Oconomowoc Rotary Charitable Foundation Inc
Nonprofit profile at a glance
- EIN
- 391498210
- IRS 990-EZ coverage
- 2010–2024
- Forms available
- Form 990 2023, Form 990-EZ 2024
- Location
- Oconomowoc, WI, USA
- Phone
- 2625692185
- Rating
- 86
- Verdict
- STRONG
- Rating confidence
- Moderate
Reported finances
- Revenue
- $130,803
- Expenses
- $135,333
- Assets
- $215,941
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
8 people listed
Executive titles in this filing
- Leslie Olson (President)
People named in this filing
- Susan O'Connel (Secretary)
- Phil Holland (Director)
- Kevin Pehler (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
To solicit, invest and expend endowment funds and other gifts, exclusively for charitable and educational programs.
What it reported doing in 2024
Student scholarships to reward outstanding scholasticacheivement
Operating model
- Revenue model
- Donor-supported. 91% of the money available for current operations came from contributions and gifts.
- 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
STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Some filed totals do not add up and expenses are high relative to revenue.
Rating breakdown
- Financial Efficiency: 100
- Transparency & Controls: 73
- Sustainability: 41
- Growth: 100
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 100%; rating input score 100
- Program expense ratio: 100%; rating input score 100
Transparency & Controls
- Consistency checks: 88.9%; rating input score 89; 1st percentile among comparable filings
- Major donor itemization: Limited
Sustainability
- Operating margin: -3.5%; rating input score 25; 25th percentile among comparable filings
- Total-asset coverage ratio: 1.6; rating input score 74; 74th percentile among comparable filings
- Liabilities to assets ratio: Limited
- Officer compensation ratio: 0%; rating input score 63; 63rd percentile among comparable filings
Growth
- Program expense growth: 10.8% per year; rating input score 100; 63rd percentile among comparable filings
- Revenue growth: 16.2% per year; rating input score 100; 79th percentile among comparable filings
- Asset growth: 16.4% per year; rating input score 100; 75th percentile among comparable filings
Details
- Where the money goes: 100% of revenue deployed · 100% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 2 filed program accomplishments · $145K in reported program spending
- Leadership: top reported pay $0 · 8 people listed
- Consistency: 6 of 7 current checks pass · 1 finding to review
- Schedules: 2 filed schedules
- Filing history: 13 filing years from 2010 to 2024
- Contacts: How to reach this organization
- Money network: Resolved incoming and outgoing counterparties from filed money flows.
- Related organizations: Filed and resolved organization relationships.
- 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 — Transparency & Controls: Part III program expenses within total did not reconcile in the filed values.
- High — Sustainability: Operating margin scored 25/100.