Rotary International

Nonprofit profile at a glance

EIN
391637293
IRS 990-EZ coverage
2021–2025
Forms available
Form 990-EZ 2025
Location
Brookfield, WI, USA
Rating
39
Verdict
REVIEW
Rating confidence
Moderate

Reported finances

Revenue
$55,626
Expenses
$58,823
Assets
$16,379
Liabilities
$1,796

Source: IRS Form 990-EZ. Selected filing: tax year 2025. Amounts in USD.

Leadership & pay

12 people listed

Executive titles in this filing

  • Dave Engle (President)
  • Bill Petterson (Vice President)
  • Thomas Steinbach (Immediate Past President)
  • Mike Hogan (Past President)

People named in this filing

  • Dave Engle (President)
  • Bill Petterson (Vice President)
  • Greg (Bonk)

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 2025. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Conduct weekly meetings of civic leaders to promote community service Support local and national charities with grants through the Elmbrook Rotary Foundation - a separate 501c3 Support local civic organizations and schools through Elmbrook Rotary Foundation

What it reported doing in 2025

Youth Programs and sponsorships

Operating model

Revenue model
Earned-program. 100% of the money available for current operations came from fees and other program revenue.
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

REVIEW - 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: 5
  • Transparency & Controls: 82
  • Sustainability: 30
  • Growth: 40

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 5%; rating input score 5
  • Program expense ratio: 4.7%; rating input score 5

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 51st percentile among comparable filings
  • Major donor itemization: Limited

Sustainability

  • Operating margin: -5.7%; rating input score 33; 33rd percentile among comparable filings
  • Total-asset coverage ratio: 0.28; rating input score 22; 22nd percentile among comparable filings
  • Liabilities to assets ratio: 0.11; rating input score 14; 14th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings

Growth

  • Program expense growth: 23.7% per year; rating input score 100; 84th percentile among comparable filings
  • Revenue growth: -3.9% per year; rating input score 0; 37th percentile among comparable filings
  • Asset growth: -4% per year; rating input score 0; 26th percentile among comparable filings

Details

  • Where the money goes: 5% of revenue deployed · 4.7% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 2 filed program accomplishments · $3K 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: 5 filing years from 2021 to 2025
  • 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 5/100.
  • High — Financial Efficiency: Program expense ratio scored 5/100.
  • High — Growth: Revenue growth scored 0/100.
  • Moderate — Sustainability: Operating margin scored 33/100.
  • High — Sustainability: Total-asset coverage ratio scored 22/100.
  • High — Growth: Asset growth scored 0/100.
  • High — Sustainability: Liabilities to assets ratio scored 14/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.