Rotary International Belmont Rotary

Nonprofit profile at a glance

EIN
946091303
IRS 990-EZ coverage
2024–2025
Forms available
Form 990-EZ 2025, Form 990-N 2023
Location
Belmont, CA, USA
Rating
66
Verdict
SUPPORTED
Rating confidence
Moderate

Reported finances

Revenue
$60,566
Expenses
$56,054
Assets
$6,574
Liabilities
$2,495

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

Leadership & pay

3 people listed

Executive titles in this filing

  • Joyce Bartel (President)

People named in this filing

  • Joyce Bartel (President)
  • Karen Haas-Foletta (Treasurer)
  • Chris Keller (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 2025. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

We are a Rotary Club and a part of Rotary International one of the largest service organizations in the world. The self-declared mission of Rotary as stated on its website is to provide service to others promote integrity and advance world understanding goodwill and peace through [the] fellowship of business professional and community leaders. It is a non-political and non-religious organization. Membership is by application or invitation and based on various social factors. There are over 46,000 member clubs worldwide with a membership of 1.4 million individuals known as Rotarians.

What it reported doing in 2025

Community Education via weekly speakers on relevant topics

Operating model

Revenue model
Earned-program. 61% 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

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 program spending has declined or grown slowly.

Rating breakdown

  • Financial Efficiency: 60
  • Transparency & Controls: 82
  • Sustainability: 39
  • Growth: 20

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 57.6%; rating input score 58
  • Program expense ratio: 62.3%; rating input score 62

Transparency & Controls

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

Sustainability

  • Operating margin: 7.4%; rating input score 57; 57th percentile among comparable filings
  • Total-asset coverage ratio: 0.12; rating input score 14; 14th percentile among comparable filings
  • Liabilities to assets ratio: 0.38; rating input score 9; 9th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings

Growth

  • Program expense growth: -1.5% per year; rating input score 0; 43rd percentile among comparable filings
  • Revenue growth: -0.6% per year; rating input score 0; 47th percentile among comparable filings
  • Asset growth: 60.2% per year; rating input score 100; 96th percentile among comparable filings

Details

  • Where the money goes: 57.6% of revenue deployed · 62.3% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 2 filed program accomplishments · $35K in reported program spending
  • Leadership: top reported pay $0 · 3 people listed
  • Consistency: 8 of 8 current checks pass
  • Schedules: 1 filed schedules
  • Filing history: 2 filing years from 2024 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 58/100.
  • High — Growth: Program expense growth scored 0/100.
  • High — Growth: Revenue growth scored 0/100.
  • High — Sustainability: Total-asset coverage ratio scored 14/100.
  • Review — Sustainability: Operating margin scored 57/100.
  • High — Sustainability: Liabilities to assets ratio scored 9/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.