The Trumbull Rotary Foundation Inc
Nonprofit profile at a glance
- EIN
- 061503380
- IRS 990-EZ coverage
- 2010–2024
- Forms available
- Form 990 2022, Form 990-EZ 2024
- Location
- Trumbull, CT, USA
- Phone
- 2033758499
- Rating
- 49
- Verdict
- MIXED
- Rating confidence
- Moderate
- Sector
- Public Foundations
Reported finances
- Revenue
- $101,416
- Expenses
- $120,920
- Assets
- $180,918
- Liabilities
- $83,867
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
7 people listed
Executive titles in this filing
- KATHLEEN EIGENRAUCH (PRESIDENT)
- FREDERICK PETROSSI (VICE PRESIDENT)
People named in this filing
- KATHLEEN EIGENRAUCH (PRESIDENT)
- STEVEN BOZEK (RECORDING SECETARY)
- BRENDA FINIZIO (FOUNDATION 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
Support education and charitable purposes
What it reported doing in 2024
Provides scholarships to high school students. Supportsthe school system and contributes to local, nationaland international charities
Operating model
- Revenue model
- Mixed. Its operating money came from several sources; no one source provided a clear majority.
- 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 and program spending has grown recently. 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: 24
- Transparency & Controls: 76
- Sustainability: 34
- Growth: 100
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 26.1%; rating input score 26
- Program expense ratio: 21.9%; rating input score 22
Transparency & Controls
- Consistency checks: 92.9%; rating input score 93; 3rd percentile among comparable filings
- Major donor itemization: Limited
Sustainability
- Operating margin: -19.2%; rating input score 8; 8th percentile among comparable filings
- Total-asset coverage ratio: 1.5; rating input score 72; 72nd percentile among comparable filings
- Liabilities to assets ratio: 0.46; rating input score 11; 11th percentile among comparable filings
- Officer compensation ratio: 0%; rating input score 63; 63rd percentile among comparable filings
Growth
- Program expense growth: 6.5% per year; rating input score 100; 52nd percentile among comparable filings
- Revenue growth: 3.4% per year; rating input score 100; 39th percentile among comparable filings
- Asset growth: 4.7% per year; rating input score 100; 44th percentile among comparable filings
Details
- Where the money goes: 26.1% of revenue deployed · 21.9% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 1 filed program accomplishment · $26K in reported program spending
- Leadership: top reported pay $0 · 7 people listed
- Consistency: 7 of 8 current checks pass · 1 finding to review
- Schedules: 3 filed schedules
- Filing history: 14 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 26/100.
- High — Financial Efficiency: Program expense ratio scored 22/100.
- Moderate — Transparency & Controls: Part III transfer expenses within program total did not reconcile in the filed values.
- High — Sustainability: Operating margin scored 8/100.
- High — Sustainability: Liabilities to assets ratio scored 11/100.