Waunakee Rotary Foundation Inc

Nonprofit profile at a glance

EIN
391513028
IRS 990-EZ coverage
2011–2024
Forms available
Form 990-EZ 2024
Location
Waunakee, WI, USA
Phone
6088496419
Rating
81
Verdict
STRONG
Rating confidence
Moderate

Reported finances

Revenue
$85,721
Expenses
$60,206
Assets
$246,537
Liabilities
$0

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

Leadership & pay

5 people listed

Executive titles in this filing

  • MARK MCFARLAND (PRESIDENT)
  • TOM KENNEDY (VICE PRESIDENT)

People named in this filing

  • MARK MCFARLAND (PRESIDENT)
  • TOM KENNEDY (VICE PRESIDENT)
  • ROSS MAUER (TREASURER)

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

Fundraising and 501(c)(3) contributions.

What it reported doing in 2024

Three scholarships/sponsorships to local high school students based on academics, community involvement and post-high school agreement.

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

STRONG - The filed numbers largely add up and a large share of total spending goes to programs. A relatively small share of available resources goes toward mission work and some filed totals do not add up.

Rating breakdown

  • Financial Efficiency: 65
  • Transparency & Controls: 100
  • Sustainability: 77
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 56.4%; rating input score 56
  • Program expense ratio: 80.3%; rating input score 80

Transparency & Controls

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

Sustainability

  • Operating margin: 29.8%; rating input score 81; 81st percentile among comparable filings
  • Total-asset coverage ratio: 4.09; rating input score 81; 81st 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: 8.2% per year; rating input score 100; 69th percentile among comparable filings
  • Revenue growth: 6% per year; rating input score 100; 74th percentile among comparable filings
  • Asset growth: 3% per year; rating input score 100; 50th percentile among comparable filings

Details

  • Where the money goes: 56.4% of revenue deployed · 80.3% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 3 filed program accomplishments · $48K in reported program spending
  • Leadership: top reported pay $0 · 5 people listed
  • Consistency: 8 of 9 current checks pass · 1 finding to review
  • Schedules: 4 filed schedules
  • Filing history: 13 filing years from 2011 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.

  • Review — Financial Efficiency: Mission deployment rate scored 56/100.
  • Moderate — Transparency & Controls: Part III transfer expenses within program total did not reconcile in the filed values.
  • Review — Sustainability: Officer compensation ratio scored 56/100.