La Jolla Newcomers Club Inc
Nonprofit profile at a glance
- EIN
- 330863095
- IRS 990 coverage
- 2012–2024
- Forms available
- Form 990 2024
- Location
- La Jolla, CA, USA
- Phone
- 8584884362
- Rating
- 59
- Verdict
- MIXED
- Rating confidence
- Moderate
- Sector
- Recreational l Clubs
Reported finances
- Revenue
- $21,236
- Expenses
- $15,953
- Assets
- $34,577
- Liabilities
- $18,345
Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
7 people listed
Executive titles in this filing
- Nancy O'Neal (President & CEO)
- Susan Markowitz (Vice President)
- Edys Quellmaiz (President Elect)
- Geraldine Hummel (Vice President)
- Andrea Steinberg (Vice President)
People named in this filing
- Nancy O'Neal (President & CEO)
- Susan Markowitz (Vice President)
- Jim Hasenkamp (Treasurer)
Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.
Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
To provide a social organization through which eligible members can become oriented to the La Jolla community and to promote good fellowship among members.
What it reported doing in 2024
To provide a social organization through which eligible members can become oriented to the La Jolla Community and promote good fellowship among members.
Operating model
- Revenue model
- Membership-supported. 98% of the money available for current operations came from membership dues.
- Distribution model
- Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.
The verdict
MIXED - The filed numbers largely add up and most voting board members are independent. 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: 31
- Transparency & Controls: 90
- Accountability: 70
- Sustainability: 54
- Growth: 60
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 31.8%; rating input score 32
- Program expense ratio: 40.7%; rating input score 41
- Fundraising efficiency: Limited
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 63rd percentile among comparable filings
- Pay-setting controls: Limited
- Foreign activity oversight: Limited
- Grant itemization coverage: Limited
- Major donor itemization: Limited
- Related-party transparency: Limited
Accountability
- Independent voting board: 100%; rating input score 100; 64th percentile among comparable filings
- Governance controls: 2 of 7 controls in place; rating input score 29
- Conflict-of-interest policy: Fail
- Whistleblower policy: Fail
- Document-retention policy: Fail
- CEO compensation review process: NotApplicable
- Other executive compensation review process: NotApplicable
- Form 990 shared with the board: Pass
- Board meeting minutes documented: Pass
- Audit committee oversight: Missing
- Independent financial-statement audit: Fail
Sustainability
- Operating margin: 24.9%; rating input score 76; 76th percentile among comparable filings
- Total-asset coverage ratio: 2.17; rating input score 35; 35th percentile among comparable filings
- Liabilities to assets ratio: 0.53; rating input score 10; 10th percentile among comparable filings
- Officer compensation ratio: 0%; rating input score 60; 60th percentile among comparable filings
Growth
- Program expense growth: -1% per year; rating input score 0; 48th percentile among comparable filings
- Revenue growth: 1.4% per year; rating input score 100; 65th percentile among comparable filings
- Asset growth: 4.4% per year; rating input score 100; 63rd percentile among comparable filings
Details
- Where the money goes: 31.8% of revenue deployed · 40.7% of spending went to programs
- Governance: 5 of 5 board members independent · 2 of 7 filing controls reported
- Programs: 1 filed program accomplishment
- Leadership: top reported pay $0 · 7 people listed
- Consistency: 17 of 17 current checks pass
- Schedules: 2 filed schedules
- Filing history: 13 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.
- Moderate — Financial Efficiency: Mission deployment rate scored 32/100.
- Moderate — Financial Efficiency: Program expense ratio scored 41/100.
- High — Accountability: Governance controls: 4 of 6 not reported.
- High — Growth: Program expense growth scored 0/100.
- Moderate — Sustainability: Total-asset coverage ratio scored 35/100.
- High — Sustainability: Liabilities to assets ratio scored 10/100.