Rotary Club of Wenatchee Confluence
Nonprofit profile at a glance
- EIN
- 830682834
- IRS 990-EZ coverage
- 2021–2024
- Forms available
- Form 990-EZ 2024, Form 990-N 2020
- Location
- Wenatchee, WA, USA
- Phone
- 5096625951
- Rating
- 51
- Verdict
- MIXED
- Rating confidence
- Moderate
Reported finances
- Revenue
- $126,089
- Expenses
- $101,954
- Assets
- $61,803
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
12 people listed
Executive titles in this filing
- Brian Brennan (President)
- Brooke Compton (Vice President)
- Robert Tidd (Past President)
- Brett McDonald (President-Elect)
People named in this filing
- Brian Brennan (President)
- Brooke Compton (Vice President)
- Robert Tidd (Past President)
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 carry out charitable activities consistent with the Rotary Intl motto of Service Above Self, supporting education, nutrition, sanitation and the environment.
What it reported doing in 2024
Youth Exchange Program - over the past several years an exchange student has been sponsored to come to Wenatchee, attend the local high school and participate in local Rotary club events.
Operating model
- Revenue model
- Donor-supported. 84% 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
MIXED - The filed numbers largely add up and revenue has grown recently. 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: 11
- Transparency & Controls: 100
- Sustainability: 54
- Growth: 60
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 10.2%; rating input score 10
- Program expense ratio: 12.6%; rating input score 13
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: 19.1%; rating input score 73; 73rd percentile among comparable filings
- Total-asset coverage ratio: 0.61; rating input score 43; 43rd percentile among comparable filings
- Liabilities to assets ratio: Limited
- Officer compensation ratio: 0%; rating input score 63; 63rd percentile among comparable filings
Growth
- Program expense growth: -10.1% per year; rating input score 0; 14th percentile among comparable filings
- Revenue growth: 20.6% per year; rating input score 100; 84th percentile among comparable filings
- Asset growth: 14.7% per year; rating input score 100; 72nd percentile among comparable filings
Details
- Where the money goes: 10.2% of revenue deployed · 12.6% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 3 filed program accomplishments · $13K in reported program spending
- Leadership: top reported pay $0 · 12 people listed
- Consistency: 7 of 8 current checks pass · 1 finding to review
- Schedules: 2 filed schedules
- Filing history: 4 filing years from 2021 to 2024
- Contacts: How to reach this organization
- 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 10/100.
- High — Financial Efficiency: Program expense ratio scored 13/100.
- Moderate — Transparency & Controls: Part III transfer expenses within program total did not reconcile in the filed values.
- High — Growth: Program expense growth scored 0/100.
- Moderate — Sustainability: Total-asset coverage ratio scored 43/100.