current operations came from contributions and gifts.
Distribution model
Grant intermediary. The nonprofit sent 76% of its reported program spending out as 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 liabilities are high compared with assets.

Rating breakdown

  • Financial Efficiency: 88
  • Transparency & Controls: 100
  • Sustainability: 57
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 89%; rating input score 89
  • Program expense ratio: 86.8%; rating input score 87

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: 0.9%; rating input score 48; 48th percentile among comparable filings
  • Total-asset coverage ratio: 6.21; rating input score 87; 87th percentile among comparable filings
  • Liabilities to assets ratio: 0.09; rating input score 18; 18th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings

Growth

  • Program expense growth: 21% per year; rating input score 100; 83rd percentile among comparable filings
  • Revenue growth: 5.3% per year; rating input score 100; 72nd percentile among comparable filings
  • Asset growth: 14% per year; rating input score 100; 79th percentile among comparable filings

Details

  • Where the money goes: 89% of revenue deployed · 86.8% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment · $45K in reported program spending
  • Leadership: top reported pay $0 · 9 people listed
  • Consistency: 9 of 9 current checks pass
  • Schedules: 3 filed schedules
  • Filing history: 10 filing years from 2015 to 2024
  • Contacts: How to reach this organization
  • Money network: 2 filed money-flow records
  • Related organizations: 2 filed related-organization links
  • 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 — Sustainability: Operating margin scored 48/100.
  • High — Sustainability: Liabilities to assets ratio scored 18/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.