Rotary International Joliet Inc Rotary Club

Nonprofit profile at a glance

EIN
366109823
IRS 990-EZ coverage
2010–2024
Forms available
Form 990-EZ 2024
Location
Joliet, IL, USA
Phone
8158462420
Rating
70
Verdict
SUPPORTED
Rating confidence
Moderate

Official website

Reported finances

Revenue
$73,713
Expenses
$55,290
Assets
$252,068
Liabilities
$1,220

Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

10 people listed

Executive titles in this filing

  • MEGAN MILLEN (PRESIDENT)
  • TRACY SIMONS (PRESIDENT NOMINEE)
  • JOHN SPESIA (PRESIDENT ELECT)
  • DIANE CEPELA (PAST PRESIDENT)

People named in this filing

  • MEGAN MILLEN (PRESIDENT)
  • BRADLEY MCCANN (TREASURER)
  • JENNIFER LYNCH (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 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

To encourage and foster the ideal of service as a basis of worthy enterprise and, in particular, to encourage and foster (1) the development of acquaintance as an opportunity for service (2) the high ethical standards in business and professions; the recognition of the worthiness of all useful occupations; and the dignifying of each rotarian's occupation as an opportunity to serve society (3) the application of the ideal of service in each rotarian's personal, business and community life and (4) the advancement of international understanding, goodwill, and peace through a world fellowship of business and professional person united in the ideal of service.

What it reported doing in 2024

Assisted other non-profit organizations projects and scholarships.

Operating model

Revenue model
Membership-supported. 65% of the money available for current operations came from membership dues.
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 program spending has grown recently. A relatively small share of available resources goes toward mission work and liabilities are high compared with assets.

Rating breakdown

  • Financial Efficiency: 57
  • Transparency & Controls: 82
  • Sustainability: 71
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 54.1%; rating input score 54
  • Program expense ratio: 61.7%; rating input score 62

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
  • Major donor itemization: Limited

Sustainability

  • Operating margin: 25%; rating input score 78; 78th percentile among comparable filings
  • Total-asset coverage ratio: 4.56; rating input score 82; 82nd percentile among comparable filings
  • Liabilities to assets ratio: 0; rating input score 31; 31st percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings

Growth

  • Program expense growth: 0% per year; rating input score 100; 48th percentile among comparable filings
  • Revenue growth: 1.2% per year; rating input score 100; 57th percentile among comparable filings
  • Asset growth: 4.7% per year; rating input score 100; 57th percentile among comparable filings

Details

  • Where the money goes: 54.1% of revenue deployed · 61.7% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment · $34K in reported program spending
  • Leadership: top reported pay $0 · 10 people listed
  • Consistency: 8 of 8 current checks pass
  • Schedules: 1 filed schedules
  • Filing history: 13 filing years from 2010 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.

  • Review — Financial Efficiency: Mission deployment rate scored 54/100.
  • Moderate — Sustainability: Liabilities to assets ratio scored 31/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.