Rotary Club of West Allis
Nonprofit profile at a glance
- EIN
- 396077985
- IRS 990-EZ coverage
- 2022–2024
- Forms available
- Form 990-EZ 2024
- Location
- West Allis, WI, USA
- Phone
- 4147747423
- Rating
- 42
- Verdict
- MIXED
- Rating confidence
- Moderate
Reported finances
- Revenue
- $32,295
- Expenses
- $31,639
- Assets
- $9,331
- Liabilities
- $0
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
12 people listed
Executive titles in this filing
- David Owens (President)
- Steven Affeldt (Vice President)
People named in this filing
- David Owens (President)
- Steven Affeldt (Vice President)
- Jeannette Bell (Secretary)
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
Civic Improvement
What it reported doing in 2024
Rotary International Foundation - Various charitable contributions
Operating model
- Revenue model
- Membership-supported. 80% of the money available for current operations came from membership dues.
- Distribution model
- Grant intermediary. The nonprofit sent 100% 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: 15
- Transparency & Controls: 82
- Sustainability: 44
- Growth: 0
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 15.3%; rating input score 15
- Program expense ratio: 15.6%; rating input score 16
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
- Major donor itemization: Limited
Sustainability
- Operating margin: 2%; rating input score 50; 50th percentile among comparable filings
- Total-asset coverage ratio: 0.29; rating input score 21; 21st percentile among comparable filings
- Liabilities to assets ratio: 0; rating input score 68; 68th percentile among comparable filings
- Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings
Growth
- Program expense growth: -38.9% per year; rating input score 0; 10th percentile among comparable filings
- Revenue growth: -2.4% per year; rating input score 0; 42nd percentile among comparable filings
- Asset growth: -12.7% per year; rating input score 0; 15th percentile among comparable filings
Details
- Where the money goes: 15.3% of revenue deployed · 15.6% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 3 filed program accomplishments · $5K in reported program spending
- Leadership: top reported pay $0 · 12 people listed
- Consistency: 9 of 9 current checks pass
- Schedules: 1 filed schedules
- Filing history: 3 filing years from 2022 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 15/100.
- High — Financial Efficiency: Program expense ratio scored 16/100.
- High — Growth: Program expense growth scored 0/100.
- High — Growth: Revenue growth scored 0/100.
- Review — Sustainability: Operating margin scored 50/100.
- High — Sustainability: Total-asset coverage ratio scored 21/100.
- High — Growth: Asset growth scored 0/100.
- Review — Sustainability: Officer compensation ratio scored 56/100.