Owensboro Rotary Club Foundation Inc C/o Jeffrey T Ebelhar Cpa

Nonprofit profile at a glance

EIN
611226484
IRS 990-EZ coverage
2018–2024
Forms available
Form 990-EZ 2024
Location
Owensboro, KY, USA
Phone
2709262922
Rating
93
Verdict
STRONG
Rating confidence
Moderate

Reported finances

Revenue
$55,413
Expenses
$46,886
Assets
$172,146
Liabilities
$4

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

Leadership & pay

5 people listed

Executive titles in this filing

  • DEBBIE ZUERNER (PRESIDENT & TRUSTEE)

People named in this filing

  • SCOTT WILLIAMS (TRUSTEE)
  • RACHEL PENCE FOSTER (TRUSTEE)
  • MARK CALITRI (TRUSTEE)

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 provided financial support to eligible organizations in the areas of health & human services, civic programs, education, culture and the arts.

What it reported doing in 2024

Grant allocations to the owensboro and daviess county, ky school systems to provide supplies and related assistance for children in need.

Operating model

Revenue model
Donor-supported. 67% of the money available for current operations came from contributions and gifts.
Distribution model
Grant intermediary. The nonprofit sent 100% 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. Program spending has declined or grown slowly and liabilities are high compared with assets.

Rating breakdown

  • Financial Efficiency: 93
  • Transparency & Controls: 100
  • Sustainability: 66
  • Growth: 60

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 89.3%; rating input score 89
  • Program expense ratio: 99.3%; rating input score 99

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: 15.4%; rating input score 68; 68th percentile among comparable filings
  • Total-asset coverage ratio: 3.67; rating input score 79; 79th percentile among comparable filings
  • Liabilities to assets ratio: 0; rating input score 36; 36th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings

Growth

  • Program expense growth: -2.1% per year; rating input score 0; 42nd percentile among comparable filings
  • Revenue growth: 3.2% per year; rating input score 100; 65th percentile among comparable filings
  • Asset growth: 4.6% per year; rating input score 100; 57th percentile among comparable filings

Details

  • Where the money goes: 89.3% of revenue deployed · 99.3% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 6 filed program accomplishments · $47K in reported program spending
  • Leadership: top reported pay $0 · 5 people listed
  • Consistency: 9 of 9 current checks pass
  • Schedules: 4 filed schedules
  • Filing history: 6 filing years from 2018 to 2024
  • Contacts: How to reach this organization
  • Money network: Resolved incoming and outgoing counterparties from filed money flows.
  • 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.

  • High — Growth: Program expense growth scored 0/100.
  • Moderate — Sustainability: Liabilities to assets ratio scored 36/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.