Rotary International Owatonna

Nonprofit profile at a glance

EIN
416042609
IRS 990-EZ coverage
2010–2024
Forms available
Form 990-EZ 2024
Location
Owatonna, MN, USA
Phone
5074517100
Rating
41
Verdict
MIXED
Rating confidence
Moderate

Reported finances

Revenue
$53,001
Expenses
$61,708
Assets
$22,976
Liabilities
$6,000

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

Leadership & pay

12 people listed

Executive titles in this filing

  • ANN MILLER (PAST PRESIDENT)
  • TOM PARTRIDGE (PRESIDENT)
  • ANNIE HARMAN (PRESIDENT-ELECT)
  • KELLEN HINRICHSEN (PRESIDENT-ELECT NOMINEE)

People named in this filing

  • ANN MILLER (PAST PRESIDENT)
  • TOM PARTRIDGE (PRESIDENT)
  • ANNIE HARMAN (PRESIDENT-ELECT)

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

Through our individual and collective service, to help build vital communities and advance understanding, gooddwill, and peace in the world

What it reported doing in 2024

Community service projects during the year were; hosted vern white awardto honor an individual in the community who embodies the spirit of putting service to others above oneself, distributed dictionaries to elementary students, maintained monarch garden, and honored high school seniors

Operating model

Revenue model
Membership-supported. 80% of the money available for current operations came from membership dues.
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: 13
  • Transparency & Controls: 82
  • Sustainability: 27
  • Growth: 0

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 14.1%; rating input score 14
  • Program expense ratio: 12.1%; rating input score 12

Transparency & Controls

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

Sustainability

  • Operating margin: -16.4%; rating input score 25; 25th percentile among comparable filings
  • Total-asset coverage ratio: 0.37; rating input score 24; 24th percentile among comparable filings
  • Liabilities to assets ratio: 0.26; rating input score 12; 12th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings

Growth

  • Program expense growth: -16.2% per year; rating input score 0; 21st percentile among comparable filings
  • Revenue growth: -2.6% per year; rating input score 0; 41st percentile among comparable filings
  • Asset growth: -3.4% per year; rating input score 0; 28th percentile among comparable filings

Details

  • Where the money goes: 14.1% of revenue deployed · 12.1% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 2 filed program accomplishments · $7K in reported program spending
  • Leadership: top reported pay $0 · 12 people listed
  • Consistency: 8 of 9 current checks pass · 1 finding to review
  • Schedules: 1 filed schedules
  • Filing history: 15 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.

  • High — Financial Efficiency: Mission deployment rate scored 14/100.
  • High — Financial Efficiency: Program expense ratio scored 12/100.
  • Moderate — Transparency & Controls: Part III transfer expenses within program total did not reconcile in the filed values.
  • High — Growth: Program expense growth scored 0/100.
  • High — Growth: Revenue growth scored 0/100.
  • High — Sustainability: Operating margin scored 25/100.
  • High — Sustainability: Total-asset coverage ratio scored 24/100.
  • High — Growth: Asset growth scored 0/100.
  • High — Sustainability: Liabilities to assets ratio scored 12/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.