Valparaiso Rotary Club Memorial Foundation Inc
Nonprofit profile at a glance
- EIN
- 237051650
- IRS 990-EZ coverage
- 2024–2025
- Forms available
- Form 990-EZ 2025, Form 990-N 2023
- Location
- Valparaiso, IN, USA
- Phone
- 6302543425
- Rating
- 86
- Verdict
- STRONG
- Rating confidence
- Moderate
- Sector
- Scholarships, Student Financial Aid Services, Awards
Reported finances
- Revenue
- $85,170
- Expenses
- $50,688
- Assets
- $428,580
Source: IRS Form 990-EZ. Selected filing: tax year 2025. Amounts in USD.
Leadership & pay
7 people listed
Executive titles in this filing
- MARTIN SONNENBERG (PRESIDENT)
People named in this filing
- MARTIN SONNENBERG (PRESIDENT)
- ACO SIKOSKI (SECRETARY)
- BARBARA REGNITZ (TREASUERE)
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
To receive and administer funds for scientific, educational, and charitable and civid purposes, all for the public good.
What it reported doing in 2025
Administer scholarships
Operating model
- Revenue model
- Mixed. Its operating money came from several sources; no one source provided a clear majority.
- 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. Reported officer compensation is a large share of total spending, which may reflect staffing concentration.
Rating breakdown
- Financial Efficiency: 89
- Transparency & Controls: 82
- Sustainability: 74
- Growth: 100
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 83.4%; rating input score 83
- Program expense ratio: 99.5%; rating input score 100
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 51st percentile among comparable filings
- Major donor itemization: Limited
Sustainability
- Operating margin: 40.5%; rating input score 86; 86th percentile among comparable filings
- Total-asset coverage ratio: 8.46; rating input score 90; 90th 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: 17.8% per year; rating input score 100; 79th percentile among comparable filings
- Revenue growth: 28.8% per year; rating input score 100; 93rd percentile among comparable filings
- Asset growth: 200% per year; rating input score 100; 100th percentile among comparable filings
Details
- Where the money goes: 83.4% of revenue deployed · 99.5% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 2 filed program accomplishments · $50K in reported program spending
- Leadership: top reported pay $0 · 7 people listed
- Consistency: 6 of 6 current checks pass
- Schedules: 2 filed schedules
- Filing history: 2 filing years from 2024 to 2025
- Contacts: How to reach this organization
- Money network: Resolved incoming and outgoing counterparties from filed money flows.
- Related organizations: Filed and resolved organization relationships.
- 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.
- Review — Sustainability: Officer compensation ratio scored 56/100.