Rotary Foundation of Kelso
Nonprofit profile at a glance
- EIN
- 911719265
- IRS 990-EZ coverage
- 2018–2024
- Forms available
- Form 990-EZ 2024
- Location
- Kelso, WA, USA
- Phone
- 3605605990
- Rating
- 88
- Verdict
- STRONG
- Rating confidence
- Moderate
Reported finances
- Revenue
- $40,322
- Expenses
- $135,549
- Assets
- $117,485
- Liabilities
- $0
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
13 people listed
Executive titles in this filing
- Keenan Harvey (President)
- Larry Timmons (President Elect)
- Dave Houten (Vice President)
- Jeanne Devitt (Past President)
People named in this filing
- Keenan Harvey (President)
- Larry Timmons (President Elect)
- Dave Houten (Vice 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
The Rotary Foundation of Kelso's primary purpose is to give donations to community groups in need of assistance. The organization donates to groups which encourage physical, social, cultural, and intellectual growth with an emphasis on projects which support the wellbeing and education of youth.
What it reported doing in 2024
The Rotary Foundation of Kelso donated a portion of the proceeds of their Lights in the Park event to the Warm Neighbor Fund at Cowlitz Public Utility District
Operating model
- Revenue model
- Donor-supported. 89% of the money available for current operations came from contributions and gifts.
- Distribution model
- Grant intermediary. The nonprofit sent 100% of its reported program spending out as grants.
The verdict
STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Expenses are high relative to revenue and total assets are small relative to annual expenses; liquid coverage is unknown.
Rating breakdown
- Financial Efficiency: 98
- Transparency & Controls: 82
- Sustainability: 29
- Growth: 100
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 100%; rating input score 100
- Program expense ratio: 95.3%; rating input score 95
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
- Major donor itemization: Limited
Sustainability
- Operating margin: -236.2%; rating input score 4; 4th percentile among comparable filings
- Total-asset coverage ratio: 0.87; rating input score 42; 42nd 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: 14.9% per year; rating input score 100; 78th percentile among comparable filings
- Revenue growth: 1.1% per year; rating input score 100; 56th percentile among comparable filings
- Asset growth: 7.5% per year; rating input score 100; 66th percentile among comparable filings
Details
- Where the money goes: 100% of revenue deployed · 95.3% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 4 filed program accomplishments · $129K in reported program spending
- Leadership: top reported pay $0 · 13 people listed
- Consistency: 9 of 9 current checks pass
- Schedules: 3 filed schedules
- Filing history: 6 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 — Sustainability: Operating margin scored 4/100.
- Moderate — Sustainability: Total-asset coverage ratio scored 42/100.
- Review — Sustainability: Officer compensation ratio scored 56/100.