Rotary Club of Jefferson Foundation Inc

Nonprofit profile at a glance

EIN
421507515
IRS 990-EZ coverage
2014–2025
Forms available
Form 990-EZ 2025, Form 990-N 2015
Location
Jefferson, IA, USA
Phone
5153868198
Rating
68
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Philanthropy, Charity, Voluntarism Promotion

Reported finances

Revenue
$55,011
Expenses
$48,657
Assets
$67,068

Source: IRS Form 990-EZ. Selected filing: tax year 2025. Amounts in USD.

Leadership & pay

9 people listed

Executive titles in this filing

  • SAM HARDING (President)

People named in this filing

  • JOHN GERKEN (Treasurer)
  • JONATHAN LAW (Director)
  • TORI RILEY (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 2025. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Primary purpose is raising funds to be used for charitable purposes.

What it reported doing in 2025

Donation to rotary international foundation for polio plus program and general fund.

Operating model

Revenue model
Cannot be determined from the filing. The filing does not provide enough consistent revenue detail to tell how this nonprofit funds its work.
Distribution model
Transfer-based 990-EZ. The 990-EZ reports grants or member benefits, but it does not separate enough spending to show the nonprofit’s full delivery mix.

The verdict

SUPPORTED - The filed numbers largely add up and program spending has grown recently. Total assets are small relative to annual expenses; liquid coverage is unknown and reported officer compensation is a large share of total spending, which may reflect staffing concentration.

Rating breakdown

  • Financial Efficiency: 55
  • Transparency & Controls: 82
  • Sustainability: 52
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 88%; rating input score 88
  • Program expense ratio: Limited

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 51st percentile among comparable filings
  • Major donor itemization: Limited

Sustainability

  • Operating margin: 11.6%; rating input score 62; 62nd percentile among comparable filings
  • Total-asset coverage ratio: 1.38; rating input score 56; 56th percentile among comparable filings
  • Liabilities to assets ratio: Limited
  • Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings

Growth

  • Program expense growth: 9.8% per year; rating input score 100; 70th percentile among comparable filings
  • Revenue growth: 2.6% per year; rating input score 100; 60th percentile among comparable filings
  • Asset growth: 2.7% per year; rating input score 100; 48th percentile among comparable filings

Details

  • Where the money goes: 88% of revenue deployed
  • Governance: Filed governance answers
  • Accomplishments: 16 filed program accomplishments
  • Leadership: top reported pay $0 · 9 people listed
  • Consistency: 5 of 5 current checks pass
  • Schedules: 3 filed schedules
  • Filing history: 5 filing years from 2014 to 2025
  • 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.

  • Review — Sustainability: Total-asset coverage ratio scored 56/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.