Anaheim Hills Rotary

Nonprofit profile at a glance

EIN
953996472
IRS 990-EZ coverage
2013–2014
Forms available
Form 990-EZ 2014
Location
Anaheim Hills, CA, USA
Phone
7143668145
Rating
75
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Community Service Clubs

Official website

Reported finances

Revenue
$39,171
Expenses
$36,264
Assets
$31,198

Source: IRS Form 990-EZ. Selected filing: tax year 2014. Amounts in USD.

Leadership & pay

8 people listed

Executive titles in this filing

  • TRACEY CLARK (President)
  • TONY SIRAGUSA (PRESIDENT ELECT)

People named in this filing

  • TRACEY CLARK (President)
  • HARRY CHARM (Secretary)
  • DARREN CHU (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 2014. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

To encourage and foster the ideal of service as a basis of worthy enterprise and, in particular, to encourage and foster:1. The development of acquaintances as an opportunity for service;2. High ethical standards in business and professions;3. The application of the ideal of service by every rotarian to his/her personal, business and community life;4. The advancement of international understanding, goodwill, and peace through a world fellowship of business and professional men and women united in the ideal of service.

What it reported doing in 2014

Donated funds to various members in the community incuding: books donated to elementary school libraries rotary foundation water for sudanmultiple community services

Operating model

Revenue model
Cannot be determined from the filing. The filing does not provide enough consistent revenue detail to tell how this nonprofit funds its work.
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

SUPPORTED - A large share of available resources goes toward mission work and the filed numbers largely add up. Total assets are small relative to annual expenses; liquid coverage is unknown and reported officer compensation is a large share of total spending, which may reflect staffing concentration.

Rating breakdown

  • Financial Efficiency: 69
  • Transparency & Controls: 82
  • Sustainability: 48
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 66.7%; rating input score 67
  • Program expense ratio: 72.1%; rating input score 72

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 51st percentile among comparable filings
  • Major donor itemization: Limited

Sustainability

  • Operating margin: 7.4%; rating input score 60; 60th percentile among comparable filings
  • Total-asset coverage ratio: 0.86; rating input score 44; 44th percentile among comparable filings
  • Liabilities to assets ratio: Limited
  • Officer compensation ratio: 0%; rating input score 57; 57th percentile among comparable filings

Growth

  • Program expense growth: 50.6% per year; rating input score 100; 92nd percentile among comparable filings
  • Revenue growth: 7.8% per year; rating input score 100; 74th percentile among comparable filings
  • Asset growth: 4.6% per year; rating input score 100; 59th percentile among comparable filings

Details

  • Where the money goes: 66.7% of revenue deployed · 72.1% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment · $26K in reported program spending
  • Leadership: top reported pay $0 · 8 people listed
  • Consistency: 6 of 6 current checks pass
  • Schedules: 2 filed schedules
  • Filing history: 2 filing years from 2013 to 2014
  • 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.

Grant-readiness screening is separate from the live rating, not a measure of program quality. Review the source records before making a grant decision.

  • Moderate — Sustainability: Total-asset coverage ratio scored 44/100.
  • Review — Sustainability: Officer compensation ratio scored 57/100.
  • High — Grant Readiness: Automatic revocation: this organization had its federal tax-exempt status automatically revoked.