Rotary Intl - Helena Rotary Club

Nonprofit profile at a glance

EIN
810189524
IRS 990-EZ coverage
2010–2024
Forms available
Form 990-EZ 2024
Location
Helena, MT, USA
Phone
4064426121
Rating
89
Verdict
STRONG
Rating confidence
Moderate

Reported finances

Revenue
$91,538
Expenses
$94,703
Assets
$24,173
Liabilities
$0

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

Leadership & pay

10 people listed

Executive titles in this filing

  • KELLY MCDERMOTT (PRESIDENT)
  • MIKE TALIA (VICE PRESIDENT)

People named in this filing

  • CHRIS WALKER (BOARD MEMBER)
  • KATHY BROWN (TREASURER)
  • KELLY MCDERMOTT (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

Social welfare & community service

What it reported doing in 2024

Donations to various charitable organizations, public schools, rotary foundation, scholarships to students

Operating model

Revenue model
Mixed. Its operating money came from several sources; no one source provided a clear majority.
Distribution model
Grant intermediary. The nonprofit sent 71% of its reported program spending out as grants.

The verdict

STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Revenue has declined or grown slowly and expenses are high relative to revenue.

Rating breakdown

  • Financial Efficiency: 91
  • Transparency & Controls: 100
  • Sustainability: 38
  • Growth: 40

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 91.9%; rating input score 92
  • Program expense ratio: 88.8%; rating input score 89

Transparency & Controls

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

Sustainability

  • Operating margin: -3.5%; rating input score 38; 38th percentile among comparable filings
  • Total-asset coverage ratio: 0.26; rating input score 19; 19th percentile among comparable filings
  • Liabilities to assets ratio: 0; rating input score 68; 68th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings

Growth

  • Program expense growth: 1% per year; rating input score 100; 51st percentile among comparable filings
  • Revenue growth: -1% per year; rating input score 0; 47th percentile among comparable filings
  • Asset growth: -3.4% per year; rating input score 0; 28th percentile among comparable filings

Details

  • Where the money goes: 91.9% of revenue deployed · 88.8% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 2 filed program accomplishments · $84K in reported program spending
  • Leadership: top reported pay $0 · 10 people listed
  • Consistency: 9 of 9 current checks pass
  • Schedules: 3 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 — Growth: Revenue growth scored 0/100.
  • Moderate — Sustainability: Operating margin scored 38/100.
  • High — Sustainability: Total-asset coverage ratio scored 19/100.
  • High — Growth: Asset growth scored 0/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.