National Exchange Club of Rochester
Nonprofit profile at a glance
- EIN
- 416039640
- IRS 990-EZ coverage
- 2017–2024
- Forms available
- Form 990-EZ 2024, Form 990-N 2016
- Location
- Rochester, MN, USA
- Phone
- 5074215960
- Rating
- 59
- Verdict
- MIXED
- Rating confidence
- Moderate
- Sector
- Federated Giving Programs
Reported finances
- Revenue
- $36,956
- Expenses
- $34,887
- Assets
- $36,940
- Liabilities
- $0
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
8 people listed
Executive titles in this filing
- JIM OELTJENBRUNS (PRESIDENT)
- DAVE GIBSON (PAST PRESIDENT)
People named in this filing
- JIM OELTJENBRUNS (PRESIDENT)
- RICHARD RADKE (SECRETARY)
- TRISHA WHITE (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 service
What it reported doing in 2024
Volunteer recognition - book of golden deeds is issued to an individual each year that goes above and beyond in his/her community. The annual banquet celebrates the new inductee as well as all previous winners.
Operating model
- Revenue model
- Mixed. Its operating money came from several sources; no one source provided a clear majority.
- Distribution model
- Cannot be determined from the filing. The filing does not provide enough consistent spending detail to tell whether the nonprofit works directly or through others.
The verdict
MIXED - The filed numbers largely add up. 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: 46
- Transparency & Controls: 82
- Sustainability: 55
- Growth: 0
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 45%; rating input score 45
- Program expense ratio: 47.7%; rating input score 48
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
- Major donor itemization: Limited
Sustainability
- Operating margin: 5.6%; rating input score 55; 55th percentile among comparable filings
- Total-asset coverage ratio: 1.06; rating input score 48; 48th 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: -10.2% per year; rating input score 0; 27th percentile among comparable filings
- Revenue growth: -4.7% per year; rating input score 0; 35th percentile among comparable filings
- Asset growth: -0.7% per year; rating input score 0; 36th percentile among comparable filings
Details
- Where the money goes: 45% of revenue deployed · 47.7% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 3 filed program accomplishments · $17K in reported program spending
- Leadership: top reported pay $0 · 8 people listed
- Consistency: 8 of 9 current checks pass · 1 finding to review
- Schedules: 2 filed schedules
- Filing history: 7 filing years from 2017 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 45/100.
- Moderate — Financial Efficiency: Program expense ratio scored 48/100.
- Moderate — Transparency & Controls: Part III transfer expenses within program total did not reconcile in the filed values.
- High — Growth: Program expense growth scored 0/100.
- High — Growth: Revenue growth scored 0/100.
- Review — Sustainability: Operating margin scored 55/100.
- High — Growth: Asset growth scored 0/100.
- Moderate — Sustainability: Total-asset coverage ratio scored 48/100.
- Review — Sustainability: Officer compensation ratio scored 56/100.