Rotary Club of Coatesville Foundation Incorporated

Nonprofit profile at a glance

EIN
843006019
IRS 990 coverage
2021–2024
Forms available
Form 990 2024, Form 990-EZ 2023
Location
Honey Brook, PA, USA
Phone
4843641071
Rating
71
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Philanthropy, Charity, Voluntarism Promotion

Reported finances

Revenue
$41,815
Expenses
$27,098
Assets
$52,364
Liabilities
$0

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

Leadership & pay

6 people listed

Executive titles in this filing

  • GREG KRAJEWSKI (PRESIDENT)

People named in this filing

  • GREG KRAJEWSKI (PRESIDENT)
  • LINDSAY MYERS (BOARD MEMBER)
  • DOREEN BROADDUS (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. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

The mission of the rotary club of coatesville foundation is to provide financial support to educational and charitable organizations primarily in the coatesville, pennsyvania area. Financial support may be provided to charitable organizations outside of the coatesville, Pennsylvania area at the discretion of the rotary club of coatesville foundation board of directors. The foundation assumed the operation of the annual local strawberry festival from the brandywine health foundation, coatesville, Pennsylvania. The festival is held annually at the end of may. In the past, profits from the event have been donated to local charities or needy organizations.the foundation intends to continue the practice. Unfortunately, due to covid, the festivals for 2020 and 2021 were cancelled. Further strategic constraints prevented the festival in summer of 2023.

What it reported doing in 2024

The foundation operates the annual community strawberry festival. A significant amount of the surplus is to be contributed to community organizations. Due to covid, the strawberry festival was not held in 2020 or 2021. Due to strategic constraints, the strawberry festival was not held in summer of 2023. In the summer of 2025 the organization resumed a limited strawberry festival.

Operating model

Revenue model
Earned-program. 87% of the money available for current operations came from fees and other program revenue.
Distribution model
Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

The verdict

SUPPORTED - The filed numbers largely add up and a large share of available resources goes toward mission work. Some filing-based governance responses are negative or unanswered and program spending has declined or grown slowly.

Rating breakdown

  • Financial Efficiency: 66
  • Transparency & Controls: 90
  • Accountability: 70
  • Sustainability: 64
  • Growth: 0

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 61.3%; rating input score 61
  • Program expense ratio: 96.2%; rating input score 96
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 63rd percentile among comparable filings
  • Pay-setting controls: Limited
  • Foreign activity oversight: Limited
  • Grant itemization coverage: Limited
  • Major donor itemization: Limited
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 64th percentile among comparable filings
  • Governance controls: 2 of 7 controls in place; rating input score 29
    • Conflict-of-interest policy: Fail
    • Whistleblower policy: Fail
    • Document-retention policy: Fail
    • CEO compensation review process: NotApplicable
    • Other executive compensation review process: NotApplicable
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Missing
    • Independent financial-statement audit: Fail

Sustainability

  • Operating margin: 35.2%; rating input score 82; 82nd percentile among comparable filings
  • Total-asset coverage ratio: 1.93; rating input score 34; 34th percentile among comparable filings
  • Liabilities to assets ratio: 0; rating input score 69; 69th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 60; 60th percentile among comparable filings

Growth

  • Program expense growth: -38.3% per year; rating input score 0; 8th percentile among comparable filings
  • Revenue growth: -15.9% per year; rating input score 0; 23rd percentile among comparable filings
  • Asset growth: -14% per year; rating input score 0; 10th percentile among comparable filings

Details

  • Where the money goes: 61.3% of revenue deployed · 96.2% of spending went to programs
  • Governance: 5 of 5 board members independent · 2 of 7 filing controls reported
  • Programs: 2 filed program accomplishments · $26K in reported program spending
  • Leadership: top reported pay $0 · 6 people listed
  • Consistency: 14 of 14 current checks pass
  • Schedules: 2 filed schedules
  • Filing history: 3 filing years from 2021 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.

  • High — Accountability: Governance controls: 4 of 6 not reported.
  • High — Growth: Program expense growth scored 0/100.
  • High — Growth: Revenue growth scored 0/100.
  • High — Growth: Asset growth scored 0/100.
  • Moderate — Sustainability: Total-asset coverage ratio scored 34/100.