Rotary International Winona Rotary Club

Nonprofit profile at a glance

EIN
416037532
IRS 990-EZ coverage
2018–2024
Forms available
Form 990-EZ 2024
Location
Winona, MN, USA
Phone
5074593333
Rating
52
Verdict
MIXED
Rating confidence
Moderate

Reported finances

Revenue
$42,879
Expenses
$49,316
Assets
$76,123
Liabilities
$23,800

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

Leadership & pay

11 people listed

Executive titles in this filing

  • Dave Pierret (President)
  • Tim Vodak (Vice President)

People named in this filing

  • Kathy Rollinger (Treasurer)
  • Dave Pierret (President)
  • Terry Klonecki (Director)

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

Encourage and foster the ideal of service as a basis of worthy enterprise.

What it reported doing in 2024

Club Service: Encourage the activities performed by each Rotarian to help make a successful Rotary Club. Vocational Service: Encourage activities which promote the Ideal of Service throughout the business and professional world. Community Service: Every Rotarian is urged to participate individually in those activities which make his or her community a better place to live. Youth services includes contributions to local organizations and programs for the benefit of grade school and high school children to foster literacy, leadership and teamwork. Other community service includes providing funds to local schools city parks and local programs. International Service: Encourage and foster the advancement and goodwill among the people of the world. Funds are provided to foreign Rotary Clubs to assist their communities with literacy, health issues and general welfare. We also support Rotary International Foundation polio plus and other programs and contribute to endowed programs at the local community foundation for international good will and assistance. International youth exchanges are encouraged and supported

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
Transfer-based 990-EZ. The 990-EZ reports grants or member benefits, but it does not separate enough spending to show the nonprofit’s full delivery mix.

The verdict

MIXED - The filed numbers largely add up. A relatively small share of available resources goes toward mission work and revenue has declined or grown slowly.

Rating breakdown

  • Financial Efficiency: 32
  • Transparency & Controls: 82
  • Sustainability: 37
  • Growth: 20

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 51.2%; rating input score 51
  • Program expense ratio: Limited

Transparency & Controls

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

Sustainability

  • Operating margin: -15%; rating input score 26; 26th percentile among comparable filings
  • Total-asset coverage ratio: 1.54; rating input score 58; 58th percentile among comparable filings
  • Liabilities to assets ratio: 0.31; rating input score 11; 11th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings

Growth

  • Program expense growth: Limited
  • Revenue growth: -8.8% per year; rating input score 0; 26th percentile among comparable filings
  • Asset growth: 8.1% per year; rating input score 100; 68th percentile among comparable filings

Details

  • Where the money goes: 51.2% of revenue deployed
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment
  • Leadership: top reported pay $0 · 11 people listed
  • Consistency: 6 of 6 current checks pass
  • Schedules: 2 filed schedules
  • Filing history: 7 filing years from 2018 to 2024
  • Contacts: How to reach this organization
  • Money network: Resolved incoming and outgoing counterparties from filed money flows.
  • 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 51/100.
  • High — Growth: Revenue growth scored 0/100.
  • High — Sustainability: Operating margin scored 26/100.
  • Review — Sustainability: Total-asset coverage ratio scored 58/100.
  • High — Sustainability: Liabilities to assets ratio scored 11/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.