ROTARY INTERNATIONAL Homer Kachemak Bay Rotary Club

Nonprofit profile at a glance

EIN
920119058
IRS 990-EZ coverage
2010–2025
Forms available
Form 990-EZ 2025
Location
Homer, AK, USA
Phone
9072998142
Rating
72
Verdict
SUPPORTED
Rating confidence
Moderate

Official website

Reported finances

Revenue
$88,784
Expenses
$73,095
Assets
$70,160
Liabilities
$0

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

Leadership & pay

4 people listed

Executive titles in this filing

  • Kim Zook (President)
  • Joanne Hansen (Past President)

People named in this filing

  • Kim Zook (President)
  • Joanne Hansen (Past President)
  • Charles Franz (Treasurer)

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

The purposes of this club are to pursue the Object of Rotary International, carry out successful service projects based on the Five Avenues of Service, contribute to the advancement of Rotary by strengthening membership, supporting The Rotary Foundation, and develop leaders beyond the club level.

What it reported doing in 2025

Over 1000 people participated in the annual Rotary Health Fair which provided low-cost diagnostic laboratory tests. Approximately 200flu shots were administered for free. Community Service projects were completed which provided funding for a literacy program, community cleanup, Share the Spirit and Thanksgiving food programs, Hospice of Homer, Homer Hockey, a memorial garden project, and domestic violence prevention (Haven House). Our Rotary Club supports two local food pantries. We are also responsible for several Memorial Benches around the community and a memorial garden. Our club also supported several International Service projects. International Service projects provided increased understanding and goodwill throughout the world. We helped fund the Polio Plus program, and KIVA financial assistance program. Additionally, we provided support to the Mulege Rotary Club in Mexico, for a sewer project a literacy program in Guatemala and the Altruist Relief Kitchen providing relief in Ukraine. The Vocational Service Committee provided scholarships for local students in college and trade programs amounting to $9,500.

Operating model

Revenue model
Earned-program. 80% of the money available for current operations came from fees and other program revenue.
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

SUPPORTED - The filed numbers largely add up and a large share of total spending goes to programs. A relatively small share of available resources goes toward mission work and some filed totals do not add up.

Rating breakdown

  • Financial Efficiency: 62
  • Transparency & Controls: 82
  • Sustainability: 60
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 57.4%; rating input score 57
  • Program expense ratio: 69.8%; rating input score 70

Transparency & Controls

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

Sustainability

  • Operating margin: 17.7%; rating input score 69; 69th percentile among comparable filings
  • Total-asset coverage ratio: 0.96; rating input score 46; 46th percentile among comparable filings
  • Liabilities to assets ratio: 0; rating input score 66; 66th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings

Growth

  • Program expense growth: 13.2% per year; rating input score 100; 75th percentile among comparable filings
  • Revenue growth: 2.5% per year; rating input score 100; 60th percentile among comparable filings
  • Asset growth: 6% per year; rating input score 100; 59th percentile among comparable filings

Details

  • Where the money goes: 57.4% of revenue deployed · 69.8% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment · $51K in reported program spending
  • Leadership: top reported pay $0 · 4 people listed
  • Consistency: 8 of 9 current checks pass · 1 finding to review
  • Schedules: 1 filed schedules
  • Filing history: 15 filing years from 2010 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.

  • Review — Financial Efficiency: Mission deployment rate scored 57/100.
  • Moderate — Transparency & Controls: Part III transfer expenses within program total did not reconcile in the filed values.
  • Moderate — Sustainability: Total-asset coverage ratio scored 46/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.