Rotary Club of Independence MO Inc

Nonprofit profile at a glance

EIN
436052948
IRS 990-EZ coverage
2010–2024
Forms available
Form 990-EZ 2024
Location
Independence, MO, USA
Phone
8167870313
Rating
61
Verdict
SUPPORTED
Rating confidence
Moderate

Official website

Reported finances

Revenue
$110,609
Expenses
$94,343
Assets
$38,306
Liabilities
$0

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

Leadership & pay

12 people listed

Executive titles in this filing

  • Kris Zerr (Past President)
  • Lesley Siegfried (President Elect)
  • Luke Davis (President)
  • Carl Anderson (Vice President)

People named in this filing

  • Nancy Eppert (Assistant Secretary)
  • Wendy Baird (Director)
  • Kris Zerr (Past President)

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

Humanitarian services to community

What it reported doing in 2024

Various community projects each under $5,000; assist and support mental health, clothing needs for poor and homeless, youth outdoor activities, support Juneteenth event, etc.

Operating model

Revenue model
Mixed. Its operating money came from several sources; no one source provided a clear majority.
Distribution model
Grant intermediary. The nonprofit sent 100% of its reported program spending out as grants.

The verdict

SUPPORTED - 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: 49
  • Transparency & Controls: 82
  • Sustainability: 57
  • Growth: 20

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 46.3%; rating input score 46
  • Program expense ratio: 54.2%; rating input score 54

Transparency & Controls

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

Sustainability

  • Operating margin: 14.7%; rating input score 66; 66th percentile among comparable filings
  • Total-asset coverage ratio: 0.41; rating input score 32; 32nd percentile among comparable filings
  • Liabilities to assets ratio: 0; rating input score 76; 76th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 63; 63rd percentile among comparable filings

Growth

  • Program expense growth: -5.2% per year; rating input score 0; 19th percentile among comparable filings
  • Revenue growth: -0.8% per year; rating input score 0; 18th percentile among comparable filings
  • Asset growth: 5% per year; rating input score 100; 45th percentile among comparable filings

Details

  • Where the money goes: 46.3% of revenue deployed · 54.2% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 3 filed program accomplishments · $51K in reported program spending
  • Leadership: top reported pay $0 · 12 people listed
  • Consistency: 8 of 8 current checks pass
  • Schedules: 1 filed schedules
  • Filing history: 14 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 — Financial Efficiency: Mission deployment rate scored 46/100.
  • Review — Financial Efficiency: Program expense ratio scored 54/100.
  • High — Growth: Program expense growth scored 0/100.
  • High — Growth: Revenue growth scored 0/100.
  • Moderate — Sustainability: Total-asset coverage ratio scored 32/100.