Rotary International - North Napa
Nonprofit profile at a glance
- EIN
- 237440147
- IRS 990-EZ coverage
- 2012–2025
- Forms available
- Form 990-EZ 2025
- Location
- Napa, CA, USA
- Rating
- 56
- Verdict
- MIXED
- Rating confidence
- Moderate
Reported finances
- Revenue
- $45,275
- Expenses
- $64,717
- Assets
- $39,565
Source: IRS Form 990-EZ. Selected filing: tax year 2025. Amounts in USD.
Leadership & pay
3 people listed
Executive titles in this filing
- MICHAEL WALUND (President)
People named in this filing
- MICHAEL WALUND (President)
- ANTHONY GIACCO (Secretary)
- CHRISTINE BURNS (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 object of Rotary is to encourage and foster the ideal of service as a basis of worthy enterprise and, in particular to encourage and foster: First-the development of acquaintance as an opportunity for service; Second-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; Third-the application of the ideal of service in each Rotarian's person, business and community life; Fourth-the advancement of international understanding, goodwill and peace through a world fellowship of business and professional persons united in the ideal of service.
What it reported doing in 2025
The object of Rotary is to encourage and foster the ideal of service as a basis of worthy enterprise. To this end, various charities are helped throughout the year to accomplish their goals.
Operating model
- Revenue model
- Cannot be determined from the filing. The filing does not provide enough consistent revenue detail to tell how this nonprofit funds its work.
- 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
MIXED - The filed numbers largely add up. A relatively small share of available resources goes toward mission work and a relatively small share of total spending goes to programs.
Rating breakdown
- Financial Efficiency: 43
- Transparency & Controls: 82
- Sustainability: 24
- Growth: 0
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 48.6%; rating input score 49
- Program expense ratio: 34%; rating input score 34
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 51st percentile among comparable filings
- Major donor itemization: Limited
Sustainability
- Operating margin: -42.9%; rating input score 14; 14th percentile among comparable filings
- Total-asset coverage ratio: 0.61; rating input score 36; 36th 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: -1.1% per year; rating input score 0; 44th percentile among comparable filings
- Revenue growth: -2.3% per year; rating input score 0; 41st percentile among comparable filings
- Asset growth: -0.4% per year; rating input score 0; 36th percentile among comparable filings
Details
- Where the money goes: 48.6% of revenue deployed · 34% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 1 filed program accomplishment · $22K in reported program spending
- Leadership: top reported pay $0 · 3 people listed
- Consistency: 6 of 7 current checks pass · 1 finding to review
- Schedules: 2 filed schedules
- Filing history: 13 filing years from 2012 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.
- Moderate — Financial Efficiency: Mission deployment rate scored 49/100.
- Moderate — Financial Efficiency: Program expense ratio scored 34/100.
- Moderate — Transparency & Controls: Part III transfer expenses within program total did not reconcile in the filed values.
- High — Sustainability: Operating margin scored 14/100.
- High — Growth: Program expense growth scored 0/100.
- High — Growth: Revenue growth scored 0/100.
- Moderate — Sustainability: Total-asset coverage ratio scored 36/100.
- High — Growth: Asset growth scored 0/100.
- Review — Sustainability: Officer compensation ratio scored 56/100.