Rotary Western Great Lakes District Conference Inc

Nonprofit profile at a glance

EIN
832654429
IRS 990-EZ coverage
2019–2024
Forms available
Form 990-EZ 2024
Location
Onalaska, WI, USA
Phone
6087694803
Rating
90
Verdict
STRONG
Rating confidence
Moderate
Sector
Professional Societies, Associations

Reported finances

Revenue
$160,808
Expenses
$126,117
Assets
$126,940
Liabilities
$2,564

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

Leadership & pay

17 people listed

People named in this filing

  • Diana Carey (Treasurer)
  • Jeff Reed (Council Chair)
  • Roger Utenhemer (Council Vice Chair)

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

Plan and hold multi-district conferences for Rotary Districts

What it reported doing in 2024

Rotary multi-district conference-2025

Operating model

Revenue model
Earned-program. 83% of the money available for current operations came from fees and other program revenue.
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. Liabilities are high compared with assets.

Rating breakdown

  • Financial Efficiency: 83
  • Transparency & Controls: 100
  • Sustainability: 65
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 74.4%; rating input score 74
  • Program expense ratio: 96.9%; rating input score 97

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: 21.6%; rating input score 76; 76th percentile among comparable filings
  • Total-asset coverage ratio: 1.01; rating input score 60; 60th percentile among comparable filings
  • Liabilities to assets ratio: 0.02; rating input score 37; 37th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 63; 63rd percentile among comparable filings

Growth

  • Program expense growth: 36.6% per year; rating input score 100; 87th percentile among comparable filings
  • Revenue growth: 30.2% per year; rating input score 100; 90th percentile among comparable filings
  • Asset growth: 28.9% per year; rating input score 100; 87th percentile among comparable filings

Details

  • Where the money goes: 74.4% of revenue deployed · 96.9% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment · $122K in reported program spending
  • Leadership: top reported pay $0 · 17 people listed
  • Consistency: 7 of 7 current checks pass
  • Schedules: 3 filed schedules
  • Filing history: 6 filing years from 2019 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.

  • Moderate — Sustainability: Liabilities to assets ratio scored 37/100.