Port Washington - Saukville Rotary Club

Nonprofit profile at a glance

EIN: 396076883
IRS 990-EZ coverage: 2020–2024
Forms available: Form 990-EZ 2024
Location: Port Washington, WI, USA
Phone: 4402139061
Rating: 83
Verdict: STRONG
Rating confidence: Moderate

Reported finances

Revenue: $70,134
Expenses: $75,789
Assets: $199,471
Liabilities: $0

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

Leadership & pay

9 people listed

Executive titles in this filing

NATE WILLE (PAST PRESIDENT)
AMANDA KLOSKEY (PRESIDENT)

People named in this filing

NATE WILLE (PAST PRESIDENT)
KATIE CONLON (EXECUTIVE SECRETARY)
ROBERT FECHNER (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

Vocational service, community service, international service, and new generation service. Rotarians develop community service projects that address many of today's most critical issues, such as children at risk, poverty and hunger, the environment, illiteracy, and violence. They also support programs for youth, educational opportunities and international exchanges for students, teachers, and other professionals, and vocational and career development.

What it reported doing in 2024

Provide financial assistance to local nonprofits who have similar goals of helping members of the community

Operating model

Revenue model: Mixed. Its operating money came from several sources; no one source provided a clear majority.
Distribution model: Hybrid. The nonprofit split its reported program spending across 52% for direct work, and 48% for grants.

The verdict

STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Revenue has declined or grown slowly and expenses are high relative to revenue.

Rating breakdown

Financial Efficiency: 91
Transparency & Controls: 82
Sustainability: 46
Growth: 40

Detailed rating inputs

Financial Efficiency

Mission deployment rate: 93.9%; rating input score 94
Program expense ratio: 85.9%; rating input score 86

Transparency & Controls

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

Sustainability

Operating margin: -8.1%; rating input score 33; 33rd percentile among comparable filings
Total-asset coverage ratio: 2.63; rating input score 72; 72nd percentile among comparable filings
Liabilities to assets ratio: 0; rating input score 68; 68th percentile among comparable filings
Officer compensation ratio: 6.8%; rating input score 10; 10th percentile among comparable filings

Growth

Program expense growth: 1.7% per year; rating input score 100; 53rd percentile among comparable filings
Revenue growth: -0.6% per year; rating input score 0; 49th percentile among comparable filings
Asset growth: -7.9% per year; rating input score 0; 20th percentile among comparable filings

Details

Where the money goes: 93.9% of revenue deployed · 85.9% of spending went to programs
Governance: Filed governance answers
Accomplishments: 1 filed program accomplishment · $65K in reported program spending
Leadership: top reported pay $0 · 9 people listed
Consistency: 9 of 9 current checks pass
Schedules: 2 filed schedules
Filing history: 4 filing years from 2020 to 2024
Contacts: How to reach this organization
Money network: 1 filed money-flow record
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: Revenue growth scored 0/100.
Moderate — Sustainability: Operating margin scored 33/100.
High — Growth: Asset growth scored 0/100.
High — Sustainability: Officer compensation ratio scored 10/100.