Walworth Fontana Rotary Foundation Inc
Walworth Fontana Rotary Foundation consistently operates with volunteer leadership and stable finances.
EIN: 201195091 · Walworth, WI · NTEE: S80 · Updated: 2026-03-28
| Metric | Value |
|---|---|
| Total Revenue | $157K |
| Total Expenses | $103K |
| Program Spending | 90% |
| CEO/Top Officer Pay | $100,000 |
| Net Assets | $106K |
| Transparency Score | 92/100 |
Is Walworth Fontana Rotary Foundation Inc Legit?
Appears Legitimate
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
Walworth Fontana Rotary Foundation Inc directs 90% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.
About Walworth Fontana Rotary Foundation Inc
Walworth Fontana Rotary Foundation Inc (EIN: 201195091) is a nonprofit organization based in Walworth, WI, classified under NTEE code S80. The organization reported total revenue of $157K and total assets of $124K according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Walworth Fontana Rotary Foundation Inc's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
Walworth Fontana Rotary Foundation Inc is a small nonprofit that has been operating for 22 years, with 13 years of IRS 990 filings on record (2012–2024). Revenue has grown at a compound annual rate of 2.0%.
Key Financial Metrics (2024)
From the most recent IRS 990 filing on record:
| Total Revenue | $111K |
| Total Expenses | $103K |
| Surplus / Deficit | +$9K |
| Total Assets | $124K |
| Total Liabilities | $18K |
| Net Assets | $106K |
| Operating Margin | 7.7% |
| Debt-to-Asset Ratio | 14.3% |
| Months of Reserves | 14.5 months |
Financial Health Grade: A
In 2024, Walworth Fontana Rotary Foundation Inc reported a surplus of $9K with revenue exceeding expenses, holds 14.5 months of operating reserves (strong position), has a debt-to-asset ratio of 14.3% (very low leverage).
Financial Trends
Over 13 years of filings (2012–2024), Walworth Fontana Rotary Foundation Inc's revenue has grown at a compound annual growth rate (CAGR) of 2.0%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2024 | -7.3% | +11.0% | +15.9% |
| 2023 | -17.2% | -34.3% | +1.1% |
| 2022 | +15.2% | +10.0% | +15.9% |
| 2021 | +7.6% | +7.6% | +22.8% |
| 2020 | -3.8% | +4.6% | +0.1% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 1000 |
| IRS Ruling Date | 2004 |
Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.
AI Transparency Report
Mission Effectiveness Score
NonprofitSpending's AI analysis rates Walworth Fontana Rotary Foundation Inc with a Mission Score of 92 out of 100 (Excellent). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.
Spending Breakdown
- admin: 5%
- programs: 90%
- fundraising: 5%
According to IRS 990 filings, Walworth Fontana Rotary Foundation Inc allocates its expenses as follows: admin: 5%, programs: 90%, fundraising: 5%. With 90% directed toward programs, this reflects a strong commitment to its charitable mission.
Key Financial Metrics (2024)
From the most recent IRS 990 filing on record:
- The organization reported a surplus of $9K, with revenue exceeding expenses.
- Debt-to-asset ratio: 14.3%.
Executive Compensation Analysis
Executive compensation is consistently reported as 0% across all available filings, indicating that the organization's leadership is entirely volunteer-based, which is highly efficient for an organization of its size with revenues typically around $100,000-$160,000.
Executive compensation data is sourced from IRS 990 filings, which require nonprofits to disclose the compensation of officers, directors, trustees, and key employees. NonprofitSpending analyzes this data relative to the organization's total revenue and sector benchmarks to assess whether executive pay is reasonable.
Strengths
The following positive indicators were identified for Walworth Fontana Rotary Foundation Inc:
- Consistent 0% officer compensation, indicating volunteer leadership and high efficiency.
- Stable and growing asset base, demonstrating financial health (e.g., assets grew from $74,282 in 2020 to $123,897 in 2024).
- Consistent filing of IRS Form 990s over 13 periods, showing strong transparency.
- Revenues consistently exceed expenses in most recent years, allowing for asset growth (e.g., 2024 revenue $111,428 vs. expenses $102,805).
Frequently Asked Questions about Walworth Fontana Rotary Foundation Inc
Is Walworth Fontana Rotary Foundation Inc a legitimate charity?
Based on AI analysis of IRS 990 filings, Walworth Fontana Rotary Foundation Inc (EIN: 201195091) appears legitimate. Mission Score: 92/100. 0 red flags identified, 4 strengths noted.
How does Walworth Fontana Rotary Foundation Inc spend its money?
Walworth Fontana Rotary Foundation Inc directs 90% of its spending to programs and services. The remaining budget covers administration and fundraising costs.
Are donations to Walworth Fontana Rotary Foundation Inc tax-deductible?
Walworth Fontana Rotary Foundation Inc is registered as a tax-exempt nonprofit (EIN: 201195091). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
How much does the Walworth Fontana Rotary Foundation Inc CEO make?
Walworth Fontana Rotary Foundation Inc's highest-compensated officer earns $100,000 annually. The organization reported $157K in total revenue. Executive compensation data is disclosed in IRS 990 filings.
What percentage of Walworth Fontana Rotary Foundation Inc's spending goes to programs?
Walworth Fontana Rotary Foundation Inc directs 90% to programs, 5% to fundraising. This exceeds the 65% industry benchmark for efficient nonprofits.
How does Walworth Fontana Rotary Foundation Inc compare to similar nonprofits?
With a transparency score of 92/100 (Excellent), Walworth Fontana Rotary Foundation Inc is above average for NTEE category S80 nonprofits. The score reflects financial transparency, program spending efficiency, and governance quality based on IRS 990 data.
Where is Walworth Fontana Rotary Foundation Inc located?
Walworth Fontana Rotary Foundation Inc is headquartered in Walworth, Wisconsin and files with the IRS under EIN 201195091. It is classified under NTEE code S80.
How many years of IRS 990 filings does Walworth Fontana Rotary Foundation Inc have?
Walworth Fontana Rotary Foundation Inc 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 $157K in total revenue.
Is Walworth Fontana Rotary Foundation Inc a good charity?
Based on the provided data, the Walworth Fontana Rotary Foundation Inc appears to be a good charity. It consistently reports 0% officer compensation, indicating volunteer leadership, and maintains a stable financial position with growing assets. Its consistent IRS 990 filings demonstrate transparency.
How does the organization manage its liabilities?
The organization's liabilities have fluctuated but generally remain manageable relative to its assets. For example, in 2024, liabilities were $17,732 against assets of $123,897, representing a healthy ratio. There was a higher liability period in 2016 ($46,718) but this was also well-covered by assets ($104,129).
What is the trend in the organization's assets?
The organization's assets have shown a positive growth trend over the past few years, increasing from $74,282 in 2020 to $123,897 in 2024, indicating financial stability and an ability to build reserves.
Filing History
IRS 990 filing history for Walworth Fontana Rotary Foundation Inc showing financial trends over 13 years of public records:
Over 13 years of IRS 990 filings (2012–2024), Walworth Fontana Rotary Foundation Inc's revenue has grown by 27.6%, moving from $87K to $111K. Total assets increased by 51% over the same period, from $82K to $124K. Total functional expenses rose by 17.6%, from $87K to $103K. In its most recent filing year (2024), Walworth Fontana Rotary Foundation Inc reported a surplus of $9K, with revenue exceeding expenses. The organization holds $18K in liabilities against $124K in assets (debt-to-asset ratio: 14.3%), resulting in net assets of $106K.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2024 | $111K | $103K | $124K | $18K | — | — |
| 2023 | $120K | $93K | $107K | $9K | — | View 990 |
| 2022 | $145K | $141K | $106K | $36K | — | View 990 |
| 2021 | $126K | $128K | $91K | $26K | — | View 990 |
| 2020 | $117K | $119K | $74K | $7K | — | View 990 |
| 2019 | $122K | $114K | $74K | $5K | — | View 990 |
| 2018 | $163K | $135K | $81K | $19K | — | View 990 |
| 2017 | $114K | $137K | $64K | $30K | — | View 990 |
| 2016 | $133K | $134K | $104K | $47K | — | View 990 |
| 2015 | $100K | $100K | $111K | $53K | — | View 990 |
| 2014 | $102K | $108K | $95K | $37K | — | View 990 |
| 2013 | $110K | $108K | $99K | $35K | — | View 990 |
| 2012 | $87K | $87K | $82K | $20K | — | View 990 |
Year-by-Year Financial Summary
- 2024: Revenue of $111K, expenses of $103K, and assets of $124K (revenue -7.3% year-over-year).
- 2023: Revenue of $120K, expenses of $93K, and assets of $107K (revenue -17.2% year-over-year).
- 2022: Revenue of $145K, expenses of $141K, and assets of $106K (revenue +15.2% year-over-year).
- 2021: Revenue of $126K, expenses of $128K, and assets of $91K (revenue +7.6% year-over-year).
- 2020: Revenue of $117K, expenses of $119K, and assets of $74K (revenue -3.8% year-over-year).
- 2019: Revenue of $122K, expenses of $114K, and assets of $74K (revenue -25.1% year-over-year).
- 2018: Revenue of $163K, expenses of $135K, and assets of $81K (revenue +42.4% year-over-year).
- 2017: Revenue of $114K, expenses of $137K, and assets of $64K (revenue -14.4% year-over-year).
- 2016: Revenue of $133K, expenses of $134K, and assets of $104K (revenue +32.8% year-over-year).
- 2015: Revenue of $100K, expenses of $100K, and assets of $111K (revenue -1.1% year-over-year).
- 2014: Revenue of $102K, expenses of $108K, and assets of $95K (revenue -8.0% year-over-year).
- 2013: Revenue of $110K, expenses of $108K, and assets of $99K (revenue +26.3% year-over-year).
- 2012: Revenue of $87K, expenses of $87K, and assets of $82K.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for Walworth Fontana Rotary Foundation Inc:
Data Sources and Methodology
This transparency report for Walworth Fontana Rotary Foundation Inc 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.