Exchange Club of San Clemente

Nonprofit profile at a glance

EIN
956141319
IRS 990-EZ coverage
2012–2024
Forms available
Form 990-EZ 2024, Form 990-N 2020
Location
San Clemente, CA, USA
Phone
8015032044
Rating
83
Verdict
STRONG
Rating confidence
Moderate

Reported finances

Revenue
$78,169
Expenses
$78,173
Assets
$21,404

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

Leadership & pay

9 people listed

Executive titles in this filing

  • ALLAN DAHLE (President/treas)
  • ROBERT MURLESS (Vice President)
  • BETH APODOCA (PAST PRESIDENT)

People named in this filing

  • ALLAN DAHLE (President/treas)
  • ROBERT MURLESS (Vice President)
  • BRIEN MANNING (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 provide a medium for the exchange of ideas, methods, and information among the members, to encourage participation of members in community service projects, and to promote and further the purposes and objects of the national exchange club

What it reported doing in 2024

Provided financial support to 16 nonprofit organizations for the following community services: educational, food, homelessness, child support, and child abuse

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
Grant intermediary. The nonprofit sent 65% 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 expenses are high relative to revenue.

Rating breakdown

  • Financial Efficiency: 94
  • Transparency & Controls: 82
  • Sustainability: 33
  • Growth: 40

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 94.2%; rating input score 94
  • Program expense ratio: 94.2%; rating input score 94

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
  • Major donor itemization: Limited

Sustainability

  • Operating margin: -0%; rating input score 44; 44th percentile among comparable filings
  • Total-asset coverage ratio: 0.27; rating input score 20; 20th percentile among comparable filings
  • Liabilities to assets ratio: Limited
  • Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings

Growth

  • Program expense growth: 5.3% per year; rating input score 100; 63rd percentile among comparable filings
  • Revenue growth: -1.6% per year; rating input score 0; 45th percentile among comparable filings
  • Asset growth: -5.4% per year; rating input score 0; 23rd percentile among comparable filings

Details

  • Where the money goes: 94.2% of revenue deployed · 94.2% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 3 filed program accomplishments · $74K in reported program spending
  • Leadership: top reported pay $0 · 9 people listed
  • Consistency: 7 of 7 current checks pass
  • Schedules: 2 filed schedules
  • Filing history: 11 filing years from 2012 to 2024
  • Contacts: How to reach this organization
  • Money network: Resolved incoming and outgoing counterparties from filed money flows.
  • Related organizations: Filed and resolved organization relationships.
  • 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: Operating margin scored 44/100.
  • High — Sustainability: Total-asset coverage ratio scored 20/100.
  • High — Growth: Asset growth scored 0/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.