Rotary Club of Lake Forest- Lake Bluff
Nonprofit profile at a glance
- EIN
- 364073877
- IRS 990-EZ coverage
- 2012–2024
- Forms available
- Form 990-EZ 2024
- Location
- Lake Forest, IL, USA
- Phone
- 7735806115
- Rating
- 79
- Verdict
- SUPPORTED
- Rating confidence
- Moderate
- Sector
- Community Service Clubs
Reported finances
- Revenue
- $54,072
- Expenses
- $53,773
- Assets
- $52,846
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
14 people listed
Executive titles in this filing
- PETER ELMER (PRESIDENT)
- DOROTHEA COLWELL (PRESIDENT-EL)
- MEGAN MORRIS (PRESIDENT NO)
People named in this filing
- PETER ELMER (PRESIDENT)
- DOROTHEA COLWELL (PRESIDENT-EL)
- ZHUMING SMITH (PAST PRESIDE)
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 provide humanitarian service among the local and international communities while promoting peace and understanding thoughout the world.
What it reported doing in 2024
Support of rotary international & district organizations
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 70% for direct work, and 30% for grants.
The verdict
SUPPORTED - 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 expenses are high relative to revenue.
Rating breakdown
- Financial Efficiency: 83
- Transparency & Controls: 82
- Sustainability: 42
- Growth: 60
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 83.1%; rating input score 83
- Program expense ratio: 83.5%; rating input score 84
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
- Major donor itemization: Limited
Sustainability
- Operating margin: 0.6%; rating input score 47; 47th percentile among comparable filings
- Total-asset coverage ratio: 0.98; rating input score 46; 46th 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: -0.2% per year; rating input score 0; 47th percentile among comparable filings
- Revenue growth: 2.2% per year; rating input score 100; 61st percentile among comparable filings
- Asset growth: 7.9% per year; rating input score 100; 67th percentile among comparable filings
Details
- Where the money goes: 83.1% of revenue deployed · 83.5% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 3 filed program accomplishments · $45K in reported program spending
- Leadership: top reported pay $0 · 14 people listed
- Consistency: 7 of 7 current checks pass
- Schedules: 2 filed schedules
- Filing history: 12 filing years from 2012 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 — Growth: Program expense growth scored 0/100.
- Moderate — Sustainability: Operating margin scored 47/100.
- Moderate — Sustainability: Total-asset coverage ratio scored 46/100.
- Review — Sustainability: Officer compensation ratio scored 56/100.