Covina Rotary Charities

Nonprofit profile at a glance

EIN
953244214
IRS 990-EZ coverage
2011–2024
Forms available
Form 990-EZ 2024
Location
Covina, CA, USA
Phone
6262740889
Rating
71
Verdict
SUPPORTED
Rating confidence
Moderate

Reported finances

Revenue
$76,036
Expenses
$68,808
Assets
$52,315
Liabilities
$189

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

Leadership & pay

3 people listed

Executive titles in this filing

  • JERRY MORA (President)

People named in this filing

  • SUZANNE WYSOCKI (Treasurer)
  • JERRY MORA (President)
  • GORDON COOPER (Secretary)

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 local community welfare benefit organizations, educators, students, and famlilies in need both locally and in mexico. Also provide grants to several U.S.charities that conduct programs internationally.

What it reported doing in 2024

Grants to fund scholarships to poor families in mexico. Pledge made to fund entire college tuition for 2-4 years at approx $400 per year per student.

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
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

SUPPORTED - The filed numbers largely add up and program spending has grown recently. A relatively small share of available resources goes toward mission work and a relatively small share of total spending goes to programs.

Rating breakdown

  • Financial Efficiency: 46
  • Transparency & Controls: 100
  • Sustainability: 51
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 44.3%; rating input score 44
  • Program expense ratio: 49%; rating input score 49

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: 9.5%; rating input score 61; 61st percentile among comparable filings
  • Total-asset coverage ratio: 0.76; rating input score 39; 39th 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: 11% per year; rating input score 100; 73rd percentile among comparable filings
  • Revenue growth: 1.2% per year; rating input score 100; 57th percentile among comparable filings
  • Asset growth: 4.5% per year; rating input score 100; 56th percentile among comparable filings

Details

  • Where the money goes: 44.3% of revenue deployed · 49% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 13 filed program accomplishments · $34K in reported program spending
  • Leadership: top reported pay $0 · 3 people listed
  • Consistency: 7 of 8 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.

  • Moderate — Financial Efficiency: Mission deployment rate scored 44/100.
  • Moderate — Financial Efficiency: Program expense ratio scored 49/100.
  • Moderate — Transparency & Controls: Part III transfer expenses within program total did not reconcile in the filed values.
  • Moderate — Sustainability: Total-asset coverage ratio scored 39/100.
  • Moderate — Sustainability: Liabilities to assets ratio scored 32/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.