Shelton Rotary Foundation

Nonprofit profile at a glance

EIN
464616324
IRS 990-EZ coverage
2024–2025
Forms available
Form 990-EZ 2025, Form 990-N 2025
Location
Shelton, WA, USA
Phone
3604276117
Rating
85
Verdict
STRONG
Rating confidence
Moderate
Sector
Human Service Organizations

Reported finances

Revenue
$45,105
Expenses
$33,058
Assets
$111,529

Source: IRS Form 990-EZ. Selected filing: tax year 2025. Amounts in USD.

Leadership & pay

9 people listed

Executive titles in this filing

  • MARCIE MCKAIG (PRESIDENT)

People named in this filing

  • MARCIE MCKAIG (PRESIDENT)
  • KRISTY BUCK (TREASURER)
  • PAM WARD (SECRETARY)

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 purpose of the shelton rotary foundation is to identify the funding plan, financial goals and charitable beneficiaries to be derived from the the fundraising efforts of the rotary club of shelton, Washington.

What it reported doing in 2025

Support of rotary club of shelton, wa.

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 90% 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. Program spending has declined or grown slowly and revenue has declined or grown slowly.

Rating breakdown

  • Financial Efficiency: 81
  • Transparency & Controls: 100
  • Sustainability: 66
  • Growth: 20

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 72.1%; rating input score 72
  • Program expense ratio: 97.4%; rating input score 97

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 51st percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100

Sustainability

  • Operating margin: 26.7%; rating input score 78; 78th percentile among comparable filings
  • Total-asset coverage ratio: 3.37; rating input score 77; 77th 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: -21.1% per year; rating input score 0; 18th percentile among comparable filings
  • Revenue growth: -20.6% per year; rating input score 0; 15th percentile among comparable filings
  • Asset growth: 11.4% per year; rating input score 100; 73rd percentile among comparable filings

Details

  • Where the money goes: 72.1% of revenue deployed · 97.4% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment · $32K in reported program spending
  • Leadership: top reported pay $0 · 9 people listed
  • Consistency: 7 of 7 current checks pass
  • Schedules: 4 filed schedules
  • Filing history: 2 filing years from 2024 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.

  • High — Growth: Program expense growth scored 0/100.
  • High — Growth: Revenue growth scored 0/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.