Rotary Club of New Richmond

Nonprofit profile at a glance

EIN
391594112
IRS 990-EZ coverage
2018–2024
Forms available
Form 990-EZ 2024
Location
New Richmond, WI, USA
Phone
7153573013
Rating
44
Verdict
MIXED
Rating confidence
Moderate

Reported finances

Revenue
$28,989
Expenses
$22,255
Assets
$66,359

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

Leadership & pay

7 people listed

Executive titles in this filing

  • JACOB HUTCHINS (PRESIDENT)

People named in this filing

  • AMY LUND (EXECUTIVE SE)
  • JESSICA KEOPPLE (TREASURER)
  • ALAN KIECKER (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

To provide services to others, promote integrity, and advance world understanding, goodwill, and peace through fellowshiop of business, professional and community leaders.

Operating model

Revenue model
Mixed. Its operating money came from several sources; no one source provided a clear majority.
Distribution model
Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

The verdict

MIXED - The filed numbers largely add up and revenue comfortably covers expenses. 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: 13
  • Transparency & Controls: 82
  • Sustainability: 64
  • Growth: 40

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 12%; rating input score 12
  • Program expense ratio: 14.6%; rating input score 15

Transparency & Controls

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

Sustainability

  • Operating margin: 23.2%; rating input score 76; 76th percentile among comparable filings
  • Total-asset coverage ratio: 2.98; rating input score 74; 74th 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: -11.2% per year; rating input score 0; 26th percentile among comparable filings
  • Revenue growth: 0.3% per year; rating input score 100; 53rd percentile among comparable filings
  • Asset growth: -2.4% per year; rating input score 0; 30th percentile among comparable filings

Details

  • Where the money goes: 12% of revenue deployed · 14.6% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment · $3K in reported program spending
  • Leadership: top reported pay $0 · 7 people listed
  • Consistency: 6 of 6 current checks pass
  • Schedules: 2 filed schedules
  • Filing history: 5 filing years from 2018 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 12/100.
  • High — Financial Efficiency: Program expense ratio scored 15/100.
  • High — Growth: Program expense growth scored 0/100.
  • High — Growth: Asset growth scored 0/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.