Rotary Club of Mill Valley
Nonprofit profile at a glance
- EIN
- 941249096
- IRS 990-EZ coverage
- 2011–2024
- Forms available
- Form 990-EZ 2024, Form 990-N 2021
- Location
- Mill Valley, CA, USA
- Phone
- 4159423175
- Rating
- 40
- Verdict
- MIXED
- Rating confidence
- Moderate
Reported finances
- Revenue
- $44,199
- Expenses
- $50,396
- Assets
- $21,374
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
14 people listed
Executive titles in this filing
- Ed Marshall (President)
People named in this filing
- Lee Kirkpatrick (Director)
- JOHN CARMICHAEL (Treasurer)
- Lisan Campbell (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
Rotary Clubs are organized for community service to promote social welfare. The Club provides funds to public schools, educational scholarships and other charitable organizations. Benefits are also paid for member activities.
What it reported doing in 2024
Paul Harris Fellowship: The Paul Harris Society is named after the founder of Rotary International. The society recognizes friends of The Rotary Foundation who annually contribute US$1,000 or more to the Annual Programs Fund, Polio Plus, and other approved Foundation grant activities.
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
MIXED - The filed numbers largely add up. A relatively small share of available resources goes toward mission work and program spending has declined or grown slowly.
Rating breakdown
- Financial Efficiency: 12
- Transparency & Controls: 82
- Sustainability: 27
- Growth: 0
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 19.7%; rating input score 20
- Program expense ratio: Limited
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
- Major donor itemization: Limited
Sustainability
- Operating margin: -14%; rating input score 27; 27th percentile among comparable filings
- Total-asset coverage ratio: 0.42; rating input score 27; 27th 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: -11.3% per year; rating input score 0; 26th percentile among comparable filings
- Revenue growth: -2.1% per year; rating input score 0; 43rd percentile among comparable filings
- Asset growth: -2.7% per year; rating input score 0; 29th percentile among comparable filings
Details
- Where the money goes: 19.7% of revenue deployed
- Governance: Filed governance answers
- Accomplishments: 4 filed program accomplishments
- Leadership: top reported pay $0 · 14 people listed
- Consistency: 5 of 5 current checks pass
- Schedules: 1 filed schedules
- Filing history: 13 filing years from 2011 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 — Financial Efficiency: Mission deployment rate scored 20/100.
- High — Growth: Program expense growth scored 0/100.
- High — Growth: Revenue growth scored 0/100.
- High — Sustainability: Operating margin scored 27/100.
- High — Sustainability: Total-asset coverage ratio scored 27/100.
- High — Growth: Asset growth scored 0/100.
- Review — Sustainability: Officer compensation ratio scored 56/100.