Rotary Club of Wallingford
Nonprofit profile at a glance
- EIN
- 066068955
- IRS 990-EZ coverage
- 2016–2024
- Forms available
- Form 990-EZ 2024
- Location
- Wallingford, CT, USA
- Phone
- 2032650488
- Rating
- 56
- Verdict
- MIXED
- Rating confidence
- Moderate
Reported finances
- Revenue
- $29,433
- Expenses
- $25,792
- Assets
- $9,286
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
6 people listed
Executive titles in this filing
- DONNA ZONA (PRESIDENT)
- STEPHEN DEBAISE (PRESIDENT EL)
People named in this filing
- DONNA ZONA (PRESIDENT)
- AUTUMN ALLINSON (SECRETARY)
- SARA TAUSSIK (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
The organization's purpose is provide members with an opportunity to participate in civic and charitable works for the benefit of the wallingford community.
What it reported doing in 2024
To provide the membership the ability to support the local, national and international communities.
Operating model
- Revenue model
- Donor-supported. 87% of the money available for current operations came from contributions and gifts.
- Distribution model
- Grant intermediary. The nonprofit sent 84% of its reported program spending out as grants.
The verdict
MIXED - The filed numbers largely add up. 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: 41
- Transparency & Controls: 82
- Sustainability: 44
- Growth: 0
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 39.2%; rating input score 39
- Program expense ratio: 44.7%; rating input score 45
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
- Major donor itemization: Limited
Sustainability
- Operating margin: 12.4%; rating input score 65; 65th percentile among comparable filings
- Total-asset coverage ratio: 0.36; rating input score 24; 24th 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: -3.4% per year; rating input score 0; 39th percentile among comparable filings
- Revenue growth: -0% per year; rating input score 0; 51st percentile among comparable filings
- Asset growth: -3.2% per year; rating input score 0; 28th percentile among comparable filings
Details
- Where the money goes: 39.2% of revenue deployed · 44.7% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 1 filed program accomplishment · $12K in reported program spending
- Leadership: top reported pay $0 · 6 people listed
- Consistency: 7 of 7 current checks pass
- Schedules: 2 filed schedules
- Filing history: 8 filing years from 2016 to 2024
- Contacts: How to reach this organization
- Money network: Resolved incoming and outgoing counterparties from filed money flows.
- 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 — Financial Efficiency: Mission deployment rate scored 39/100.
- Moderate — Financial Efficiency: Program expense ratio scored 45/100.
- High — Growth: Program expense growth scored 0/100.
- High — Growth: Revenue growth scored 0/100.
- High — Sustainability: Total-asset coverage ratio scored 24/100.
- High — Growth: Asset growth scored 0/100.
- Review — Sustainability: Officer compensation ratio scored 56/100.