Walworth Fontana Rotary Foundation

Nonprofit profile at a glance

EIN
201195091
IRS 990-EZ coverage
2019–2024
Forms available
Form 990-EZ 2024
Location
Walworth, WI, USA
Phone
2622031739
Rating
81
Verdict
STRONG
Rating confidence
Moderate
Sector
Community Service Clubs

Official website

Reported finances

Revenue
$107,244
Expenses
$106,817
Assets
$123,802
Liabilities
$17,209

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

Leadership & pay

9 people listed

Executive titles in this filing

  • STEVE TORRES (PRESIDENT EL)
  • BILL RING (PRESIDENT)

People named in this filing

  • DON VANDELLO (EXECUTIVE SE)
  • HEIDI ALTEN (VICE PRESIDE)
  • STEVE TORRES (PRESIDENT EL)

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

To promote rotary international in helping to overcome hunger, poverty, disease and other root causes of conflict in parts of the world by providing monetary funding: to assist charities at the local level that demonstrate the high ethical standards of rotary international in providing humanitarian services: and to help build goodwil and peace in the world.

What it reported doing in 2024

Social events

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 81% 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: 90
  • Transparency & Controls: 82
  • Sustainability: 45
  • Growth: 20

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 89.7%; rating input score 90
  • Program expense ratio: 89.6%; rating input score 90

Transparency & Controls

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

Sustainability

  • Operating margin: 0.4%; rating input score 35; 35th percentile among comparable filings
  • Total-asset coverage ratio: 1.16; rating input score 64; 64th percentile among comparable filings
  • Liabilities to assets ratio: 0.14; rating input score 21; 21st percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 63; 63rd percentile among comparable filings

Growth

  • Program expense growth: -6% per year; rating input score 0; 18th percentile among comparable filings
  • Revenue growth: -2.8% per year; rating input score 0; 12th percentile among comparable filings
  • Asset growth: 9.5% per year; rating input score 100; 60th percentile among comparable filings

Details

  • Where the money goes: 89.7% of revenue deployed · 89.6% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment · $96K in reported program spending
  • Leadership: top reported pay $0 · 9 people listed
  • Consistency: 8 of 8 current checks pass
  • Schedules: 3 filed schedules
  • Filing history: 6 filing years from 2019 to 2024
  • Contacts: How to reach this organization
  • Money network: Resolved incoming and outgoing counterparties from filed money flows.
  • 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.
  • Moderate — Sustainability: Operating margin scored 35/100.
  • High — Sustainability: Liabilities to assets ratio scored 21/100.