Monticello Rotary Club

Nonprofit profile at a glance

EIN
370891034
IRS 990-EZ coverage
2022–2024
Forms available
Form 990-EZ 2024
Location
Monticello, IL, USA
Phone
2177625596
Rating
58
Verdict
MIXED
Rating confidence
Moderate
Sector
Military, Veterans' Organizations

Reported finances

Revenue
$57,022
Expenses
$56,929
Assets
$21,478
Liabilities
$0

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

Leadership & pay

11 people listed

Executive titles in this filing

  • SETH FLOYD (PAST PRESIDENT)
  • KEVIN FEENEY (PRESIDENT)
  • DAN BURKYBILE (PAST PRESIDENT)
  • KIM ALVIS (PRESIDENT ELECT)

People named in this filing

  • SETH FLOYD (PAST PRESIDENT)
  • CHAD JOHNSON (TREASURER)
  • GAY ADAMS (EXECUTIVE SECRETARYTREASURER)

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

Service

What it reported doing in 2024

Rotary shield awards for two high school seniors

Operating model

Revenue model
Membership-supported. 80% of the money available for current operations came from membership dues.
Distribution model
Grant intermediary. The nonprofit sent 100% of its reported program spending out as grants.

The verdict

MIXED - 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: 41
  • Transparency & Controls: 82
  • Sustainability: 44
  • Growth: 60

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 40.9%; rating input score 41
  • Program expense ratio: 41%; rating input score 41

Transparency & Controls

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

Sustainability

  • Operating margin: 0.2%; rating input score 46; 46th percentile among comparable filings
  • Total-asset coverage ratio: 0.38; rating input score 25; 25th percentile among comparable filings
  • Liabilities to assets ratio: 0; rating input score 68; 68th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings

Growth

  • Program expense growth: 1.9% per year; rating input score 100; 54th percentile among comparable filings
  • Revenue growth: -6% per year; rating input score 0; 32nd percentile among comparable filings
  • Asset growth: 0.6% per year; rating input score 100; 41st percentile among comparable filings

Details

  • Where the money goes: 40.9% of revenue deployed · 41% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 4 filed program accomplishments · $23K in reported program spending
  • Leadership: top reported pay $0 · 11 people listed
  • Consistency: 8 of 8 current checks pass
  • Schedules: 2 filed schedules
  • Filing history: 3 filing years from 2022 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 41/100.
  • Moderate — Financial Efficiency: Program expense ratio scored 41/100.
  • High — Growth: Revenue growth scored 0/100.
  • Moderate — Sustainability: Operating margin scored 46/100.
  • High — Sustainability: Total-asset coverage ratio scored 25/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.