Fortuna Rotary Foundation a California Nonprofit Public Benefit Corp
Nonprofit profile at a glance
- EIN
- 454156012
- IRS 990-EZ coverage
- 2013–2024
- Forms available
- Form 990-EZ 2024, Form 990-N 2012
- Location
- Fortuna, CA, USA
- Phone
- 7077253323
- Rating
- 40
- Verdict
- MIXED
- Rating confidence
- Moderate
- Sector
- Fund Raising and Fund Distribution
Reported finances
- Revenue
- $62,302
- Expenses
- $66,646
- Assets
- $298,089
- Liabilities
- $41,316
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
13 people listed
Executive titles in this filing
- LEN WHITCHURCH (President)
- JEANNA MCCLENDON (Vice President)
People named in this filing
- ALAN FRENCH (Director)
- LEN WHITCHURCH (President)
- LISA HUMMEL (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
Assisting and serving community needs
What it reported doing in 2024
Provide scholarships to students as well as donations and grants to other exempt organization's for the benefit of the community.
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
MIXED - The filed numbers largely add up. 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: 9
- Transparency & Controls: 82
- Sustainability: 49
- Growth: 0
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 9.2%; rating input score 9
- Program expense ratio: 8.6%; rating input score 9
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
- Major donor itemization: Limited
Sustainability
- Operating margin: -7%; rating input score 34; 34th percentile among comparable filings
- Total-asset coverage ratio: 4.47; rating input score 82; 82nd percentile among comparable filings
- Liabilities to assets ratio: 0.14; rating input score 16; 16th percentile among comparable filings
- Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings
Growth
- Program expense growth: -0% per year; rating input score 0; 48th percentile among comparable filings
- Revenue growth: -0.2% per year; rating input score 0; 50th percentile among comparable filings
- Asset growth: -0.1% per year; rating input score 0; 38th percentile among comparable filings
Details
- Where the money goes: 9.2% of revenue deployed · 8.6% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 1 filed program accomplishment · $6K in reported program spending
- Leadership: top reported pay $0 · 13 people listed
- Consistency: 8 of 9 current checks pass · 1 finding to review
- Schedules: 3 filed schedules
- Filing history: 12 filing years from 2013 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 — Financial Efficiency: Mission deployment rate scored 9/100.
- High — Financial Efficiency: Program expense ratio scored 9/100.
- Moderate — Transparency & Controls: Part III transfer expenses within program total did not reconcile in the filed values.
- High — Growth: Program expense growth scored 0/100.
- High — Growth: Revenue growth scored 0/100.
- Moderate — Sustainability: Operating margin scored 34/100.
- High — Growth: Asset growth scored 0/100.
- High — Sustainability: Liabilities to assets ratio scored 16/100.
- Review — Sustainability: Officer compensation ratio scored 56/100.