Foundation of Yucaipa Rotary

Nonprofit profile at a glance

EIN
455149308
IRS 990-EZ coverage
2015–2024
Forms available
Form 990-EZ 2024
Location
Yucaipa, CA, USA
Phone
9092131279
Rating
73
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Scholarships, Student Financial Aid Services, Awards

Reported finances

Revenue
$131,021
Expenses
$60,490
Assets
$280,739

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

Leadership & pay

4 people listed

Executive titles in this filing

  • DAN HUDEC (PRESIDENT)
  • KAREN SWEDLOVE (PRESIDENT ELECT)

People named in this filing

  • DAN HUDEC (PRESIDENT)
  • BILL SIMON (TREASURER)
  • KAREN SWEDLOVE (PRESIDENT ELECT)

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

Charitable acts

What it reported doing in 2024

Provided $23000 in scholarships and grants to charitable organizations, including educational, youth, andservice-related programs. Supported RYLA and PRYDE leadership programs and conducted community projects such as Make a Difference DayCareer Day, Speech Contest, Christmas Parade, Hero Banners, and holiday baskets.

Operating model

Revenue model
Other-operating. 76% of the money available for current operations came from other operating revenue.
Distribution model
Grant intermediary. The nonprofit sent 83% of its reported program spending out as grants.

The verdict

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

Rating breakdown

  • Financial Efficiency: 62
  • Transparency & Controls: 82
  • Sustainability: 80
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 46.1%; rating input score 46
  • Program expense ratio: 88.4%; rating input score 88

Transparency & Controls

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

Sustainability

  • Operating margin: 53.8%; rating input score 94; 94th percentile among comparable filings
  • Total-asset coverage ratio: 4.64; rating input score 95; 95th percentile among comparable filings
  • Liabilities to assets ratio: Limited
  • Officer compensation ratio: 0%; rating input score 63; 63rd percentile among comparable filings

Growth

  • Program expense growth: 14.2% per year; rating input score 100; 69th percentile among comparable filings
  • Revenue growth: 1% per year; rating input score 100; 25th percentile among comparable filings
  • Asset growth: 18.3% per year; rating input score 100; 78th percentile among comparable filings

Details

  • Where the money goes: 46.1% of revenue deployed · 88.4% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment · $53K in reported program spending
  • Leadership: top reported pay $0 · 4 people listed
  • Consistency: 7 of 7 current checks pass
  • Schedules: 2 filed schedules
  • Filing history: 9 filing years from 2015 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 46/100.