Rotary International Appleton

Nonprofit profile at a glance

EIN
390817197
IRS 990-EZ coverage
2011–2025
Forms available
Form 990-EZ 2025, Form 990-N 2017
Location
Appleton, WI, USA
Phone
9207337385
Rating
86
Verdict
STRONG
Rating confidence
Moderate

Reported finances

Revenue
$46,822
Expenses
$44,910
Assets
$93,578

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

Leadership & pay

11 people listed

Executive titles in this filing

  • ERIN SCHULTZ-WEGE (PRESIDENT)

People named in this filing

  • COLLEEN RORTVEDT (PAST PRESID)
  • ERIN SCHULTZ-WEGE (PRESIDENT)
  • REBECCA BOULANGER (BOARD OF DIR)

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

To promote charitable and educational activities worldwide.

What it reported doing in 2025

Youth activities - on october 2-3, 2021, the club sponsored one student to attend camp manitowish for rotary youth leadership awards (ryla) which is an intensive leadership experience organized by rotary clubs and districts. This camp helps develop leadership skills while having fun and making connections. The club also presented bright future awards to students who have overcome obstacles in their lives and was able to graduate high school. These students were offered the opportunity to apply for a scholarship for higher education. Four students received scholarships to fox valley technical college and one to u. W. Oshkosh.

Operating model

Revenue model
Mixed. Its operating money came from several sources; no one source provided a clear majority.
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

STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Revenue has declined or grown slowly and expenses are high relative to revenue.

Rating breakdown

  • Financial Efficiency: 96
  • Transparency & Controls: 82
  • Sustainability: 50
  • Growth: 60

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 94.9%; rating input score 95
  • Program expense ratio: 98.9%; rating input score 99

Transparency & Controls

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

Sustainability

  • Operating margin: 4.1%; rating input score 52; 52nd percentile among comparable filings
  • Total-asset coverage ratio: 2.08; rating input score 66; 66th percentile among comparable filings
  • Liabilities to assets ratio: Limited
  • Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings

Growth

  • Program expense growth: 3.4% per year; rating input score 100; 57th percentile among comparable filings
  • Revenue growth: -6.3% per year; rating input score 0; 31st percentile among comparable filings
  • Asset growth: 5.4% per year; rating input score 100; 57th percentile among comparable filings

Details

  • Where the money goes: 94.9% of revenue deployed · 98.9% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 3 filed program accomplishments · $44K in reported program spending
  • Leadership: top reported pay $0 · 11 people listed
  • Consistency: 6 of 6 current checks pass
  • Schedules: 1 filed schedules
  • Filing history: 15 filing years from 2011 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 — Growth: Revenue growth scored 0/100.
  • Review — Sustainability: Operating margin scored 52/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.