Rotary Club of Naperville Charities
Nonprofit profile at a glance
- EIN
- 263120916
- IRS 990-EZ coverage
- 2009–2024
- Forms available
- Form 990 2011, Form 990-EZ 2024
- Location
- Naperville, IL, USA
- Phone
- 6306603489
- Rating
- 95
- Verdict
- STRONG
- Rating confidence
- Moderate
- Sector
- Fund Raising and Fund Distribution
Reported finances
- Revenue
- $131,042
- Expenses
- $128,063
- Assets
- $101,218
- Liabilities
- $2,626
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
12 people listed
Executive titles in this filing
- Jacque Clermont (President)
- Michael Calabrese (President Elect)
- Chris Phalon (President Nominee)
- Richard Tatara (Past President)
People named in this filing
- Barry McKeown (Director)
- Donna Malone (Director)
- Kim White (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
The Organization was established exclusively for charitable and educational purposes to raise funds and make distributions to other tax exempt organizations in the Naperville area.
What it reported doing in 2024
The organization made donations in excess of $50,000 to charitable organizations in and around the Naperville community which provide a variety of services including increasing awareness of, and improving, mental health, as well as for educational purposes.
Operating model
- Revenue model
- Donor-supported. 97% of the money available for current operations came from contributions and gifts.
- Distribution model
- Cannot be determined from the filing. The filing does not provide enough consistent spending detail to tell whether the nonprofit works directly or through others.
The verdict
STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Some filed totals do not add up and revenue has declined or grown slowly.
Rating breakdown
- Financial Efficiency: 100
- Transparency & Controls: 100
- Sustainability: 46
- Growth: 60
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 100%; rating input score 100
- Program expense ratio: 100%; rating input score 100
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
- Major donor itemization: Yes; rating input score 100
Sustainability
- Operating margin: 2.3%; rating input score 41; 41st percentile among comparable filings
- Total-asset coverage ratio: 0.79; rating input score 52; 52nd percentile among comparable filings
- Liabilities to assets ratio: 0.03; rating input score 35; 35th percentile among comparable filings
- Officer compensation ratio: 0%; rating input score 63; 63rd percentile among comparable filings
Growth
- Program expense growth: 0.9% per year; rating input score 100; 32nd percentile among comparable filings
- Revenue growth: -3.8% per year; rating input score 0; 10th percentile among comparable filings
- Asset growth: 7.1% per year; rating input score 100; 52nd percentile among comparable filings
Details
- Where the money goes: 100% of revenue deployed · 100% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 3 filed program accomplishments · $161K in reported program spending
- Leadership: top reported pay $0 · 12 people listed
- Consistency: 8 of 9 current checks pass · 1 finding to review
- Schedules: 4 filed schedules
- Filing history: 14 filing years from 2009 to 2024
- Contacts: How to reach this organization
- Money network: 3 filed money-flow records
- Related organizations: 4 filed related-organization links
- 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 — Transparency & Controls: Part III program expenses within total did not reconcile in the filed values.
- High — Growth: Revenue growth scored 0/100.
- Moderate — Sustainability: Operating margin scored 41/100.
- Review — Sustainability: Total-asset coverage ratio scored 52/100.
- Moderate — Sustainability: Liabilities to assets ratio scored 35/100.