Brea Rotary Charitable Fund
Nonprofit profile at a glance
- EIN
- 270549130
- IRS 990-EZ coverage
- 2012–2024
- Forms available
- Form 990-EZ 2024, Form 990-N 2011
- Location
- Brea, CA, USA
- Phone
- 7149901040
- Rating
- 88
- Verdict
- STRONG
- Rating confidence
- Moderate
- Sector
- Fund Raising and Fund Distribution
Reported finances
- Revenue
- $38,621
- Expenses
- $27,711
- Assets
- $90,457
- Liabilities
- $339
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
11 people listed
Executive titles in this filing
- BRETT MURDOCK (PRESIDENT)
People named in this filing
- CARRIE FLANDERS (TREASURER)
- PATTY RODRIGUEZ (SECRETARY)
- JONATHAN EKNO (COMMUNITY SE)
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 support charitable and voulunteer efforts for the improvement of the health, education, and welfare of the brea community, the larger community, and the world.
What it reported doing in 2024
Community service: to provide the youth and elderly of brea, ca various services and activities.
Operating model
- Revenue model
- Donor-supported. 100% of the money available for current operations came from contributions and gifts.
- Distribution model
- Grant intermediary. The nonprofit sent 99% 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. Revenue has declined or grown slowly and liabilities are high compared with assets.
Rating breakdown
- Financial Efficiency: 82
- Transparency & Controls: 100
- Sustainability: 70
- Growth: 60
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 71.8%; rating input score 72
- Program expense ratio: 100%; rating input score 100
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: 28.2%; rating input score 80; 80th percentile among comparable filings
- Total-asset coverage ratio: 3.26; rating input score 76; 76th percentile among comparable filings
- Liabilities to assets ratio: 0; rating input score 32; 32nd percentile among comparable filings
- Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings
Growth
- Program expense growth: 32% per year; rating input score 100; 88th percentile among comparable filings
- Revenue growth: -1.9% per year; rating input score 0; 44th percentile among comparable filings
- Asset growth: 0.8% per year; rating input score 100; 42nd percentile among comparable filings
Details
- Where the money goes: 71.8% of revenue deployed · 100% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 3 filed program accomplishments · $28K in reported program spending
- Leadership: top reported pay $0 · 11 people listed
- Consistency: 8 of 8 current checks pass
- Schedules: 4 filed schedules
- Filing history: 12 filing years from 2012 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.
- High — Growth: Revenue growth scored 0/100.
- Moderate — Sustainability: Liabilities to assets ratio scored 32/100.
- Review — Sustainability: Officer compensation ratio scored 56/100.