Montpelier Rotary Club

Nonprofit profile at a glance

EIN
346555822
IRS 990-EZ coverage
2010–2024
Forms available
Form 990-EZ 2024
Location
Montpelier, OH, USA
Phone
2696153190
Rating
77
Verdict
SUPPORTED
Rating confidence
Moderate

Reported finances

Revenue
$54,350
Expenses
$33,313
Assets
$104,208

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

Leadership & pay

6 people listed

Executive titles in this filing

  • MICHAEL MOORE (PRESIDENT)

People named in this filing

  • HEATHER GREEN (CO-SECRETARY)
  • JASON KUNSMAN (CO-SECRETARY)
  • RACHAEL SOSTOI (CO-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

Community support for montpelier, Ohio

What it reported doing in 2024

Community donations

Operating model

Revenue model
Other-operating. 86% of the money available for current operations came from other operating revenue.
Distribution model
Hybrid. The nonprofit split its reported program spending across 44% for direct work, and 56% for grants.

The verdict

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

Rating breakdown

  • Financial Efficiency: 72
  • Transparency & Controls: 82
  • Sustainability: 69
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 58.5%; rating input score 58
  • Program expense ratio: 95.4%; rating input score 95

Transparency & Controls

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

Sustainability

  • Operating margin: 38.7%; rating input score 86; 86th percentile among comparable filings
  • Total-asset coverage ratio: 3.13; rating input score 75; 75th 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: 3.6% per year; rating input score 100; 59th percentile among comparable filings
  • Revenue growth: 2.3% per year; rating input score 100; 61st percentile among comparable filings
  • Asset growth: 3.2% per year; rating input score 100; 51st percentile among comparable filings

Details

  • Where the money goes: 58.5% of revenue deployed · 95.4% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 2 filed program accomplishments · $32K in reported program spending
  • Leadership: top reported pay $0 · 6 people listed
  • Consistency: 7 of 7 current checks pass
  • Schedules: 2 filed schedules
  • Filing history: 15 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.

  • Review — Financial Efficiency: Mission deployment rate scored 58/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.