The Valley Rotary Club

Nonprofit profile at a glance

EIN
030341140
IRS 990-EZ coverage
2015–2024
Forms available
Form 990-EZ 2024
Location
Waitsfield, VT, USA
Phone
7817715568
Rating
90
Verdict
STRONG
Rating confidence
Moderate
Sector
Community Service Clubs

Reported finances

Revenue
$91,523
Expenses
$135,435
Assets
$135,458
Liabilities
$0

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

Leadership & pay

11 people listed

Executive titles in this filing

  • MICHAEL CURTIN (PRESIDENT)
  • SUSAN KLEIN (PRESIDENT ELECT)
  • MICHAEL LEICHLITER (VICE PRESIDENT)

People named in this filing

  • MICHAEL CURTIN (PRESIDENT)
  • SUSAN KLEIN (PRESIDENT ELECT)
  • MICHAEL LEICHLITER (VICE 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

Distribute supporting direct project costs, grants and scholarships to the community at large including scholarships, habitat for humanity, senior ride program and a nonprofit child center

What it reported doing in 2024

Club gave out over $113,000 in grants, scholarships and hands-on project expenses

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 67% 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. Expenses are high relative to revenue and total assets are small relative to annual expenses; liquid coverage is unknown.

Rating breakdown

  • Financial Efficiency: 100
  • Transparency & Controls: 82
  • Sustainability: 34
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 100%; rating input score 100
  • Program expense ratio: 100%; rating input score 100

Transparency & Controls

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

Sustainability

  • Operating margin: -48%; rating input score 13; 13th percentile among comparable filings
  • Total-asset coverage ratio: 1; rating input score 46; 46th 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: 4.8% per year; rating input score 100; 62nd percentile among comparable filings
  • Revenue growth: 3.4% per year; rating input score 100; 66th percentile among comparable filings
  • Asset growth: 4.6% per year; rating input score 100; 56th percentile among comparable filings

Details

  • Where the money goes: 100% of revenue deployed · 100% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment · $135K in reported program spending
  • Leadership: top reported pay $0 · 11 people listed
  • Consistency: 9 of 9 current checks pass
  • Schedules: 2 filed schedules
  • Filing history: 7 filing years from 2015 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 — Sustainability: Operating margin scored 13/100.
  • Moderate — Sustainability: Total-asset coverage ratio scored 46/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.