The White Bear Lake Rotary Foundation
EIN: 411817128 · Mahtomedi, MN · NTEE: T30
| Metric | Value |
|---|---|
| Total Revenue | $176K |
| Total Expenses | $100K |
| Net Assets | $91K |
Is The White Bear Lake Rotary Foundation Legit?
Insufficient Data
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
About The White Bear Lake Rotary Foundation
The White Bear Lake Rotary Foundation (EIN: 411817128) is a nonprofit organization based in Mahtomedi, MN, classified under NTEE code T30. The organization reported total revenue of $176K and total assets of $73K according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of The White Bear Lake Rotary Foundation's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
The White Bear Lake Rotary Foundation is a small nonprofit that has been operating for 31 years, with 13 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of 6.3%.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
| Total Revenue | $119K |
| Total Expenses | $100K |
| Surplus / Deficit | +$19K |
| Total Assets | $91K |
| Net Assets | $91K |
| Operating Margin | 15.6% |
| Months of Reserves | 10.9 months |
Financial Health Grade: A
In 2023, The White Bear Lake Rotary Foundation reported a surplus of $19K with revenue exceeding expenses, holds 10.9 months of operating reserves (strong position).
Financial Trends
Over 13 years of filings (2011–2023), The White Bear Lake Rotary Foundation's revenue has grown at a compound annual growth rate (CAGR) of 6.3%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2023 | +39.9% | +16.7% | +25.6% |
| 2022 | -33.6% | +22.0% | -1.3% |
| 2021 | +110.8% | -6.6% | +366.5% |
| 2020 | -34.8% | -29.1% | -48.2% |
| 2019 | -12.2% | +3.9% | -30.3% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 1000 |
| IRS Ruling Date | 1995 |
Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.
AI Analysis Pending
AI enrichment for The White Bear Lake Rotary Foundation has not yet been completed. Basic IRS 990 data is shown below. Check back later for a full transparency report including a Mission Score, spending breakdown, executive compensation analysis, and red flags assessment.
Mission Effectiveness Score
NonprofitSpending's AI analysis rates The White Bear Lake Rotary Foundation with a Mission Score of 0 out of 100 (Very Poor). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
- The organization reported a surplus of $19K, with revenue exceeding expenses.
Frequently Asked Questions about The White Bear Lake Rotary Foundation
Is The White Bear Lake Rotary Foundation a legitimate charity?
Based on AI analysis of IRS 990 filings, The White Bear Lake Rotary Foundation (EIN: 411817128) insufficient data. 0 red flags identified, 0 strengths noted.
How does The White Bear Lake Rotary Foundation spend its money?
Detailed spending breakdown data is not yet available for The White Bear Lake Rotary Foundation. Check back for updated IRS 990 analysis.
Are donations to The White Bear Lake Rotary Foundation tax-deductible?
The White Bear Lake Rotary Foundation is registered as a tax-exempt nonprofit (EIN: 411817128). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
Where is The White Bear Lake Rotary Foundation located?
The White Bear Lake Rotary Foundation is headquartered in Mahtomedi, Minnesota and files with the IRS under EIN 411817128. It is classified under NTEE code T30.
How many years of IRS 990 filings does The White Bear Lake Rotary Foundation have?
The White Bear Lake Rotary Foundation has 13 years of IRS 990 filings on record at NonprofitSpending. This extensive filing history provides a strong basis for evaluating long-term financial trends. The most recent filing shows $176K in total revenue.
Filing History
IRS 990 filing history for The White Bear Lake Rotary Foundation showing financial trends over 13 years of public records:
Over 13 years of IRS 990 filings (2011–2023), The White Bear Lake Rotary Foundation's revenue has grown by 107.5%, moving from $57K to $119K. Total assets increased by 39.7% over the same period, from $65K to $91K. Total functional expenses rose by 33%, from $75K to $100K. In its most recent filing year (2023), The White Bear Lake Rotary Foundation reported a surplus of $19K, with revenue exceeding expenses.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2023 | $119K | $100K | $91K | $0 | — | View 990 |
| 2022 | $85K | $86K | $72K | $0 | — | View 990 |
| 2021 | $128K | $70K | $73K | $0 | — | — |
| 2020 | $61K | $75K | $16K | $0 | — | — |
| 2019 | $93K | $106K | $30K | $0 | — | View 990 |
| 2018 | $106K | $102K | $44K | $0 | — | View 990 |
| 2017 | $79K | $82K | $40K | $0 | — | View 990 |
| 2016 | $93K | $92K | $43K | $0 | — | View 990 |
| 2015 | $57K | $63K | $43K | $95 | — | View 990 |
| 2014 | $54K | $53K | $48K | $0 | — | View 990 |
| 2013 | $49K | $49K | $47K | $0 | — | View 990 |
| 2012 | $43K | $43K | $75K | $28K | — | View 990 |
| 2011 | $57K | $75K | $65K | $20K | — | View 990 |
Year-by-Year Financial Summary
- 2023: Revenue of $119K, expenses of $100K, and assets of $91K (revenue +39.9% year-over-year).
- 2022: Revenue of $85K, expenses of $86K, and assets of $72K (revenue -33.6% year-over-year).
- 2021: Revenue of $128K, expenses of $70K, and assets of $73K (revenue +110.8% year-over-year).
- 2020: Revenue of $61K, expenses of $75K, and assets of $16K (revenue -34.8% year-over-year).
- 2019: Revenue of $93K, expenses of $106K, and assets of $30K (revenue -12.2% year-over-year).
- 2018: Revenue of $106K, expenses of $102K, and assets of $44K (revenue +33.8% year-over-year).
- 2017: Revenue of $79K, expenses of $82K, and assets of $40K (revenue -14.7% year-over-year).
- 2016: Revenue of $93K, expenses of $92K, and assets of $43K (revenue +61.7% year-over-year).
- 2015: Revenue of $57K, expenses of $63K, and assets of $43K (revenue +6.5% year-over-year).
- 2014: Revenue of $54K, expenses of $53K, and assets of $48K (revenue +11.0% year-over-year).
- 2013: Revenue of $49K, expenses of $49K, and assets of $47K (revenue +12.0% year-over-year).
- 2012: Revenue of $43K, expenses of $43K, and assets of $75K (revenue -24.3% year-over-year).
- 2011: Revenue of $57K, expenses of $75K, and assets of $65K.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for The White Bear Lake Rotary Foundation:
Data Sources and Methodology
This transparency report for The White Bear Lake Rotary Foundation is generated by NonprofitSpending's AI analysis engine. The data is sourced from publicly available IRS 990 filings accessed through the ProPublica Nonprofit Explorer API and IRS electronic filing records. The Mission Score, spending breakdown, and other analytical insights are produced by artificial intelligence and should be used as one of multiple factors when evaluating a nonprofit organization.
IRS 990 forms are annual information returns that most tax-exempt organizations must file with the IRS. These forms provide detailed financial information including revenue, expenses, assets, liabilities, and compensation of officers. NonprofitSpending processes this data to provide accessible transparency reports for donors, researchers, and the general public.
Disclaimer
AI-generated analysis based on IRS public records. Not financial or legal advice. Verify information directly with the organization.