Rotary International Marshalltown

Nonprofit profile at a glance

EIN
420722948
IRS 990-EZ coverage
2015–2024
Forms available
Form 990 2014, Form 990-EZ 2024
Location
Marshalltown, IA, USA
Phone
6413663330
Rating
81
Verdict
STRONG
Rating confidence
Moderate

Reported finances

Revenue
$102,386
Expenses
$100,973
Assets
$55,770

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

Leadership & pay

12 people listed

Executive titles in this filing

  • LINDA HAVELKA (PRESIDENT)
  • ERIN MCGREGOR (PRESIDENT EL)
  • KELLI THURSTON (PRESIDENT-EL)
  • JULIE HITCHENS (PRESIDENT)

People named in this filing

  • AMANDA ACCOLA (BOARD MEMBER)
  • ROGER GROTELUSCHEN (TREASURER)
  • LINDA HAVELKA (PRESIDENT)

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

Civic league

What it reported doing in 2024

Weekly meetings are held to allow members opportunities to meet & discuss current social & civic topics, speakers are invited to address the membership

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. Program spending has declined or grown slowly and revenue has declined or grown slowly.

Rating breakdown

  • Financial Efficiency: 92
  • Transparency & Controls: 82
  • Sustainability: 37
  • Growth: 0

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 91.6%; rating input score 92
  • Program expense ratio: 92.8%; rating input score 93

Transparency & Controls

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

Sustainability

  • Operating margin: 1.4%; rating input score 38; 38th percentile among comparable filings
  • Total-asset coverage ratio: 0.55; rating input score 41; 41st percentile among comparable filings
  • Liabilities to assets ratio: Limited
  • Officer compensation ratio: 0%; rating input score 63; 63rd percentile among comparable filings

Growth

  • Program expense growth: -3.3% per year; rating input score 0; 22nd percentile among comparable filings
  • Revenue growth: -3.1% per year; rating input score 0; 12th percentile among comparable filings
  • Asset growth: -0.7% per year; rating input score 0; 25th percentile among comparable filings

Details

  • Where the money goes: 91.6% of revenue deployed · 92.8% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 3 filed program accomplishments · $94K in reported program spending
  • Leadership: top reported pay $0 · 12 people listed
  • Consistency: 6 of 6 current checks pass
  • Schedules: 1 filed schedules
  • Filing history: 9 filing years from 2015 to 2024
  • Contacts: How to reach this organization
  • Money network: 1 filed money-flow record
  • Related organizations: 1 filed related-organization link
  • 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: Program expense growth scored 0/100.
  • High — Growth: Revenue growth scored 0/100.
  • Moderate — Sustainability: Operating margin scored 38/100.
  • High — Growth: Asset growth scored 0/100.
  • Moderate — Sustainability: Total-asset coverage ratio scored 41/100.